NVIDIA$Ciena(CIEN.US)
Optical networking demand is heating up as hyperscalers race to connect massive AI clusters. I’m seeing the stock around $620 ahead of the next market open.
The market still seems focused on near-term supply constraints and rich multi-year valuation multiples. But what stands out to me is Ciena’s record $7B backlog, backed by essential hardware like the WaveLogic platform.
I see the value in where Ciena sits. Once its gear is designed into the network, customers do not switch easily. That is the part I care about holding.
@Bridge Buzz SG
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