Bloom Energy, which provides natural gas fuel cells for data centers, is unaffected by rate hikes and will benefit from institutional buying pressure upon its S&P 500 inclusion.
Source Post
2 AI Data Center Stocks Just Woke Up (Here's What Changed)
Sep 20, 2026
The creator discusses two stocks, Ciena and Coherent, that are showing renewed strength, attributing Ciena's rise to bargain hunting and window dressing, and highlighting its strong sales and earnings growth potential. The creator dismisses concerns about fiber optics being replaced by lasers, calling Ciena a "screaming buy." Coherent is also mentioned as a laser company poised to benefit from data centers in space.
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Applied Materials is an A-rated stock with good sales and earnings growth, but its earnings surprises are not as strong as other preferred stocks, making it a hold for those with a low basis but not a current buy for the creator's portfolio.
Corning is mentioned as a good company that dominates fiber optics, but the creator does not own it.
EME Corp was sold for a large gain because its sales and earnings growth slowed relative to other holdings, demonstrating a strategy of selling good stocks to buy better ones.
Coherent, a laser company, is also seeing increased interest, particularly for its potential role in transmitting data from space to Earth via lasers.
Ciena is a "screaming buy" due to strong sales and earnings growth, a history of earnings surprises, and a large order backlog, despite concerns about laser technology replacing fiber optics.