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CIEN earnings setup: bullish positioning, but elevated IV changes the trade setup
VPG Next bagger Humanoides witg new 63$ target by analist
After hours moves - bought: USO, short: LITE, CIEN, SNDK, WDC
CIEN investors right now: accidentally rich
Another undervalued photonics pureplay: $SMOP.OL
Nokia, ciena and arista may be the most bullish Ai plays even if a lot of Ai goes bust.
contrarian names I like better for 2026 than MSFT
Which of these 10 stocks do you think has the most potential? I'd love to hear your suggestions...
(CIEN) Ciena Q4 2025 Earnings Call | Live Transcript at 8:30am ET
Everybody Walk The Dinosaur - Oracle Turned On Lights To The AI Party
Pre-Market Gainers and Losers for Today (September 4, 2025) 📈 📉
Mentions
Solid flow breakdown. The thing to be careful of with elevated IV into earnings is that even a bullish move can get crushed by IV crush on the long side - which is why the institutional positioning you're describing (large net bullish premium) is interesting but needs context around the structure of those flows. If the $6.3M net bullish is concentrated in short-dated calls, those holders are betting on a sharp upside move and benefiting from a directional payoff before theta decays them. But if it's longer-dated, those could just be hedges for existing equity positions rather than directional bets. The other thing I track on setups like this is the actual order book pressure around the expected move strikes - whether the market maker hedging creates a gravitational pull toward a specific price by expiry. I use real-time Z-score and imbalance data from my [AlphaSignal](https://alphasignal.digital/) dashboard to track this. CIEN's options flow looks more like institutional hedging to me than outright directional speculation, but I could be wrong - what's the IV rank sitting at right now?
anyone playing CIEN earnings?
Yep I'm in on XE, LFVN instead of CIEN after today
Hope not but CIEN is next in line to dump after earnings
CIEN premarket, how are we feeling?
im staying away from CIEN now. Pelosi didnt buy PANW so i wont either
CIEN price prediction after earnings tomorrow?
Morning Entries: - Calls A: CIEN • AVGO - Calls B: NTSK • FIVE • BF/B - Puts: AI • CHPT • VEEV Disclaimer: if you or any of your team are discovered the director will disavow any knowledge of you or this mission. These stocks will self-destruct in 3..2..1..
I mentioned CIEN yesterday. They had themselves a day today But they don’t report until Thursday! Still time to hop on the photonic train
I dk , but that 1 year CIEN chart is absolutely bonkers
CIEN is releasing earnings on June 4th? do we believe it is "priced-in" or there is room for growth? AVGO - Same with AVGO.. do we see more pump due to GOOG $80B bonds or is it already priced in? thinking to go $5-10K for CIEN and $10K+ for AVGO (no options, just plain stock) any insight + feedback would be appreciated. I know AVGO is fundamentally strong but I always found CIEN to be more opportunistic AI stock..
POET — photonics / optical engines — **B / speculative B+**. Real AI data-center optical angle with 800G / 1.6T engines, but smaller and more speculative than COHR/GLW/MRVL/CIEN. Belongs in the photonics bucket.
CIEN — optical networking / data-center interconnect — **B+**. Good add. If AI clusters keep scaling, optical interconnect becomes a real bottleneck layer.
I thought about this in late 2024 and came up with CIENA (CIEN). I was fool enough to sell to early... But yeah, they provide infrastructure and advances for fast internet. While I agree to several companies mentioned, the stream of adoption requires also internet providers with the lowest the latency and the highest bandwidth.
Watching: AEHR CIEN OUST
They've all pumped. AAOI, CIEN, CLS, LITE, COHR
I like the setup for CIEN earnings. These GPUs won’t be fully utilized without high-speed photonics linking them together. Hyperscalers are deploying Ciena’s gear as fast as they can get it
CIEN, cieg, or GTLB
$CIEN seems to be a decent buy before earnings, no? Down 2.6% but found strong support.
