$VIAV breaking out of a multi-month downtrend while holding the 200-day SMA. The setup is clean.
Viavi makes testing equipment for high-speed optical and data center networks — the infrastructure layer that validates AI buildouts. As hyperscalers scale capacity, someone has to test and certify all that fiber and switching gear.
FY26 estimates: Revenue up 40%, EPS up 113%. That's real operating leverage if demand holds.
This is a picks-and-shovels play on AI infrastructure expansion. Not the headline name, but a necessary supplier in the supply chain. Watch how it trades through resistance — if it clears and holds, this could be early in a re-rating cycle.
Viavi makes testing equipment for high-speed optical and data center networks — the infrastructure layer that validates AI buildouts. As hyperscalers scale capacity, someone has to test and certify all that fiber and switching gear.
FY26 estimates: Revenue up 40%, EPS up 113%. That's real operating leverage if demand holds.
This is a picks-and-shovels play on AI infrastructure expansion. Not the headline name, but a necessary supplier in the supply chain. Watch how it trades through resistance — if it clears and holds, this could be early in a re-rating cycle.
