Calls
1
Gary Smith
CEO, Ciena
Win Rate
0.0%
return
-27.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 04
$526.81
-27.9%
Optical networking is underinvested in the AI ecosystem; Ciena is the dominant player with durable demand from hyperscalers. The company has quadrupled its earning power year-over-year, raised its forecast, and has a $7.7 billion backlog. Connectivity becomes more critical as compute constraints increase, making Ciena essential.
AI Photonics
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Gary Smith has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: CIEN.