300x$32 SNDK. Diversified 2/3 at $550 into ENPH, LITE, CIEN, UNH. Bought calls when there were major dips along the way.
photonics is the move with QC pumping. LITE, QCLS, CIEN, etc
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
It was actually mostly telecom. Companies that actually moved the market, with some of the larger market caps were part of the fiber optics infra buildout and networking solutions. CSCO, INTC, CIEN, ORCL, IBM, VRSN, QCOM, Lucent and Nortel (both don't exist anymore). CIEN is up like 700% in the last year and it's still down nearly 50% from its all time high during the bubble
wtf CIEN chart looks familiar
Hmm. Space holdings? That's like saying you got money to burn on a ten year time horizon. The future is right f..ing now. There's companies like MU and CIEN making huge gains. Don't get washed up in ASTS or some shit. Think about your future! (Next week. Not in 2035)
> tough luck i can never talk about it to anyone, used to tell people and they either get jealous or ask me how to trade. never goes well! This is so true 🤣 I hate being a "trader" my nephew or stepson ask for advice (how do I start?) and I show them my wife's boring account (QQQM + VTI + VOO) always goes up! - just do this Every time they want to see my account but - it's jagged lines (going up radically more than the wife) but I cannot possibly explain to a 21 yr old kid how to "trade" for profit. Just invest young man! Go with solid index funds! (But why are you holding CIEN and MU and FCFS if you think we should just buy index funds?)
Sell calls and buy puts…I did that on CIEN…
Me too. Down 5% on the day. Shares only. Fuck. All my high flyers got rekt. ENLT CIEN COHR TPC NBIS IREN etc.
SNDK is my golden goose. Bought in around $32 last year. Riding calls here and there. i.e. just bought this SINGLE Call last week and exited today for a casual 200% https://i.imgur.com/eriAzsO.png Sold half around $500 to diversify. (UNH, LITE, CIEN. All doing well, but not as crazy as SNDK).
Memory, storage, and optics. Ticker: MU SNDK LITE CIEN
Nice... Been following LITE, CIEN
CIEN up 5X since September. Almost no volatility. You could draw that chart with a ruler.
KOPN looking great on next generation Micro LED optical connector after robust billions in capex announcement from big techs. POET AAOI CIEN LPTH LITE
KOPN to the moon on AI hype train. Micro LED based optical connector. $15 Million purchase order. LITE POET AAOI LPTH COHR FN CIEN
$CIEN The company has moved from being primarily a telco optical vendor with cyclical, lumpy demand to a central supplier of high-speed connectivity for hyperscalers, neoscalers, and service providers, with visible multi-year growth underpinned by a large order book and technology that appears 18–24 months ahead of peers in key seg
$CIEN… Ciena is in the middle of a structural re-rating of both its fundamentals and its perceived strategic relevance as AI shifts the bottleneck from compute to networking. The company has moved from being primarily a telco optical vendor with cyclical, lumpy demand to a central supplier of high-speed connectivity for hyperscalers, neoscalers, and service providers, with visible multi-year growth underpinned by a large order book and technology that appears 18–24 months ahead of peers in key segments.
Dude I am like 90% sure you mean CIEN. CEIN is a borderline bankrupt power producer with collapsing revenue and mounting debt. Pls don’t tell this rando to yolo his savings into CEIN…
Who loaded CIEN puts ?!! OH MY GOD
CIEN I would like you to have one of those fun +$40 days for no good reason.
Bought last year along with CIEN. It's been a good year 🍻
COHR, LITE, CIEN, MRVL, AVGO and..............Intel. This sector is packed with companies experiencing excellent growth right now but those are the the ones I have positions in. Go watch the Asianometry videos on YouTube where he coveres photonics topics, It's a great watch.
Among all this green, it was a bad day to hold calls on LITE and CIEN. Down a solid 24% on the day.
Maybe MSFT gang should just buy SNDK, WDC, STX, CIEN, MU?????
