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VIAVI Solutions (VIAV, i) is, for me, a hidden top beneficiary of the AI infrastructure expansion and increasing defense applications. With leading test and measurement devices, the performance of optical and wireless networks can be optimized from the lab to productivity. Now, the second quarter confirms my decision to hold onto my long position. The core business Network and Service Enablement (NSE) was able to grow by nearly 46%. AI requires high and reliable data transmissions. A new demand driver is emerging as hyperscalers increasingly test...
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