Michael Sikand 🦑 — Fire sale today on one of the highest quality photon freight trains.
Despite optical giant $CIEN smashing earnings, with a beat and raise, the stock cratered 20%.
Revenue grew 4…↗
Jun 4
KawzInvests 🦑 — $CIEN reported $1.57B in revenue, 39.5% YoY growth, and raised full-year guidance to $6.3B. Adjusted gross margin hit 44.9% and operating margin hit 19.5%, both above the high end…↗
Jun 4
TheValueist — $CIEN KEY READ-THROUGHS FROM CIENA Q2 2026 EARNINGS CALL
Ciena’s Q2 2026 call was a strong positive validation point for the AI networking capex cycle and a more nuanced read-thro…↗
Jun 4
TheValueist — $CIEN EXECUTIVE CALL SUMMARY: Ciena Corp (06/04/26)
Ciena’s fiscal Q2 2026 earnings call was materially positive on fundamentals and more consequential than a normal quarterly bea…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Alex A.C. — I don't follow $CIEN Ciena, but after this nuclear drop, I've calculated a FY2026 P/E in mid 70s. That's cheaper than $LITE when I bought it past year; not comparable obviously (ot…↗
Jun 4
TheValueist — $CIEN (Bloomberg) -- (Adds shares move, analyst commentary.)
Ciena Corp. shares drop as much as 16% Thursday. The company reported second-quarter revenue that beat the average anal…↗
Jun 4
Gaetano — If you care about $NOK
Or $LITE or $COHR or $CIEN etc.
You'll want to read this↗
Jun 1
MuddyWatersResearch — MW’s Left Curve (our systematic momentum strategy) top ranked stock for June is $CIEN.↗
Jun 1
Gaetano — If you like $NOK
Then you should listen to the $CIEN earnings call
On Thursday
Will give lots of signal!
Give this a quick read👇↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
May 2026 · 34 mentions
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
PhotonBull — Personally interested in some of the companies reporting earnings this week
The ones I will be watching: $CRDO $HIVE $PANW $AVGO $CIEN
Anything on your radar for this week?↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
TheValueist — $CIEN is another one. Multi-decade high today. Now $75bn EV from $60bn EV when I posted this on 3/24/26. Still feels cheap at $75bn EV. I'm long 1/21/28 calls. Yes, there is compet…↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 29
KawzInvests 🦑 — $NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore?
> Optical Networks running on the 800G ZR coh…↗
TheValueist — $LITE $COHR $CIEN $AAOI AS OF MARCH 30, 2026
EXECUTIVE OVERVIEW
The March 30 drawdown in AI photonics and optical infrastructure is best understood as a policy-scare de-risking o…↗
KawzInvests 🦑 — We are currently in the middle of an unprecedented, multi-year compounding supercycle
Here is how the distinct optical cycles actually overlap:
400G: The foundational baselin…↗
TheValueist — Networking very strong start to the morning.
$LITE $COHR $CIEN $GLW https://t.co/kewycF7nwS↗
Feb 19
Michael Sikand 🦑 — The next $1T AI bottleneck isn't power, compute, or memory.
It's connectivity.
And the only solution is light.
So I launched @joinautopilot's first ever photonics themed stock…↗
Feb 3
Daave “3 and 30” Tepper — @ResearchQf AI infra up today should concern rest of software/internet growth, $sndk $lite $cien you name it it's flat or up
software credit catching heat and bdc's reflecting it…↗
January 2026 · 1 mention
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
December 2025 · 5 mentions
Dec 22
Daave “3 and 30” Tepper — Names I would Like to Like, but for price:
$cien
$lite
$sndk
$wdc
$alab
Assume those names trade up [15%] in 2026 - as a portfolio! - *IF* the bullish AI news capex cycle extends…↗
Dec 12
Daave “3 and 30” Tepper — @TheValueist $cien vs $lite. Relative basis, I just can’t get my arms around the lumentum valuation. 2x revenue multiple and 1000bp lower gross profit margin. Ciena has multiple ye…↗
Dec 11
Daave “3 and 30” Tepper — ai names feel stretched $cien $lite $alab etc
first couple months q1'26 will be a LLM competitive news breaking frenzy.
