Ciena will likely be down 5% or more early tomorrow morning after one of its suppliers, FNSR, just blew up after hours by guiding estimates for next quarter’s sales and earnings down big time. I bought 1/10 of how much I’ll eventually want to own and will probably by another 1/10 slug tomorrow and perhaps again the next day depending on price. More tomorrow. Good night.
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
We hit on everything from the recent rally in the Russell 2000 small-cap index to Cody's take on Tesla, TransMedics Group, and Startup Investing.
Earnings season is upon us and we have four stocks in the portfolio (NFLX, TSM, TSLA, and AMZN) that will report over the next two weeks. We are going to provide earnings previews for each stock.
We're sticking with Tesla and continuing to bet on Elon's brilliance.