Ciena: Building the Modern Internet Infrastructure from the Philippines to the Atlantic

Already in October 2024, when we first reported on Ciena, the company was considered one of the major beneficiaries of the emerging AI boom in the networking sector. The key argument for this was the technological edge in the optical networking sector, which was expected to gain even more significance due to the increasing importance of high-speed connections for training and operating AI models. Since then, the stock price has more than tripled, reaching a new all-time high just yesterday, on November 10, 2025. From this point, further attractive...