Dell and Vertiv both fell significantly today, with Ciena dropping over 6%—all are targets in the data center supply chain, moving down on the same day, but in different ways.
My understanding is: Dell is more about valuation adjustment, while Vertiv's power supply chain is being dragged down by tariffs; as for Ciena's recent drop, is there a real fundamental issue, or is it just following the market decline? Can anyone who follows this stock share their thoughts?
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