VIAV Viavi Solutions Inc

$VIAV if you like $LITE and $COHR which I do I own both, then you should look at VIAV. Has not run like LITE and COHR but is direct beneficiary of their success. VIAV has to test everything the big 2 make.

$VIAV rejected 42.5 level pretty harshly. the genius summit turning into a sell the news for AI infrastructure across the board. Profit taking before MU earnings. Money rotating back into megacap and software today.

$VIAV THIS SEEMS TO BE HELPING VIAV TODAY Viavi rises after completing Level 2 CMMC certification Shares of Viavi Solutions (VIAV) were rising after the company announced yesterday the completion of its Level 2 CMMC certification for its radio test, avionics, synthetic and modular, and Position, Navigation and Timing product lines. "Achieving CMMC Level 2 certification reflects our dedication to safeguarding the sensitive information that underpins national security and reinforces our role as a trusted partner to the U.S. Defense Industrial Base (DIB)," said Doug Russell, Senior Vice President and General Manager, Aerospace and Defense, VIAVI. "We look forward to extending the certification to the Inertial Labs product lines, which were acquired by VIAVI in 2025." ...

$VIAV Viavi introduces CyberFlood CF50 VIAVI Solutions introduced the CyberFlood CF50, a small and light all-in-one platform for enterprise-scale application performance, security, AI inference and large-language model testing up to 100G. The company said, "Increasingly encrypted applications, Zero Trust architectures and AI-driven services require validation to go beyond infrastructure capacity and examine the impact of security controls and network performance on application responsiveness and user experience. The CF50 generates highly realistic encrypted and mixed application traffic to help organizations assess performance, scalability, resilience and quality of experience before deployment. The highly portable and power-efficient 1U appliance combines realistic Layer 4-7 traffic generation, security assessment and AI inference testing capabilities in a cost-effective platform, bringing enterprise-scale testing to a wide range of network equipment manufacturers, systems integrators and service providers. It offers the industry's lowest power consumption, as well as native PQC support and a TLS performance that is 1.75X that of the nearest competitor."

$VIAV retest again. Pretty resilient. No clue how market will react to MU but this seems to want to go higher… eventually.

$VIAV starting a satellite position…VIAV → optical/fiber/network testing & validation for high-speed AI data-center fabrics

$VIAV is ripping with some serious momentum Up about 27% in five days and nearly 8% today Seeing those 9,000 Oct 16 $46 calls hit the tape as ask-side sweeps this morning with just 323 in prior open interest That's a big move by the big players, around $2.7M in premium But holding above $46 is crucial If it can’t keep that level, late longs might want to watch out Keep an eye on it

(3/4) 7. $VIAV -> Layer 5, Test Every 800G and 1.6T transceiver from LITE and COHR has to be tested by VIAV or Keysight. Same AI tailwind, one-third the valuation. The cleanest “hasn’t run” name. 🔍SPECULATIVE (asymmetric, real risk) 8. $SIVE -> Layer 2, Lasers ~$130M mcap InP laser maker at Glasgow. Supply-constrained chokepoint. LiDAR ramp Q4 2026 ($53M-$138M cumulative). $POET partnership for AI light engines. Listed Stockholm. 9. $IQE -> Layer 1, Wafer The compound semi upstream. Supplies InP epi-wafers to Sivers and others. FY25 just turned EBITDA positive at £2M+ on £97M revenue. Structural relevance, near-breakeven execution.

$VIAV Calnex and viavi expand partnership to deliver end-to-end network and application performance validation for next-generation networks.

$VIAV Viavi Solutions achieves CMMC Level 2 certification VIAVI Solutions announced the completion of its Level 2 CMMC certification for its radio test, avionics, synthetic and modular, and Position, Navigation and Timing product lines.

$VIAV up 222% over the past year, +15% this week alone. Screener backs up the strength: Momentum Alignment flipped Buy 4 days ago, Golden Cross running since Sept 2 (269 days, SMA50 +10.9% over SMA200) - short and long-term trend both agreeing. Right in the middle of that run, an EVP sold $430K in shares Friday, all under a pre-set 10b5-1 plan, not a snap decision. Insider selling into strength like this - routine profit-taking, or something worth a second look?