Why bullish $CIEN and $NOK?
Lets understand how $CIEN and $NOK stand to benefit from everything $LITE and $COHR just told us about scale-across.
We'll talk about this through 2 lens: Demand and Supply.
Demand first.
AI campuses are getting large and are spanning multiple
Gaetano@Gaetano2026
Why bullish $CIEN and $NOK? Lets understand how $CIEN and $NOK stand to benefit from everything $LITE and $COHR just told us about scale-across. We'll talk about this through 2 lens: Demand and Supply. Demand first. AI campuses are getting large and are spanning multiple