@crux_capital_ · Long CIEN

Gaetano@Gaetano2026

I am quite bullish $CIEN at these levels. When I stress test the optical investment universe trying to find durable companies, Ciena is consistently a top 3 for me. I have posted a lot about Ciena, but for this post let's hone in a bit. Look at what Nvidia is doing and

Gaetano@Gaetano2026

If you guys were to guess Which photonics companies I am most bullish on What do you think it would be? Really curious to hear how my content comes off I an workin on a quick post for X later today that I will explain my thesis behind one thats in my top 3

Read asLong CIEN+4 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

2% of the basket · day 15fades out by Nov 11

Rank per close

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#296

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#314

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#234

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#78

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#103

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#75

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#172

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