CLFD Clearfield Inc

$CLFD Optical component stocks jumped in overnight trading late Thursday after Lumentum Holdings Inc. (LITE) CEO Michael Hurlston said the company’s optoelectronic products were completely sold out through early 2029, underscoring surging demand for AI data center infrastructure. In an interview with Bloomberg in Tokyo on Friday, Hurlston said Lumentum was struggling to keep up with demand from technology companies racing to build faster AI data centers. The company cannot meet demand for some products through next year and expects a 30% shortfall for others through 2028, he said. “We are completely sold out, so there’s no end in sight,” Hurlston told the news agency. More evidence that demand for fiber infrastructure within the data center will remain robust for the foreseeable future. That is a nice macro backdrop for nova.

$CLFD Federal government just keeps getting in the way. Very frustrating for all constituents. In July, the National Telecommunications and Information Administration (NTIA), the federal agency that distributes BEAD money, approved California's BEAD deployment plan. On August 31, it issued the award: $1.42 billion to connect about 270,000 homes and businesses. Buried in the award's terms and conditions is a clause known as Condition 50. By signing the award, California would agree not to enforce its affordability, net neutrality, and public-safety protections against any internet service provider (ISP) that receives BEAD money. It would be handcuffing itself for the next fourteen years. Condition 50 isn't limited to the locations BEAD pays to connect. It covers any broadband service these ISPs offer anywhere in California, including their wireless services.

$CLFD Job openings picking up a little after a long stretch of little hiring. NA Turf Manager — West Region Clearfield, Inc 14 days ago 84,294–126,441 a year VP of Engineering & Compliance Strategy Clearfield, Inc. Minneapolis, MN • 4 days ago 195K–292K a year Regional Sales Manager, National Accounts - West (Remote) Clearfield New York, NY • 9 days ago VP Engineering Clearfield, Inc Minneapolis, MN • 3 days ago 194,977–243,722 a year Trade Compliance Specialist Clearfield, Inc Brooklyn Park, MD • Full-time Production Lead-Active Cabinets Clearfield, Inc Brooklyn Park, MN • 23.57–35.36 an hour Laboratory Test Engineer Clearfield, Inc Minneapolis, MN • 2 days ago

$CLFD Ravery i’m in complete agreement with you. I think the company has made all the right moves in this environment and I am patiently waiting for the wind to turn. PS thank you for your posting. I appreciate it.

$CLFD Will the next earnings report be another nothing burger, completely devoid of positive surprises, as management guidance would indicate. Will there be updated guidance with another 3 month adjustment to the goal posts? Management is on thin ice, but they have no fear of being replaced so they aren't losing sleep. Sweet gig! Sooner or later the "it's not our fault" excuse will run out of legitimacy and any failure to reach the elusive pot of gold at that point will send shares to quantum land with Ant Man Tension is really piling up with each passing quarter so bad news is going to be exacerbated. CLFD is too small to have a real plan B so fingers crossed.