This video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Infinera is one of David's favorite stock ideas. It's been one of his Best Buys Now, and was ranked No. 2 on his list of favorite big data stocks. In light of that enthusiasm, David has decided to increase his position in this stock within his "Trends and Trades" portfolio. In this video, he walks us through his rationale for doing that.

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