Ciena

Evercore ISI: AI networking to be the highest growth segment within AI data center semis the next 5 years.

The probability of rate hikes is indeed rising, but Trump's public comments have mixed effects. The greater momentum lies within the market itself. It seems Warsh is being clever: 'Don't look at me for whether it goes up or down; I'm not taking the blame for this.'

Obviously, there is still time until fed decision next week. The probability of a hike this meeting is still very much borderline. Inflationary pressure is real, but I'm still bullish. I think the rate hikes may not come until 2027. I'm optimistic we see some good news in the remaining of 2026 that could curb rate hikes possibilities. Just my opinion.

Memory chip stocks are going up again because of tighter HBM supply. Although the limited supply relative to demand is real, I have observed the stock market is often irrational and price movements can change direction suddenly for any reason. Sizing and risk management are important.

Going to be interesting for memory chips on tuesday opening, we’ll see how it goes, whether it will be higher or lower

The US economy is powering on and now the markets must figure out if that is going to support them going forward. Inflation figures will be key.

Nice rotation going on. As markets try to read a strong labour market and its effects, capital flows back into sold down AI tech beneficiaries of power, memory and networking ilk.

Quiet day for the US markets. All eyes on the US CPI reading later this week which I think would more or less decide the interest rate decision for the next Fed mtg. Until then the market is likely to move sideways I think.

what an interesting ride beginning the Jackson hole, Waller remarks, jobs report and DT's tweet about needing lower rates. Anyone who adjusts positions based solely on such news will be in for a ride. Know your objective and stay your course.

holding both CIEN and COHR here, no interest in picking the one winner out of four names. if the AI-networking shift Deutsche Bank is talking about is real it should show up broadly, not just in whoever i guessed right