My TLDR $ADTN thesis ...
I think the market is valuing them incorrectly.
I believe they can re-rate if they execute on the opportunity in front of them.
Optical is already 39% of revenue, grew 22% YoY / 13% QoQ, and hyperscaler revenue grew 97% YoY, mainly from DCI.
They
Gaetano@Gaetano2026
My TLDR $ADTN thesis ... I think the market is valuing them incorrectly. I believe they can re-rate if they execute on the opportunity in front of them. Optical is already 39% of revenue, grew 22% YoY / 13% QoQ, and hyperscaler revenue grew 97% YoY, mainly from DCI. They