Ciena Drops 10% After AI Sugar Rush — Supply Chain Reality or a Rare Buy Window?

Ciena just suffered a violent 10% reversal, crashing back to earth after last week's massive AI-networking rally. Despite having the game-changing tech needed to build the future of hyperscale data centers, a nosebleed valuation and physical supply chain bottlenecks are bringing investors back to reality. Throw in some sudden insider selling, and Wall Street is taking profits. In this episode of Implied, we break down the physical limits of the AI hardware boom, why infrastructure takes time to scale, and whether this sudden pullback is a warning sign... or the exact entry point big money has been waiting for.