new grok
meta returns - closed source
anthropic preping f…↗
Daave “3 and 30” Tepper — It was always true
All the pieces for scale across
Now moving inside the DC
$cien↗
Nov 18
Daave “3 and 30” Tepper — looking through the market noise
pick the right AI names
don't worry about the index, crypto, shitcos or even adjacent AI names unraveling
pick em right and sleep at night
$nb…↗
Nov 14
Daave “3 and 30” Tepper — Microsoft has announced they too are pursuing superintelligence
All models in all verticals
And you’re bearish?
$goog $nbis $sndk $cien $wdc $acmr
October 2025 · 3 mentions
Oct 25
Daave “3 and 30” Tepper — Smart deal for both $meta and blue owl. blue owl can size this appropriately and certainly co-invest a lot of it out to insurance companies.
I’d say at least $1tn more appetite f…↗
Oct 10
Ray Wang — $CIEN to Acquire Nubis Communications.
Ciena has traditionally focused on data center interconnect (DCI) solutions. It is now aiming to extend its reach into intra-data center net…↗
Daave “3 and 30” Tepper — good observation. i'm not in the names pulling back. unpacking the observation yes, there are winners and losers in AI at these prices. some names got ahead of themselves. stay in…↗
Sep 26
Daave “3 and 30” Tepper — Back in the water boys
$intc $baba
the only free lunch is diversification (free lunch is for free loaders)
Second nearly free lunch is momentum. Do not buy the losers. Buy or a…↗
Sep 18
Daave “3 and 30” Tepper — @ResearchQf Great post. Imaginations can run wild on massive and increasingly large scale datacenter interconnects (ciena). Bull market not over til $cien recaptures 1999 ATH.↗
— $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…
Michael Sikand 🦑 — Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…↗
May 26
KawzInvests 🦑 — $NOK insider buying is going vertical.
In the last 30 days:
> Konstanty Owczarek bought $500K at $15.35 on May 22
> Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26
> CEO…↗
May 24
Jason Luongo — 8. $CIEN - Ciena Corporation
Optical networking systems company shipping 1.6 Tb/s coherent solutions with 90+ customers deployed. Q1 FY2026 revenue of $1.43B, up 33% year over yea…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Gaetano — The optical super cycle has been life changing
$LITE $COHR $CIEN $AAOI $AXTI $SIVE
If you got in early, you made insane returns
So the question is, what is the next theme to inve…↗
May 22
TheValueist — Revenge of the 2001 Dot-Com Nerds. They are making the case for 25-year DCFs and terminal values still being a thing.
$NOK $CIEN $CSCO $BB https://t.co/b6m5M1iTyf↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 19
Gaetano — Following up on Scale Across...
$LITE $CIEN $COHR $GLW $NOK
Multi-Rail Means More Content Per Deployment
A rail is a parallel optical path across the network. A normal DCI or sc…↗
May 19
Gaetano — $LITE Is pushing hard on scale across
Working on a full breakdown from the call yesterday
Here is a slop infographic that summarizes part of my scale across section
There is als…↗
May 19
Gaetano — I often get asked what my largest positions are
Well, here they are:
$LITE
$COHR
$CIEN
$NOK
$GLW
$AAOI
These make up a majority of my portfolio
If you want to learn:
> wha…↗
May 19
Gaetano — I am VERY bullish on scale-across
$CIEN $NOK $LITE $COHR $GLW $SMOP
Every company over the last few weeks has been hammering the point here
They are seeing so much demand in the…↗
May 18
Gaetano — You can make a lot of money trading high spec stocks
In the NYSE/NASDAQ optics space that's typically $LWLG $POET $ALMU
Personally, I can't go into any of these with any meaning…↗
May 17
Black Panther Capital — Let’s be real here…
Every AI data center Nvidia ever builds needs optical transceivers to move data between GPUs.
Not because of GPU performance. Not because of CUDA software. No…↗
May 15
InvestmentGuru — $NOK
Unusual options activity keeps pouring into $NOK and it’s getting harder for the market to ignore what is happening beneath the surface.
