$CIEN 0.32 Weak

Notable posts

• @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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• @Venu_7_ bullish 91 eng

  Optics names are having one of their best days in recent times. Good bounce across the group: $AAOI $COHR $LITE $CIEN $MRVL $GLW $TSEM https://t.co/Ok9v7Vd4u0

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• @Venu_7_ bullish 213 eng

  One of the biggest AI infrastructure themes I'm watching over the next 3-5 years is optics. Every new AI data center requires significantly more high-speed optical transceivers, coherent optics, optical DSPs, switches, and fiber connectivity than traditional cloud infrastructure. As clusters grow from tens of thousands to eventually millions of GPUs, the demand for bandwidth grows exponentially. That's why I believe Lumentum $LITE, Marvell Technology $MRVL, Ciena $CIEN, Applied Optoelectronics $AAOI, and Corning $GLW could be some of the biggest beneficiaries over the next few years. - Lumentum $LITE: EPS expected to grow from $6.21 to $28.70 by 2028. - Ciena $CIEN: EPS expected to grow from $3.09 to $14.40 by 2028. - Marvell Technology $MRVL: EPS expected to grow from $2.96 to $9.20 by 2029. - Applied Optoelectronics $AAOI: EPS expected to improve from -$0.66 to $4.75 by 2027. - Corning $GLW: EPS expected to grow from $2.11 to $5.84 by 2028. On average, these optics leaders are expected to grow EPS by nearly 3.8x (+279%) over the next 3-5 years, highlighting just how powerful the AI infrastructure buildout could be for the sector. Other names I'm watching in the ecosystem include Arista Networks $ANET, Coherent $COHR, Cisco $CSCO, Viavi Solutions $VIAV Compute, networking, optics, memory, storage, cooling, and power all need to scale together. I believe optics will become one of the most important picks-and-shovels themes of the AI infrastructure buildout over the next decade. Most of these stocks are currently testing or sitting near their 200-day moving averages, which I view as a healthy reset within a longer-term uptrend rather than the end of it. If AI infrastructure spending continues to accelerate, I believe this group could still be in the early innings of a much larger secular growth story.

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• @cevikfinance bullish 42 eng

  $CIEN biraz uzun vadeli bakmak lazım ama haftalıkta güzel setup var. https://t.co/wqjBQ0jVFX

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• @AhmetSunelcan1 bearish 26 eng

  $CIEN bir miktar maliyet düsürmek icin satildi.

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• @TheETFTracker neutral 28 eng

  ANTHROPIC IS THE 2ND LARGEST HOLDING IN THIS ETF Here is every holding inside the Tema Photonics & Optical ETF $LAZR : Lumentum Holdings $LITE 17.23% weighting Anthropic 12.06% Aixtron 9.99% AXT $AXTI 9.40% Applied Optoelectronics $AAOI 5.57% Tower Semiconductor $TSEM 4.82% Furukawa Electric 4.78% Aehr Test Systems $AEHR 4.38% Eoptolink Technology 3.87% Zhongji Innolight 3.66% Landmark Optoelectronics 3.54% Yangtze Optical Fibre & Cable 3.49% Ciena $CIEN 3.11% Coherent $COHR 3.04% Veeco Instruments $VECO 2.93% Yuanjie Semiconductor Technology 2.37% Suzhou TFC Optical Communication 2.30% IQE 2.06% Sivers Semiconductors 2.03% WIN Semiconductors 2.03% Soitec 2.01% IntelliEPI 2.00% Himax Technologies 1.76% Semtech $SMTC 1.63% SiTime $SITM 1.62% Disclosure: Tema is a WOLF Financial partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

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• @AIStockSavvy neutral 24 eng

  📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $CIEN Ciena plans $2 billion convertible notes offering

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