After the close $AVGO posted blockbuster numbers, driven by AI datacenters and before the open $CIEN did the same, once again due to datacenter demand.Ciena on call: Guides Q1 and FY25 revenue above consensus; raises long term revenue growth forease to +8-11%  (73.23)Co issues upside guidance for Q1 (Jan), sees Q1 (Jan) revs of $1.01-1.09 bln vs. $1.00...Read More

I have meetings after the bell and all day tomorrow, so I wanted to chime in on today’s action.CPI came in line with expectations: no surprise there. There is a spike happening just about everywhere: natty, oil, stocks, gold, cryptos and even bond yields. This is what you call a “melt up” day.Large capped tech...Read More

I chose to keep $ORCL because their AI datacenter business is booming but sold $TOL after their earnings downfall due to my overexposure to industrials. Today we, once again, saw markets rip the open higher and then drift lower all day, with the especially frustrating aspect of general indices being relatively unchanged, crossed against many...Read More

It was bound to happen, as many of my positions went parabolic last week. I attempted to soften the blow by selling a good portion of $NBIS and $CRDO at the open. In addition, I took gains in $GDS, $SITM, $SNOW and cut loose $UBER. But when you have a dozen stocks off by 3%+,...Read More

To get an idea what is happening now in tech/AI/datacenter build outs, have a listen to the $DT QnA at the recent UBS conference. https://web.quartr.com/companies/6311/events/258619?targetTime=0.0Read More