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.