The stock market, that grand casino, is having a slow start to the year. The Dow, bless its heart, hit 50,000. A number. It means something to somebody. People are piling into tech stocks, mostly because everything else feels… precarious. Artificial intelligence, that thing we’ve built to potentially replace ourselves, is still the shiny object. So it goes.
If you’re looking for companies that might, just might, not completely dissolve into the ether, Ciena, Sandisk, and ServiceNow are worth a glance. Don’t expect miracles. Just… less disaster.
1. Ciena
Ciena makes the stuff that makes the internet internet. Networking and connectivity. All those streaming cat videos and online purchases need a backbone. And Ciena provides it. Now, it’s also become essential for this AI business. Apparently, AI needs a lot of data moved around. Who knew? Their data center business is booming, and they expect it to double next year. That’s a lot of doubling.
They sell to other companies that sell to us. Service providers, they call them. These service providers are all upgrading to include AI, which means more business for Ciena. The market is $600 billion now, and they think it’ll be a trillion by 2028. Numbers. They just keep getting bigger. Ciena gained 176% last year. A lucky streak. It could happen again. Or it couldn’t.
2. Sandisk
Sandisk stock is on fire, they say. Up 1,440% since it split from Western Digital. That’s… a lot. They make data storage. Apparently, we need more and more of that. Revenue is soaring. Up 31% in a quarter, 61% year over year. It’s like watching a balloon inflate. Eventually, it will pop. But for now, it’s still going up.
They specialize in NAND flash memory, which is essential for AI and data centers. It retains data efficiently. Which is good. Demand is exceeding supply, which is a problem for everyone except Sandisk. They’re launching new products. More powerful ones. Data center revenue is up 64%. They’re also doing well with regular consumers. People like shiny things. Adjusted earnings per share are up to $6.20. From $1.23 last year. That’s… a difference. The stock trades at 15 times sales. Not bad. For now.
3. ServiceNow
ServiceNow is one of those SaaS companies that got smacked around in the market sell-off. Down 50% over the past year. It happens. But they’re still growing. They have a dominant position in workflow software. They call themselves the “control tower” of an organization. 8,800 clients rely on their products. A lot of reliance. The market is worried about AI replacing them. But they’re striking deals with AI companies like Anthropic. Using AI to enhance their services. Making them even more valuable. Or so they hope.
After the sell-off, ServiceNow trades at a P/E ratio of 29. Plenty of room to expand. Or to shrink. It’s a market. It goes up, it goes down. Eventually, it all goes quiet. So it goes.
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2026-02-15 11:32