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05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Ciena just showed why AI infrastructure is bigger than Nvidia
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
I made my $1,200 on Dell calls. I'll call that a win. Glad I didn't go calls on AVGO or CIEN. Yikes
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **CIEN** | $380.00 (above) | $353.36 | +7.5% | 23h 60m |
feel like CIEN earnings in 9/3 gonna tank into the toilet like palo
30 mins ago or so I said buy CIEN at $356, it’s now already $363. You’re welcome
Buying CIEN here before earnings is the easiest money I’ll ever make.
Now into CIEN for $8k, they are going to blow earnings out of the water
Literally somehow played the trade to perfection for once. Sold my 4 PLTR puts right after open, added shares in SOFI and CIEN, added some CIEN calls short time ago. It’s like Xmas
Damn I wish I caught that, was too focused on SOFI and CIEN
New positions started in CIEN and SOFI
Does CIEN ever go up? I bought the dip late june but it just kept dipping.
Do you all have any picks in the datacenter space that are still kind of beat down? Like NOK and CIEN in photonics are still low… but any other ideas?
Guys, NOK and CIEN were beaten down and even though other photonics are back to ATH they are still value buys. That’s what is going on.
Maybe it’s a good bet and could pay off but defitbely not as good as MSFT AT 350 a month ago or CIEN at 310 a week ago
I currently own LITE and CRDO. CIEN is another great photonics stock. People think CRDO is a copper connections, but they just bought DustPhotonics. This is what Google said about Dust... DustPhotonics specializes in silicon photonics and the development of Photonic Integrated Circuits (PICs) for high-speed optical data center connectivity. Their technology integrates optical functions onto a single chip to convert electrical signals into light pulses for 400G, 800G, 1.6T, and future 3.2T networks.
Not a bad one to pickup as well as LITE CIEN etc
I aint complaining, but CIEN from 400-480 and NOK from 11.5-13 in less than two days on no news is diabolical. Granted they were beaten down a bit
TSEM and CIEN both recovered from reverse splits
You should have bought CIEN
Keep only 5. AMD. WDC. CRDO. STX. CIEN
MU is down, CIEN is down, most semis are down today intentionally waiting for MUs earning calls which are going to be crazy just to send them back up. Think about it
Photonics stocks all ripped today for no particular reason. Maybe institutions preparing to rotate in after MU earnings. Either way I’m balls deep in AXTI and CIEN. Small position in LITE.
Who turned the CIEN and NOK rocket back on. Goddamn
I know. So dumb. I should have dumped them all on the end of May bounce. I didn't think they continue to be slaughtered after all year being destroyed. Anyway, out with the bad and in with the new. I bought CIEN. The latest dump was an overreaction. I will make my money back.
There are plenty of stocks that dumped today if you paid any attention. For instance CIEN ripped to $480 and now back down to $450
Greatest V along with CIEN and GLW IF the Middle East conflict doesn’t escalate
AXTI, CIEN OVERSOLD, thank me later, remember DCA
PL and CIEN, what do you think?
Calls on CIEN, thank me later with a gift 🎁
CIEN a buy? Was there earnings bad?
Sure, Marvell is in the perfect competitive position to be the next major company (IMO). The biggest advantage Marvell has is that Broadcom has been so incredibly dominant as of late and hyperscalers are desperate to escape Broadcom's monopoly. As a result, Marvell has been seen as the Broadcom alternative for the hyperscalers. The second major advantage is that Marvell is incredibly well positioned for the future. The main thing Marvell is known for is ASIC chips, a market Broadcom dominates. Marvell scored big design wins with Microsoft and Amazon. Microsoft is way behind and is in desperate need to scale up its Maia chip to avoid paying the Nvidia tax. Microsoft and Amazon are desperate to integrate more and more of their ASIC chips into their cloud solution to lower the cost of inference so this market is one of the most important for the AI rollout. Recently, Google is looking to expand its chip vendors beyond Broadcom and Google is the leader in ASIC. The next big thing is Marvell is a major player in networking. It has recently purchased a bunch of optical companies to position it as the brains of optic-based data centers. This is important because we have hit the limits of copper and are starting to convert to light. This is why companies like LITE, COHR, CIEN are all skyrocketing and Marvell is fighting for arguably the most important spot as they develop the brains. NVIDIA is still the kingmaker in this industry and NVIDIA is doing everything to support Marvell because a weakened Broadcom is good for everyone.
Closed my soxs and sndq at mid day thinking wont further drop and directed capital already at current long positions in rockets and networking and chips. Dip kept dipping and got ass handed. Port down 16%. Monday if it dips again, i will be begging. PL, RKLB, CIEN, HUT, NASA, CBRS, RDW, OKLO all 2x tickers :)
avgo, cien, PL, rkb, cbrs, rdw all 2x diddled me for past two days. soxs and sndq helped with port not completely getting poof. PL, CIEN drop feels overdone.
AVGO down 13%, MU down 6%, CIEN down 15%, ARM down 6%. Nasdaq flat. Money will not leave this market. It's just rotating, and will rotate back to semis when everyone starts chasing again.
CIEN deserves this comeback
Trying to decide between $CIEN and $AVGO dip buys. They're both compelling. 😵💫
I’ll take a chance on CIEN calls
# CIEN Drilling into the Earth’s Core 🪨 🕳️ 🔪 🩸 📉
Good lord I'm happy I exited CIEN
I'll start a position in $CIEN, $500 seems like a steal.
It just warms my heart knowing that 🟠 invested heavily in AVGO, CRWD, and CIEN
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 🍻