Kevin Xu has taken a 100% "all-in" position in Harmonic ($HLIT) at an average cost of $15.09, citing a thesis that agentic AI will drive massive demand for their broadband software. The company reports strong fundamentals including 87% YoY revenue growth, 52% gross margins, and raised guidance to $475M - $495M. Images also show $HLIT up 18.82% on a watchlist alongside other tickers like $GLD, $SPY, $QQQ, $DRAM, $IREN, and $NVDA.