The Analysts

@crux_capital_

@crux_capital_ · Sun, Aug 16

Gaetano@Gaetano2026
This is a really big deal.. $CIEN $NOK $ADTN $LITE $COHR $100B+ scale-across estimate DCI ports going from <1M today to 20-40M by the end of the decade. And ~30% of the market could be tied to links stretching 100km+. That means two things happen at once: 1 - Way more
19d agoview on X ↗

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

Read as

Long CIEN, Long NOK, Long ADTN, Long LITE, Long COHR · High confidence

Confidence

High0.97

Counted from

Mon, Aug 17 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 18 · fades out by Sep 27