Gary Smith

CEO, Ciena
· tracked since Jun 2026
Calls 1 1 Posts tracked · 1.0/day Posted today
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CIEN long +1.6%
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CIEN ×1
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CIEN long 7 hours ago
Win Rate 100% Long 1 Short 0
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Average Return +1.6% Long Return +1.6% Short Return -
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Long
Jun 04
$526.81
+1.6%
Ciena essential for AI network buildout
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.
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