Michael Sikand(@michaelsikand):My photonics fund is getting lit up today with its $1.4M $CIEN allocation. The stock is flying 10% today because $MRVL's investor day presentation attributed a guidance raise to connectivity (including from 1.6T DSPs) that indicates higher scale-across demand for $CIEN. The stock is up 34% since @AsymmetricBets_ said the September earnings reaction "went too far". 2600+ investors hold this name with me as a 7% weighting in my Photonics Is Next portfolio on @joinautopilot, with $19M AUM.

Michael Sikand

@michaelsikand

Investor & Entrepreneur || $50M AUM On @joinautopilot || Forbes 30u30 || Prev exit to @morningbrew

参加 February 2015

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Michael Sikand@michaelsikand

2026.10.06 17:24

My photonics fund is getting lit up today with its $1.4M $CIEN allocation. The stock is flying 10% today because $MRVL's investor day presentation attributed a guidance raise to connectivity (including from 1.6T DSPs) that indicates higher scale-across demand for $CIEN. The stock is up 34% since @AsymmetricBets_ said the September earnings reaction "went too far". 2600+ investors hold this name with me as a 7% weighting in my Photonics Is Next portfolio on @joinautopilot, with $19M AUM.