Jun. 1 at 5:52 AM
$CRNT $TSLA $SPCX.X 📊 Ceragon is a highly profitable, operationally disciplined business trading at a deeply compressed valuation.
The Re-Rating Vector: When institutional funds get mandated to invest in the "space connectivity and backhaul expansion" wave this month, risk management rules will steer them directly away from hyper-inflated names and straight into fundamentally sound, low-valuation cash cows like Ceragon to play the infrastructure side.
🔌 The "Picks and Shovels" Realization
Wall Street is beginning to realize that you can launch thousands of satellites into space, but every single byte of data sent to the sky eventually has to land on a ground station and travel across a physical core network.High-capacity microwave and mmWave wireless backhaul is the ultimate bottleneck for global communication.
As Starlink and cellular-to-satellite networks expand, the demand for Ceragon’s specialized backhaul equipment climbs proportionally.