As you should be long during the pump. Just watch the market recover from Trump's speech on Wednesday night should tell any smart trader that the market was looking for any single good news to pump. It just so happened to be the Iranian Hormuz toll that did it. Although it would still be a 50/50 game, the market was leaning to the upside. I had a solid chunk in long positions from FLY, PL, MU, MUU (short term MU play), ESE, CIEN, and then I hedged it with USO and UCO Wednesday afternoon. I use Schwab for my stock positions, and I sold out of all the long except for 1/2 MU position, and 1/4 ESE position while still holding USO and UCO. Adjusted hedge by selling UCO at $40.30 also in premarket. At the open when it was clear the market was not going to drop anymore (I watched MU open around $340 and did not drop below that premarket $339 level), I bought them all back. Some of them like MU, I sold at $352 in pre and bought back the same amount at $348. Same with MUU selling at $129 and buying back at $127. I got ESE back at the exact price. There were a few like FLY and PL where I bought them back higher than my exit (PL exit at $29.5, bought back at 31, and FLY exit at $28, and bought back at 29.3). Also exited USO at $138.15 by 9:45am. Sure, there were a lot of adjustments, but it paid off as all the long positions are in the green while both hedges were also green. If anything, anyone wanting to 0dte index trades should be looking at a surprise rally instead of a surprise selling.
MU, LITE, VICR, maybe CIEN. Possibly SNDK but I’ll wait for it to dip again if it does. Stocks tied to AI datacenters are the only ones I can see making money this year with all of the bs going on. Sure you could bet on the war and load up on defense and oil stocks, but that could all crash if some sort of stability is reached. 2026 not looking great.
5 year charts on MU, WDC, STX, CIEN and others are absurd. Straight up. Exactly like the .com. Nothing stays looking like that very long.
Done for the day. SPY puts bought right at the top (Monday expiry; I never do 0dte) are closed now. Sold DELL, FIX, and CIEN calls and closed them also. Options selling is more consistent income
CIEN and MRVL will be S&P 500 adds. Follow the $ - Mark it.
Just like other tech, CIEN rektd after great earnings
lol CIEN got absolutely slaughtered after beating earnings and raising guidance
What do you all think about CIEN?
Why aren’t we talking about CIEN!?
I had 100X CIEN 120C that I sold for $1.2 (90% loss) last year. Each of them is worth $240 now. BROOO END ME
Is LUMN a good optics company to buy? There are many optics companies in this sector (GLW CIEN NOK LITE etc) so I'm not sure what their MOAT is
I sell at the wrong time. Once I sell the stock inexplicably climbs higher. NVDA, LITE, CIEN, NXT. Meanwhile I keep so many others waiting for a rally that doesn’t come.
I think CIEN has the best moat, wouldn't be surprised seeing it go to 500-600 in the next 3 months, optical (CIEN, GLW, LITE) is the next memory (MU, SNDK, WDC)
"cannot be determined by the fundamentals." In terms of only focusing on things that are "cheap", part of this sub has been going on about PYPL for the last 3 years only to see it go down another 20% yesterday. "I would say that MU seems to be the only one sticking out a bit as a possible further runaway" The memory story has already run a lot but could certainly continue further before a shortage eventually turns into a glut (or perhaps normalization, if the demand for memory going forward is just going to be permanently higher.) Optics/photonics doing very well - look at LITE earnings last night and names like CIEN/COHR. There's a lot of things doing well, but what is doing well - imo - has become a bit more esoteric instead of "just invest in Mag 7." I mean, look at Nitto Boseki in Japan and a shortage of glass fiber. https://www.tomshardware.com/tech-industry/artificial-intelligence/glass-cloth-could-be-the-next-great-ai-shortage-as-major-manufacturers-scramble-to-secure-critical-material-japanese-manufacturer-courted-by-apple-nvidia-google-and-amazon The concern that I have in the short-term is that the "short software/long AI" trade gets even more extreme and you see a reversal in that, but imo it would be a buying opportunity for AI names.
I appreciate a post that isn't AI generated DD with rockets. I'll give these a look. I'm hesitant to touch Rivian just because its a luxury EV company without any Federal backing anymore. I love the company and the idea behind it but from an investment standpoint it would be speculative on hype. FLR, CIEN, and LHX look most interesting to me.
