According to @stocktalkweekly, Viavi Solutions VIAV jumped after an earnings beat, reporting revenue of $299.1M versus a $275.3M estimate and EPS of $0.15 versus $0.11, with shares up about 15% (source: @stocktalkweekly). According to @stocktalkweekly, revenue grew 25.6% year over year and EPS rose 150% year over year (source: @stocktalkweekly). According to @stocktalkweekly, the account highlights the stock has climbed over 80% from a prior thesis at $13.58 and notes the $14 call option gained 667% (source: @stocktalkweekly). As quoted by @stocktalkweekly, the CEO said strong demand from the data center ecosystem and aerospace and defense customers drove the quarter and that they expect momentum in these end markets to continue through the fiscal year (source: @stocktalkweekly). As relayed by @stocktalkweekly, management also said the acquisition of Spirent product lines from Keysight is expected to strengthen VIAV's positioning in data centers and expand its footprint (source: @stocktalkweekly).

According to @stocktalkweekly, they opened a Viavi Solutions (VIAV) position at 13.58 on 10/24/25 as their third-largest holding. The source reports VIAV is breaking out of a 15-year range after five consecutive green monthly closes. The source adds that their thesis tied to 1.6T specialization and synergy from the Spirent acquisition is playing out. The source also states that 14-strike calls opened prior to earnings are now up 581%. No cryptocurrency market impact was cited by the source.