Ciena Stock: A Steadier Way Into The Optical AI Trade (NYSE:CIEN)

· seekingalpha.com

Ciena (CIEN) upgraded to Buy after a 30% pullback, as AI-driven optical demand, rising margins, strong backlog, and attractive valuation support upside. See more.

In May , somewhere near the peak of the AI infrastructure trade, I was a Hold on Ciena ( CIEN ) when it was trading close to ~$600, primarily because of the pri...


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