Over $10M in LEAPS calls have hit N…↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
IvanaSPEAR — There is something very different about networking in the Agentic AI Era compared to the Training Era.
It’s just starting to show up in numbers…
$CSCO $NOK $CIEN https://t.co/Ul…↗
May 11
TheValueist — $NOK multi-decade high. Still a long way to peak internet days (much like $CIEN ), but it is working its way there. https://t.co/dTQ2Yttmyq↗
May 11
TheValueist — $CIEN banging out a new all-time today. Up +8%. This is one that I have a high degree of confidence will continue to trade higher from here. Earnings on 6/5/26. https://t.co/cF65NS…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
InvestmentGuru — FIBER / BANDWIDTH: The Nervous System of AI
AI isn’t just built on chips. It moves on bandwidth. Every model update, inference query, and real-time AI decision travels through fib…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 6
TheValueist — $CIEN someone got the memo. All-time high today. and it keeps on going... https://t.co/dxMuqFWXoe↗
May 5
TheValueist — $LITE In Lasers We Trust! They crushed it. Revenue growth, margin expansion, and strong guidance. Strength in scale-across a potential positive read through for $CIEN $NOK.
-------…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — Optical Communications: The Next Breakout in AI Infrastructure
Everyone is focused on GPUs, but the real bottleneck in AI is no longer compute — it’s data movement.
As AI clu…↗
May 1
TheValueist — For new connections to my timeline...
$LITE $COHR $CIEN $AAOI↗
May 1
InvestmentGuru — Where NOK Sits vs. The Photonics Stack- Most photonics plays are component-level:
$COHR, $LITE, $CIEN, $AAOI, $MRVL, $FN, $POET, $LWLG
$NOK is the system-level integrator sitting…↗
May 1
KawzInvests 🦑 — $NOK is now inside Anduril's Sentry stack.
A year ago this was a dying telecom equipment name trading sub-$5. Today Nokia is in Nvidia's AI-RAN stack, in hyperscaler optical backb…↗
— $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment.
This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module witho…
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 23
TheValueist — $CIEN all time high up ~4% this morning. https://t.co/aynXzbt2Dw↗
Apr 19
InvestmentGuru — $CIEN — The Optical Plumbing That Moves Data Between Data Centers
Ciena plays the transceiver and systems layer, focused on high-capacity routing and network equipment. As AI traf…↗
TheValueist — $CIEN is ascending to an all-time high this morning. Looks like it is picking up steam again after taking a breather. https://t.co/qL7AVHuJBN↗
Apr 14
TheValueist — $AAOI $LITE $COHR $CIEN @CitronResearch next time you want to short a GAI infrastructure name, message me first. I might save you some time, heartache, and money. https://t.co/2Rew…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
KawzInvests 🦑 — $NOK Optical Networks grew 17% in Q4 2025 with €2.4B in hyperscaler orders for the full year.
That growth is being powered by the same force driving every name in this space. Five…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Apr 10
TheValueist — $LITE $COHR $CIEN $AAOI As I said two days ago, don't short GAI optical networking names. The momentum is too strong, and one hyperscaler deal announcement will kill you. The stock…↗
Apr 10
TheValueist — $LITE $COHR $CIEN $AAOI (Bloomberg) -- Lumentum Holdings Inc. said demand from the biggest US tech companies for its optical components is accelerating and on track to fill its ord…↗
Apr 9
KawzInvests 🦑 — Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55
I was at GTC and met with some of the Nokia exec team. What they described changes how you think abo…↗
Apr 9
TheValueist — GAI Optical networking is still going nuts to start the day.
$LITE $COHR $CIEN $AAOI https://t.co/ilJLQmA0Nj↗
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
TheValueist — This proved to be generally accurate and also highly profitable.
$LITE $COHR $CIEN $AAOI↗
Apr 8
TheValueist — Optical networking got the internet going nuts.
It is all about lasers.
