$Ciena(CIEN.US)

This position is a good reminder to separate the business thesis from the price chart. The screenshot shows a strong unrealized gain, but that alone is not the whole story.

What I liked about Ciena was its exposure to network infrastructure, optical connectivity, and long-term data traffic growth. It is not one of the louder AI trades, but it supports the backbone of digital demand.

The key risk is that infrastructure spending is cyclical. So even after a strong move, I want to stay disciplined: let the thesis play out, but keep the position size reasonable.

@Bridge Buzz SG