Within the AI or AI adjacent names, I got MU (biggest position in the portfolio), CIEN, VRT, IREN, NBIS, FLNC, and SMH. Basically, long on memory, connectivity, cooling, two computes, battery, and broad market chips. After AI, I have material/metals, consumer disc, and space basket. In terms of size, AI is my biggest theme, followed my metals, disc., and space.
Thanks, I hope it works out for both of us. Do you have a 1 year price target on CIEN?
I'm up 400% on CIEN but you do you.
They aren't. They are tangentially related to AI, but they aren't doing anything particularly groundbreaking, the company is just new. If you want to be in on transceivers/telecom you may have missed the bus on CIEN/CSCO (or maybe not who knows). NOK hasn't gone to the moon but that's mostly because they recently acquired JNPR and the final look of the merger is extremely uncertain, and likely will be for a few years, so whether the market ever loves them like that is debatable.
I've been holding a lot of stocks outside the US. With the dollar continuing to drop, even if these stocks stay at an even level in their own currency (mostly Euro) I'm making 10%. My favorite right now is SAABY. The Viggen is very appealing if you canceled your F-35 purchase, and it would be the fighter of choice to fight the US Air Force. No other first line fighter has the dispersion capability that thing has. And it up 38% in the last month (in $). Also looking at CIEN and GLW for the fiber optic market. AI needs huge fast pipes, and increasingly for home connection.
Top 10 Stocks for 2026 (Steven Cress, Seeking Alpha Quant List) Cress selected the following tickers as his highest-conviction Quant-rated picks for 2026: � Seeking Alpha Celestica (CLS) � Seeking Alpha Micron Technology (MU) � Seeking Alpha Advanced Micro Devices (AMD) � Seeking Alpha Ciena (CIEN) � Seeking Alpha Coherent Corp. (COHR) � Seeking Alpha Allstate Corp (ALL) � Seeking Alpha Incyte (INCY) � Seeking Alpha Barnes Group (B) � Seeking Alpha Willdan Group (WLDN) � Seeking Alpha Allegheny Technologies (ATI) �
OKLO, CIEN, and BE good luck buddy
Something dodgy is going on with CIEN, I just can't prove it
Lol...you're completely missing the point The point being that so many companies are crushing earnings now because we are in the stage where every company and investor is piling into any thing AI related for fear of getting left behind...but what happens when these mega tech companies realise that scaling AI to absurd levels by building more and more GW of data centers is doing nothing to improve their ability to monetize AI? You think they will just keep throwing more money at chips and data centers? And what happens when they pull back on capex spending and commitments to companies like Oracle that are handling most of the infrastructure buildout by taking on massive debt? Plenty of companies were crushing earnings due to all the capex spending by companies that didn't want to get left behind during the dot com bubble...one company, Ciena $CIEN, was doing over a billion of revenue...Nortel was doing over 10 billion in revenue...when the bubble burst and people realized that a shit ton of the capex spend was wasted on laying out fiber that wasn't going to be used, that was a large contributing factor for shit hitting the fan Ciena's revenue dropped to 300 million and its share price dropped over 90% - interestingly, CIEN is again the beneficiary of the current bubble after surviving through the last one...go look and see how the stock has pumped in the last year or so due to AI...definitely will be interesting to see if history repeats itself As for Nortel, its revenue dropped to around a billion and they eventually went bankrupt...the following years after the bubble burst was dubbed "the nuclear winter for telecom companies"...you think this won't happen to data centers when everyone figures out that there is an overcapacity of them? Or are you thinking that this time around, it's different? Why would it be different? Because the ones doing most of the spending are mega tech companies with strong earnings and balance sheets? I'll concede that if the bubble bursts this time around, shit won't be as bad as the dot com bubble because of this exact reason...but if you think MAG7 companies will be immune from their stock price tanking when AI development eventually hits a wall and they don't have any significant revenue to show for it, then you're deluding yourself Look at how Meta's stock was punished during 2022 for its misadventures with the Metaverse...the exact same shit will happen again this time around when each newer version of ChatGPT and other LLMs released are less and less impressive and investors start getting antsy and demand to see revenue from AI...and if you think OpenAI and their $20 monthly subscription is going to convince investors that hundreds of billions of capex spend is justified, then again, you're deluding yourself A lot of the hope for AI rests on one private company with less than 20 billion in annual revenue...and one that is expecting to burn through nearly 500 billion in cash by 2030...OpenAi better come up with some amazing breakthrough in AI or find some miraculous way to monetize it...because monthly personal or enterprise subscriptions and partnerships with Shopify and Etsy just ain't going to cut it....if they don't come up with something game changing soon, the hype is going to greatly diminish and that will lead to a massive overcapacity of data centers just like what happened with fiber optic cables in the dot com bubble And lastly, you cannot possibly state SPY =/= AI bubble when 70%+ of the gains since 2022 is directly attributable to AI...if the AI hype diminishes or worst case scenario, it dies and the bubble bursts, how quickly do you think SPY is going to give up most of those gains?
