William Blair’s Dmitry Netis believes CIEN is making a comeback thanks to a compelling diversification narrative.

Baird’s Colin Sebastian, one of the top analysts on the Street is out cheering BABA’s newest investment move: pouring $15.6 billion into Cainiao Logistics.

RBC Capital’s Mark Mahaney sees Amazon showcasing”clear” leadership in the e-commerce market.

Mizuho’s Vijay Rakesh believes Wall Street sentiment on QCOM hinges upon the NXPI deal and forthcoming AAPL litigation.

Guggenheim’s Rob Cihra continues to take the gamble on TSLA- even if the clock starts on U.S. Federal Tax Credits for Tesla customers.

H.C. Wainwright’s Oren Livnat sees compelling potential for MNKD’s dry powder inhalation PAH drug to grab substantial share or “grow the market.”

Roth Capital’s Scott Searle continues to bet on FIT, enticed by the company’s potential with its Versa smartwatches.

MKM’s Ruben Roy notes that even with Micron’s 47% year-to-date surge, this chip giant continues to glint with value potential.

Loup Ventures’ Gene Munster is bullish on Tesla’s massive reorganization, which encouragingly will not throw Model 3 production off course.

Rosenblatt’s Hans Mosesmann offers his bullish two cents on AMD as he forecasts rival INTC trailing dangerously behind in the CPU playing field.