Divia Nedungadi

· tracked since Mar 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
CIEN long +86.3%
COHR long +48.7%
LITE long +31.0%
Worst Calls
No live losers yet
Most Mentioned
CIEN ×1
LITE ×1
COHR ×1
Recent Calls
COHR long 3 months ago
LITE long 3 months ago
CIEN long 3 months ago
Win Rate 100% Long 3 Short 0
Win Rate
7d 33%
30d 67%
90d 100%
Average Return +55.3% Long Return +55.3% Short Return -
Average Return
7d -3.0%
30d +15.1%
90d +43.5%
Result
Result
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Side
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P&L
Thesis
Theme
Source
CIEN Ciena Co... Ciena Corporation
Long
Mar 03
$333.07
+86.3%
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).
Photonics
YOUTUBE
COHR Coherent Corp. Coherent Corp.
Long
Mar 03
$280.81
+48.7%
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).
Photonics
YOUTUBE
LITE Lumentum... Lumentum Holdings
Long
Mar 03
$694.43
+31.0%
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).
Photonics
YOUTUBE
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