$CIEN 0.62 Developing

Notable posts

• @StockSavvyShay neutral 824 eng

  5 LAYERS OF THE 1.6T OPTICAL SUPPLY CHAIN The move to 1.6T optics is turning every transceiver into a denser semiconductor system with more content flowing into DSPs, lasers, timing, power management and broader network around each module: 1. $MRVL, $AVGO, $CRDO & $ALAB form signal-processing layer behind 1.6T optics supplying DSPs, SerDes, retimers & equalization that push 224G electrical lanes into next-generation transceivers 2. $COHR, $LITE & $AAOI sit at optical front end across lasers, drivers, photodiodes & TIAs with Coherent consuming all of its InP laser output internally, Lumentum demand still running above supply & AAOI already landing a $200M+ volume 1.6T hyperscaler order 3. $SITM is less obvious timing beneficiary supplying precision oscillators inside transceivers on both ends of an optical link so content scales directly with module count as 1.6T deployments ramp 4. $MPWR, $ADI, $TXN, $MCHP & $ON provide power-management layer as higher-speed optics require more voltage regulation, power conversion & thermal control inside every module 5. $APH, $TEL, $GLW, $CIEN, $NOK & $ANET extend the opportunity beyond the transceiver into connectors, fiber & networking infrastructure required to move 1.6T bandwidth across broader AI fabric

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• @StockSavvyShay bullish 734 eng

  $NVDA VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with $MU, $SKHY & Samsung supplying the DRAM & HBM feeding Rubin accelerators while $SNDK adds exposure to storage layer around AI systems • Advanced packaging runs through $TSM, $AMKR & $INTC for foundry, packaging & assembly while $AMAT, $LRCX, $KLAC, $ASML, $TER & $AEHR provide equipment & testing needed to manufacture complex AI chips • Optical networking spans $COHR, $LITE & $AAOI in optical modules, $AVGO & $MRVL in switching silicon, $CRDO & $ALAB in high-speed connectivity & $GLW, $CIEN, $NOK & $ANET across fiber & network infrastructure • 800VDC power reaches from power semiconductors with $STM, $ON, $NVTS, $POWI & $WOLF into power management with $MPWR, $ADI, $TXN & $VICR • Power infrastructure & cooling sit downstream with $VRT, $ETN & $GEV supplying electrical distribution, backup power & thermal systems needed as rack densities keep rising • Compute systems bring full rack together through $DELL, $HPE & $SMCI which integrate Nvidia compute, networking, memory & power into deployable AI systems

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• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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• @WOLF_Financial bullish 452 eng

  Here are the best performing stocks in the S&P 500 so far in 2026 Sandisk $SNDK +557%🟢 $DELL +213%🟢 Seagate $STX +208%🟢 Micron $MU +203%🟢 Western Digital $WDC +197%🟢 Intel $INTC +169%🟢 Lumentum $LITE +134%🟢 $AMD +118%🟢 On Semi $ON +117%🟢 Ciena $CIEN +109%🟢

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• @StockSavvyShay bullish 344 eng

  Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers: • $AXTI +14% • $LITE +13% • $VIAV +12% • $AAOI +9% • $COHR +9% • $CIEN +9% • $AEHR +7% I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.

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• @Venu_7_ neutral 216 eng

  Gavin Baker is one of the investors I respect a lot, and I always pay attention to how he builds positions. Atreides Management (his hedge fund) just dropped its Q2 13F, and there are some very interesting moves. The biggest one: $SPCX - 42% of the portfolio. He bought 27.3M shares around the IPO and made it by far his largest position. Other notable moves: $CBRS - NEW $META - NEW $CRWV - Added +162% $PANW - Added +56% $ALAB - Cut -64% Top holdings also include $MU $CIEN $CRDO $COHR $NVDA. I always say finding the right stock is only half the job. How you size it when you have conviction matters just as much. Definitely one investor worth studying.

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• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @wallstengine bullish 182 eng

  CIENA $CIEN Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.67B (Est. $1.63B) 🟢; +37% YoY 🔹 Adj. EPS: $2.11 (Est. $1.73) 🟢; +215% YoY 🔹 Adj. Oper Income: $375.7M (Est. $323M) 🟢 🔹 Adj. EBITDA: $411.1M (Est. $361M) 🟢 Raises FY26 Guide: 🔹 Revenue: $6.42B +/- $50M (Est. $6.34B) 🟢 Q4 Guide: 🔹 Revenue: $1.75B +/- $50M (Est. $1.7B) 🟢 🔹 Adj. Gross Margin: 45% +/- 50 bps 🔹 Adj. Operating Expense: $415M +/- $10M 🔹 Adj. Operating Margin: 20% +/- 50 bps Segment Net Revenue: 🔹 Optical Networking: $1.19B 🔹 Routing & Switching: $164.4M 🔹 Platform Software & Services: $98.6M 🔹 Blue Planet: $23.2M 🔹 Global Services: $193.6M Other Q3 Metrics: 🔹 Adj. Gross Margin: 46.4% 🔹 Adj. Operating Margin: 22.5% 🔹 Adj. Net Income: $307.7M (Est. $253M) 🟢 Comments: 🔸 “As the only pure-play optical systems and interconnects provider, Ciena’s unmatched combination of incumbency, technology innovation, and deep expertise gives us a powerful competitive edge.” 🔸 “Our expanding supply capacity, strengthening business fundamentals, and increasing operating leverage set the stage to continue to accelerate earnings and deliver long-term value for customers and shareholders.”

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