Calls
1
Erica Lau
CEO & Lead Portfolio Manager, North Growth Management
Win Rate
0.0%
return
-18.7%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$429.16
-18.7%
Ciena is a leader in high-speed optical technology and a direct beneficiary of accelerating AI data center bandwidth demand. The stock has pulled back despite strong quarterly results and raised guidance, and the company is positioned to benefit across three AI infrastructure layers—scaling across data centers, scaling out connections, and scaling up within racks.
AI Photonics
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Erica Lau has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: CIEN.
