Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
When we talk about AI, our position has been that rising adoption and expanding usage would drive demand for networking as the volume of data created, consumed, and transported explodes. We’ve seen that connect-the-dots-driven line of reasoning play out, particularly with our position in Marvell Technology (MRVL).
While many are caught staring at the back-and-forth movements of Tuesday’s market action, we’re continuing to scour data and articles to update our thinking for the Q2 2026 earnings season that is almost around the corner. As we do this, we are keeping a watchful eye on the 50-day and 100-day moving averages for both the S&P 500 and the Nasdaq Composite.
One of the items we’re chewing through today is an interesting interview with Ciena (CIEN) CEO Gary Smith…