I am rating Ciena Corporation ( CIEN ) a strong Buy because the market still treats optical networking like an old telco spend. All this while, management is describing something much closer to an AI-era capacity land grab. TheyKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the under ...