OT - CIEN - The market never fails to puzzle. NVDA reported about as close to 'perfect' earnings, including the purchase of Mellanox, which all the analysts agree is an astoundingly good accretive fit, beat on numbers, and gave raised guidance going forward. And then drop 30 points. (Admittedly, they had a terrific run-up to earnings. The only 'pickable' part is that they do have exposure to China. But whtether Trump follows through on destroying Hauwei is unknowable - last time he sentenced them to death, he never followed through.

CIEN, OTOH, is trading near $56, and like the Energizer Bunny, just keeps going and going. All my calls are almost sure to finish ITM. It'll be very interesting on June 5th what kinds of goods they deliver. I'm tempted to write more calls here,  but who knows where the momentum ends.