In this short clip from Friday’s AM Meeting I discuss why I’m looking to build a long position in CIEN. Being on the lookout for stocks that have enormous longer term upside are what helped me focus fairly early on FSLR, GMCR, NFLX in late 2012 and CREE in 2013.

Steven Spencer is the co-founder of SMB Capital and SMB University and has traded professionally for 17 years. His email address is [email protected].

Steven Spencer is long CIEN