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Time Author Thesis Company / ticker Signal Since call Position Source
21:31
Oct 08
crux_capital_
Long ADTN on data-center optics demand
Long ADTN; hyperscaler revenue grew 97% in Q2, optical revenue rose 22% YoY to about $110M, and management said unfilled demand caused a roughly $12M shortfall in higher-margin constrained products. Thesis may take several quarters.
ADTN ADTRAN Holdings, Inc. Long Position: Holding —
05:23
Aug 19
crux_capital_
Buy ADTN: phase funding approved, POs imminent
Long ADTN as the European customer delay that crushed the stock appears to be resolving—funding for the customer's next phase is approved, purchase orders are likely imminent, and shipments should begin late this year with bulk in 2027. Author also owns shares and sees optical/DCI, MicroMux/LiteWave, and Huawei replacement driving re-rating.
ADTN ADTRAN Holdings, Inc. Long — —
23:35
Aug 17
crux_capital_
Long ADTN on optical margin inflection
Buy ADTN: only ~$30-40M more quarterly revenue plus normalizing optical product mix could roughly triple operating income, with component supply relief unlocking both revenue and margins; MicroMux/LiteWave later broaden TAM.
ADTN ADTRAN Holdings, Inc. Long — —
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About ADTN Investor Commentary

Across the available history and selected sources, Buzzberg tracks ADTN (ADTRAN Holdings, Inc.) across 15 sources: 34 bullish vs 0 bearish calls from 11 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 104 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: crux_capital_.