Nov. 7 at 7:20 PM
$UI $CLFD
I think
$CLFD has much great upside than Ubiquiti here. Every company deployed fiber is killing it and BEAD is now 90 days away from disbursing
$30B to 50 states.
Meanwhile core is growing 13% and utilization rates going up means margin expansion.
if you listen to
$CALX they said demand is broad based and accelerating, especially for fiber, and this is without BEAD.
Could see CLFD going to 70-100 by next summer.
Also picked up some
$CALX...
I do think commentary/guidance will be more important than numbers as BEAD funding hist in Q2 2026
$UI showed SP revenue still hasnt accelerated although WISP is a big winner from BEAD as well. So I expect SP to accelerate over 2026 for Mr. Pera as well.
