Everything MoneyPublished 2026-09-17
“Every Stock Nvidia Needs to Keep the Ai Boom Going”
$CIENNo side taken
Ciena has strong AI-driven growth but is risky due to high valuation multiples and heavy reliance on few customers in a historically volatile industry.
Fourth, the network. Sienna, ticker CN. AI isn't trained on one computer. It uses thousands of them talking to each other instantly over glass fiber cables. Sienna makes the gear that carries all that data at the speed of light.
Bigger AI means a lot more of this networking. The risk. This is exactly the same industry as global crossing, famous for giant booms and giant buss, and it relies heavily on just a couple of massive customers.