$CIEN is insane lol up 300% Y/Y
Well seeing so much red this morning blows. Need CIEN to smash earnings
Need CIEN and AVGO to hit solid AF earnings tomorrow and hopefully have some big moves
Hoping CIEN has a monster day for earnings tomorrow.
These are my tickers **CIEN $210 Call** *1/16/26 – 1 Buy* **–$1,065.00 (–42.26%)** **DNN $4 Call** *1/16/26 – 1 Buy* **–$57.00 (–98.28%)** **COIN $380 Call** *1/16/26 – 1 Buy* **–$5,475.00 (–94.64%)** **BULL $15 Call** *1/16/26 – 2 Buys* **–$481.00 (–94.87%)** **MSTR $360 Call** *1/16/26 – 4 Buys* **–$12,714.00 (–96.33%)** **NKE $75 Call** *1/16/26 – 1 Buy* **–$576.00 (–83.48%)** **JD $40 Call** *1/16/26 – 1 Buy* **–$208.00 (–96.74%)**
All these are long calls **CIEN $210 Call** *1/16/26 – 1 Buy* **–$1,065.00 (–42.26%)** **DNN $4 Call** *1/16/26 – 1 Buy* **–$57.00 (–98.28%)** **COIN $380 Call** *1/16/26 – 1 Buy* **–$5,475.00 (–94.64%)** **BULL $15 Call** *1/16/26 – 2 Buys* **–$481.00 (–94.87%)** **MSTR $360 Call** *1/16/26 – 4 Buys* **–$12,714.00 (–96.33%)** **NKE $75 Call** *1/16/26 – 1 Buy* **–$576.00 (–83.48%)** **JD $40 Call** *1/16/26 – 1 Buy* **–$208.00 (–96.74%)**
$MRLV loss is $CIEN gain
Check out the momentum behind CIEN... optical networking within datacenter is where the momentum is right now...
Thoughts on VSAT CIEN? They are in an uptrend
CIEN chart looks good but low volume is scawwy
I sold 100x CIEN120C 2026 Jan for $1.35 about a 90% loss. Each is worth $40 now
100x Jan 2026 CIEN I closed for 90% loss at $1.35 are each worth $30 now. FMLLLLLLLLLLL
Talking about how good CIEN is
That’s good. I sold yesterday and will pick it back up when it’s in the $26.xx range or lower. I’m going for cheaper stuff right now, ONDS, VERI, UAMY, LIDR, PL, and MDAI. Essentially I’m going where government funding or contracts are going for penny stocks. UAMY will hopefully get what they need soon to keep expanding their smelting operation for antimony. Some other stocks that have been doing well since I sold out of them are LITE, CIEN, and GLW. GLW had good earnings recently. I might get back into these myself on a pullback, but I’m just trying to not stretch myself too thin with the macro economy in flux like it is.
I think CIEN is a good play