According to @stocktalkweekly, they stayed entirely net long over the past few weeks and said portfolio drawdown was cushioned by positions in VIAV, ENS, DOCN, AMKR, and NTCT, source: @stocktalkweekly on X. No cryptocurrencies were mentioned in this trading update and no direct crypto market signal was indicated, source: @stocktalkweekly on X.

According to @stocktalkweekly, NTCT, VIAV, DOCN, and ENS traded green while the broader session was described as a blood bath. Source: @stocktalkweekly on X, Nov 6, 2025. This price action indicates relative strength versus the wider market per the source’s characterization. Source: @stocktalkweekly on X, Nov 6, 2025. The post lists the ticker ENS without specifying whether it refers to a stock or the Ethereum Name Service token, so the asset type is not defined by the source. Source: @stocktalkweekly on X, Nov 6, 2025.

According to @stocktalkweekly on X, VIAVI (VIAV) posted Q1 revenue of $299.1M versus a $275.3M estimate and EPS of $0.15 versus $0.11, up 25.6% and 150% year over year, respectively. Source: x.com/stocktalkweekly/status/1983654772801425474 Management attributed the beat to strong demand from the data center ecosystem and aerospace and defense customers and indicated momentum through the fiscal year. Source: @stocktalkweekly on X Management also stated that acquiring complementary Spirent product lines from Keysight is expected to strengthen VIAVI’s position in the data center ecosystem and expand its footprint. Source: @stocktalkweekly on X For traders, the post highlights beats on both top and bottom lines and management commentary on end-market strength; no direct crypto market impact was mentioned by the source. Source: @stocktalkweekly on X