Nokia is mentioned in the context of a past investment by Nvidia in wireless networks for AI, serving as a comparative example for Harmonic's business.
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The creator discusses Harmonic (HLIT) as an AI-driven company enabling cable internet upgrades for AI appli...
Charan InvestsMay 24, 2026
The creator discusses Harmonic (HLIT) as an AI-driven company enabling cable internet upgrades for AI applications. They highlight Harmonic's software solution (CableOS) as a more efficient alternative to hardware replacement for increasing network capacity, citing strong revenue growth and a large customer base. The creator also mentions a personal investment in HLIT with significant gains.
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Comcast is mentioned as a company that can benefit from Harmonic's CableOS solution to upgrade its cable internet infrastructure for AI demands.
The creator is buying Harmonic (HLIT) due to its CableOS software solution, which is crucial for upgrading cable networks to support the increasing demands of AI agents and automation tools.
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HLIT
buy opened May 24, 2026
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