#395
Alpha Score 53.2
Kieran Cavanna
Head of Content, CoinDesk
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 29
$475.65
-10.0%
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
Photonics
Long
Apr 29
$819.52
+3.7%
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
Photonics
Long
Apr 29
$48.20
-2.7%
The US grid is aging, and electrification, onshoring of industrial production, and AI data center power demand are creating a mega infrastructure spending cycle. Old Farm owns power and infrastructure assets to capture this trend.
Energy
Long
Apr 29
$446.67
+43.2%
Semiconductor capital equipment companies are poised to benefit from the construction of new memory fabs and ongoing AI demand. Old Farm is working on a strategy focused on semicap equipment.
AI/Semi
Long
Apr 29
$55.23
-13.5%
Nuclear power demand is rising due to AI data center power needs and restarts of plants like Three Mile Island. This directly benefits uranium miners. Old Farm has a co-invest focus on uranium miners that has performed well.
Energy
Long
Apr 29
$43.60
+8.2%
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
Photonics
Showing 6 of 6 picks · sorted by mentions
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Kieran Cavanna has 6 trade ideas tracked on Buzzberg across 6 tickers since April 2026. Ranked #395 on the Buzzberg Alpha leaderboard. Most covered: URA, SMH, CIEN.