Conversations with Jaguars – March 17 (FOMC Preview, $FNKO, $INFN, $CIEN)

FOMC preview with rates and Growth/Tech sector hanging in the balance. Powell has to strike the right balance in his commentary today just like Bernanke had to take the hard pill back in 2013. Could $FNKO be a way to play this NFT collectible craze? Some interesting findings from Jay, one to watch. Lastly, we have previously presented the bull case for $CIEN and now Chronicle brings the case forward for $INFN. Both charts are running strong, both are the only pure plays on 800G cables, but low base effect for Infinera potentially means higher beta to upside over the long term.