Calls
3
Divia Nedungadi
Win Rate
100.0%
return
+8.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 03
$333.07
+14.1%
Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).
Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).
AI Photonics
Long
Mar 03
$280.81
+1.4%
Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).
Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).
AI Photonics
Long
Mar 03
$694.43
+10.2%
Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).
Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).
AI Photonics
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Divia Nedungadi has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: CIEN, LITE, COHR.
