Savvy Trades and Investments

[abh3vt]

Its not my largest position, but its in my top 5. I've generally cut exposure (not just to CRNT) over the past year and have kept my position sizing conservative with each position I do have. Its less than 2% for me. I'd say sell on the rallies and be opportunistic. I added to CRNT when it hit the 2.30s, and will gradually sell it out as it (hopefully) gets back up toward 3 again.

You may already know this, but in my notes for CRNT, back in early 2024 they did discuss a LT revenue target of 500MM in 2026, which was a year earlier than they had expected (but that includes the Siklu acq). Thats a solid 2 yr organic CAGR of 12-13% for revenues in 2025-26 if they can execute.