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![victor_privin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1434266587188666372.png) Fermion [@victor_privin](/creator/twitter/victor_privin) on x XXX followers
Created: 2025-07-21 15:05:53 UTC

@SharogradskyM @rubicon59 Great take on $OCC — totally agree on the asymmetric setup. Curious if you’ve looked at $ADTN lately? Different profile but similar fiber exposure with upside from BEAD + ADVA. Also would love your thoughts on $COMM — big legacy player but that debt load looks toxic.


XX engagements

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**Related Topics**
[debt](/topic/debt)
[$comm](/topic/$comm)
[$adtn](/topic/$adtn)
[$occ](/topic/$occ)

[Post Link](https://x.com/victor_privin/status/1947312079213412760)