AVNW & CRNT are good examples of very similar companies with the same market cap that are both in the same sector 5G that could be headed in 2 different directs
AVNW has good earnings and is less of a growth play CRNT has negatives earnings but supposedly has the better technology and higher future growth
Today was a good example with the implied rise in interest rates that you don’t want to be in a high growth negative earnings play. AVNW will more Likely trade flat with higher interest rates as CRNT will continue the struggle to the downside