Ciena (NYSE:CIEN) has surged as investors look for the next layer of the AI buildout. The core question is whether its 800G and 1.6T optical networking tools make it a hidden winner, or whether expectations have already raced too far ahead.
Stock prices used were the market prices of June 19, 2026. The video was published on June 30, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.