CIEN Has Returned 390.8% in 675 Days Inside Eric Bleeker's AI Portfolio

As seen on the 24/7 Wall St. homepage on September 28, 2026.

AI Portfolio · Eric Bleeker CIEN
1-year hold +390.80%since recommended · 675 days
767.7%371.2%-25.3%

Eric Bleeker's AI Portfolio pick has nearly quintupled in 675 days, from $70.13 to $344.19. That is the price of owning AI infrastructure through the swings.

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Eric Bleeker's AI Portfolio position has gained 390.8% since entry, compressing what many investors hope to earn across a decade into less than two years.

The run was never a straight line, and staying through the drawdowns is what separates the final return from what most investors actually capture.

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This is the price of owning AI infrastructure through the swings: these names attract investors during momentum surges and shake them out during corrections.

For anyone not already in the position, the AI infrastructure trade has not been a one-decision hold. It has required conviction across multiple pullbacks, and the clock on that 675-day run started long before the current price made headlines.

Sources

Mentioned: CIEN

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Biggest movers · At the close
Gainers
  • SHOPShopify$179.5+5.1%
  • SNAPSnap$6.53+4.8%
  • CCZComcast$65+4.1%
  • METAMeta$743.16+3.4%
  • MDTMedtronic$91.45+3.4%
Losers
  • CIENCiena$402.61-10.5%
  • LITELumentum$994.95-9.8%
  • IONQIonQ$36.17-9.3%
  • LCIDLucid$3.44-9.2%
  • AAOIApplied Optoelectronics$100.76-8.1%

The optical names took the worst of it at the close, with Ciena down 10.49% and Lumentum and Applied Optoelectronics close behind. Shopify's gain led a much tamer move on the other side of the 382-stock board.

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Biggest movers · On the open
Gainers
  • AIC3.ai$12.68+10.0%
  • NOWServiceNow$146.84+4.3%
  • CRMSalesforce$238.32+4.0%
  • SHOPShopify$177.66+4.0%
  • INTUIntuit$313.58+3.6%
Losers
  • AAOIApplied Optoelectronics$103.05-6.0%
  • CIENCiena$424.25-5.7%
  • LITELumentum$1,042.18-5.5%
  • NVTSNavitas Semiconductor$10.2-5.4%
  • SNDKSanDisk$1,507.87-4.7%

C3.ai is up 9.97% at the open, leading a board where ServiceNow, Salesforce, Shopify and Intuit all gained 3.5% or more. Applied Optoelectronics is down 6% on the other end of the same board.

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CIEN Ciena
After-hours
$443.84
+13.22% open $392.01
$446$443$440

A 13.22% jump to $443.84 adds roughly $8 billion of market value to a $62.9 billion optical networking name in a single session. Moves that big are rare at this scale, and the $392.01 open is now the level to watch.

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Biggest movers · At the close
Gainers
  • CIENCiena$445.37+14.3%
  • CEGConstellation Energy$300.52+12.3%
  • FNFabrinet$488.18+7.6%
  • NBISNebius Group$250.1+7.5%
  • ALABAstera Labs$388.9+7.3%
Losers
  • TEMTempus AI$71.68-14.2%
  • STXSeagate Technology$806.34-9.1%
  • MRNAModerna$187.05-8.0%
  • APPSDigital Turbine$10.48-6.6%
  • SKHYSK hynix Inc.$182.3-6.5%

Nearly 29 points of spread separated the top and bottom of the board at Monday's close, with Ciena up 14.29% to $445.37 and Tempus AI down 14.21% to $71.68. Four of the five leaders sit in AI infrastructure names.

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CIEN Ciena
Regular session
$433.50
+10.58% open $392.01
$437$416$394

A 10.58% intraday jump to $433.50 adds roughly $6 billion to a $61.5 billion optical networking name in a single session. Moves this size are rare here, and the $392.01 open is now the level to watch if it fades.

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AI Portfolio · Eric Bleeker CIEN
Milestone +532.60%since recommended · 683 days
845.0%407.0%-31.0%

Eric Bleeker's AI Portfolio pick in optical networking has turned $1,000 into more than $6,000 in under two years, with the position clearing 500% in 683 days. The AI data center interconnect buildout did it, and the run is still live.

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CIEN Ciena Corporation
Reports Thu Sep 3 Before open 7:00 AM ET Confirmed

Ciena reports at 7:00 AM ET, and the $50 billion optical networking name is now a direct read on how much AI data center traffic is actually turning into orders. Management's outlook commentary sets the tone for the entire fiber and interconnect complex before the bell.

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