$LITE $COHR $CIEN $AAOI https://t.co/TzFytnAE0x↗
Apr 8
TheValueist — Do yourself a favor and don’t short any part of the GAI optical networking ecosystem. The bullish momentum itself is incredibly strong. One hyperscaler deal announcement and you wi…↗
Apr 8
TheValueist — @aleabitoreddit Thank you, man. I appreciate it. From what I currently see, I’m long-term holder of $CIEN.
I love your feet on the street visit to CS 153. That’s solid diligence.…↗
Apr 8
Serenity — @TheValueist Great callout on $CIEN, I didn't long personally but glad those leaps played out for you.↗
Apr 8
TheValueist — Ripper and 52w high for $CIEN (and many others) in the night session. Let’s hope it holds. https://t.co/c1wOOZMFgK↗
Apr 5
TheValueist — $CIEN EXECUTIVE OVERVIEW
The core factual claim in the post is verified. Ciena disclosed on 2026-03-24 that Lightstorm upgraded the Japan-Guam-Australia, or JGA, submarine cable t…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 3
TheValueist — This is another clear bullish signal for scale-out optical networking and $CIEN.
As AI workloads continue to scale, the bottleneck is no longer just compute—it is increasingly the…↗
Apr 3
Michael Sikand 🦑 — My photonics fund delivered 43.88% in 49 days.
The S&P? -3.5%.
"You're late bro" 🤣
598 ordinary investors owning AI's chokepoint with me.
Currently $LITE $COHR $CIEN $AAOI…↗
Apr 2
TheValueist — $LITE $COHR $CIEN $AAOI EXECUTIVE OVERVIEW
Across the LightCounting materials, the common thesis is that optical connectivity has moved from a supporting component to a primary sc…↗
Apr 2
TheValueist — All-time/52w highs from $CIEN $LITE $TSEM . When it rains, it pours. https://t.co/H2uaT47cZs↗
Apr 2
TheValueist — Strong follow-on day for $CIEN . Great to see it being picked up by international b/ds now, and broadening the shareholder base. Still feels cheap here. I am long, and I don't see…↗
— Big trade (it wasn't me, as much as I would've liked it to be) in the $CIEN 1/21/28 c600 today. I feel this thing continuing to drive higher. https://t.co/pcoI8vccnc
TheValueist — $GLW will reclaim all time highs and continue its upward march. They are the undisputed global leader in optical fiber and control over 50% global market share in certain of the mo…↗
Mar 24
TheValueist — $CIEN continuing to rip. Feels cheap at $60bn EV. As basic a rationale as it seems, CIEN is a name institutional investors can feel comfortable throwing money behind. The company w…↗
Mar 24
TheValueist — $CIEN EXECUTIVE OVERVIEW
The OFC 2026 presentation is best interpreted as a strategic repositioning document rather than a near-term revenue bridge. Pages 3-4 and 17 map Ciena fro…↗
Mar 23
KawzInvests 🦑 — The Nvidia GTC report just dropped on Asymmetrical Bets.
36 hours on-site. Private press briefing with Jensen. One-on-one with Nvidia's SVP of Networking. A closed-door session wi…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 19
KawzInvests 🦑 — NVIDIA GTC is wrapping up. Starting today, @michaelsikand and I are going into full lockdown every hour we have goes into turning what I witnessed this week into the most thorough…↗
Mar 19
Michael Sikand 🦑 — $1M BABY 👿
My public photonics fund just hit $1M AUM.
Just saw someone put in $100K.
Even in the face of a choppy macro, you can stay long if you are concentrating into the nex…↗
Mar 18
Michael Sikand 🦑 — $NVDA just made a MASSIVE $4B bet on photonics.
So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors.
From scale ac…↗
Mar 18
TheValueist — $CIEN stacking another 52w high. Few can do what they can and especially at their scale. Would love to see them take out all time highs from back in the internet boom days. https:/…↗
Mar 17
KawzInvests 🦑 — NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to wor…↗
Mar 17
TheValueist — . @aleabitoreddit is locked into this GAI infrastructure build-out cycle. I am trying to keep up.
$LITE $COHR $CIEN $AAOI EXECUTIVE OVERVIEW
The post advances a real but overcomp…↗
Mar 16
KawzInvests 🦑 — Jensen just ended the copper vs. optical debate at GTC.
The answer is not one or the other. Nvidia is scaling both simultaneously copper for near-interconnect density, co-packaged…↗
Mar 16
KawzInvests 🦑 — “We need a lot more capacity for copper, we need alot more capacity for optics” - Jensen @ GTC 2026
$LITE $COHR $AAOI $CIEN $TSEM https://t.co/DZRyaTL6rL↗
Mar 16
TheValueist — $CIEN taking out 52w high today. Post-print sell-off was off base. I see this name continuing to move higher from here. https://t.co/2ggZ1EgVw1↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
Mar 16
KawzInvests 🦑 — GTC is live and the photonics basket is responding.
$TSEM leading the board at +11%.
$CIEN +5.1%.
$LITE +4.6%.
$MRVL +4.5%.
$COHR +3%.
The names catching the largest bids are…↗
Mar 15
KawzInvests 🦑 — Photonics has quietly become one of the hottest sectors on FinX right now.
$LITE +800%.
$COHR +262%.
$AAOI +360%.
$GLW +175%.
$CIEN +400%.
This sector pushed me out of my com…↗
Mar 13
Michael Sikand 🦑 — Jensen Huang has a 76% chance of saying "photonics" during the most scrutinized AI speech of the year.
And you're STILL underexposed to the sector.
$AAOI $CIEN $LITE $TSEM $COHR…↗
Mar 13
KawzInvests 🦑 — $AAOI $LITE $COHR $POET $CIEN
NVIDIA just committed $4 billion to lock up laser supply from $LITE and $COHR.
$AAOI makes the exact same category of component in-house and trades…↗
Mar 13
KawzInvests 🦑 — $LITE $COHR $AAOI $POET $CIEN
Next week we have NVIDIA GTC and OFC happening in the same week.
GTC is where Jensen Huang will talk about Silicon Photonics, Co-Packaged Optics, and…↗
Mar 10
TheValueist — $CIEN is continuing to recover from its post-print gap down. Getting some big volume bars today. https://t.co/OYPnyOPSuB↗
Mar 10
KawzInvests 🦑 — Next week I’ll be at $NVIDIA GTC covering the new era of data center networking.
Getting to talk to NVIDIA's networking team directly and learn about the infrastructure behind the…↗
Mar 9
TheValueist — $CIEN Ciena Corp (CIEN) Q1 FY2026 Post-Earnings Debrief
https://t.co/73ivqmT3LS
CIEN sold off -14.4% over 2 days despite delivering the best quarter in the company's history. Rev…↗
Mar 9
TheValueist — Very few companies can do what $CIEN can do, and hardly at their scale.
(I might be a little bit more quite, but I am still investing) https://t.co/FnESkjsfvu↗
Mar 9
KawzInvests 🦑 — $AAOI just received its first volume order for 1.6T transceivers from a major hyperscaler.
The order totals more than $200 million. Shipments begin Q3 2026 and wrap in Q4. This cu…↗
Mar 6
KawzInvests 🦑 — $AAOI up 8% today.
Continuing to build photonics exposure into Nvidia GTC.
Ask the average person on the street what photonics is and they will look at you like you are crazy.
T…↗
Mar 5
TheValueist — $CIEN EXECUTIVE CALL SUMMARY: (Ciena Corp, 03/05/26)
Fiscal Q1 2026 results were reported as record-setting on revenue and materially stronger on adjusted profitability, alongside…↗
TheValueist — $CIEN (Bloomberg) -- (Adds shares.)
Ciena shares are down 3.5% in premarket trading, after the communications equipment company reported its first-quarter results and gave an outlo…↗
— yes
When the DC revenue crosses the telecom, re-rate.
At 6x rev 43% gross margin and growing 25-30% YoY and accelerating.
ai bubble over when $Cien takes out 2000 highs
Daave “3 and 30” Tepper — amazing how ai improperly prompted can miss the slam dunk way to access the themes
5x later, it's still ciena
$cien↗
— @borrowed_ideas funny. i read that and bought more ciena. datacenter interconnect is more important than ever. last ciena call was fire. leading tech and have 20% subscription rev…