$GLW mention timeline

Corning. Every tracked FinTwit mention of $GLW, newest first. 353 mentions since the first on Dec 16, 2025. See the price chart.

July 2026 · 25 mentions

Jul 17
Serenity — @johnoao CPO hasn’t scaled up yet. Lot of their earnings come from 2028 TAM for FAU. There’s just a lot of uncertainty recently due to CPO delay reports and $GLW glass bridge. htt…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 14
Alex A.C. — Seeing the HUGE amount of Optic Fiber that the AI Data Centers will consume..... I think I'm brave enough to say that $GLW will pring $$$ 😉 Remember that the 'Fiber segment' for…↗
Jul 13
Serenity — Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 13
Gaetano — As we go into Photonics earning season... $AEHR $NOK $AXT $AAOI $GLW We are going to have lots of great opportunities Especially if we go into them 30-40% off highs What names…↗
Jul 12
Trade Whisperer — AI is still in diapers. Still crawling. Everyone is debating today's AI. I'm investing in tomorrow's AI. Imagine the AI adulthood. Go Long. $MU $DRAM $SNDK $SKHY $TSM $NVDA $LITE…↗
Jul 11
Trade Whisperer — $GLW No light, no cluster. No fiber, no AI. Meta locked in. Amazon locked in. 2026 Sold Out. Blue candles carried it here but getting noisy lately. $194 is loaded with huge volume…↗
Jul 10
Alex A.C. — @aleabitoreddit Remember guys $GLW will also play an important role in CPO!!↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 9
Alex A.C. — AI Photonics Still to confirm the sources of the data, but looks to me very interesting 🧐 Weight of the different elements involved in CPO by Price and Quantity. "Optical Engin…↗
Jul 9
Gaetano — There is one looming bear case for Photonics $LITE $COHR $AAOI $SIVE That this is cyclical and will end up in oversupply. With lots of the focus on lasers/transceivers. My goal…↗
Jul 9
PhotonBull — Data centers are hitting the physical limits of copper. Goldman sees AI optical component spend growing from $15B in 2026 to $154B by 2028, and NVIDIA just committed $2B each to Co…↗
Jul 9
Gaetano — Again, this was a very positive update $AAOI $LITE $COHR $GLW $CIEN $NOK etc.↗
Jul 9
InvestmentGuru — buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE…↗
Jul 9
Gaetano — This is a really big deal, and it needs to be understood. $AAOI $SIVE $AXTi $LITE $GLW $NOK etc. Much of the run up in the Photonics basket was due to the fact they many of these…↗
Jul 8
Gaetano — If you care about Photonics, read this $AXTI $SIVE $LITE $COHR $GLW $AAOI etc. There are lots of important updates here The one I want to talk about in this post is InP substrate…↗
Jul 8
Gaetano — That run up in $GLW was unprecedented. And way too much too soon. It went way above me 12 month base case and was approaching my 12 month bull case But at $180... What do you…↗
Jul 6
Michael Sikand 🦑 — $20M trade update. I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6. Th…↗
Jul 6
InvestmentGuru — Semis & AI Infra Stocks Rally Overnight Strong broad-based move across memory, optical, and semiconductor names in overnight trading. Memory / Storage $SNDK jumps ~10% $MU +7%…↗
Jul 5
Gaetano — It's clear that people are getting interested... So in this article I talk about some of my own recent buys. I took a handfull of positions on Thursday. I also discuss a wide ran…↗
Jul 5
Damnang2 — VCSEL CPO Article $LITE $COHR $IQE $MRVL $GLW $FN $AAOI $SIVE↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again… UBS analyst on $META report: “this is not new news”. Regardless: $AEHR down -18.3% $AAOI do…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story. Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
InvestmentGuru — $GLW one of those days https://t.co/zBUon5OXzw↗
Jul 1
Gaetano — Awesome article on $GLW They are so relevant to many future architectures in the infra buildout↗

June 2026 · 68 mentions

Jun 30
Tradable Astronaut — Best structures from the heatmap, cross-referenced against RS leaders. $GEV lean pin, 1,150 floor, 1,200 ceiling target, stacking nodes to 1,420. $AMAT ceilings stacked to 800. $G…↗
Jun 30
TheValueist — $GLW absolutely rerating AGAIN. If you have been following me for some time, you know GLW has been one of my core longs, outside of $NVDA $MU $SNDK $LITE , since the middle of last…↗
Jun 30
TheValueist — $GLW Corning: The AI Optical Infrastructure Springboard Strategy. Investment Thesis. New: 6/29/26. Corning has repositioned a traditional materials manufacturer into a critical su…↗
Jun 30
Gaetano

May 2026 · 90 mentions

May 31
Gaetano — Dang, $AAOI had the most mentions! I'd have to agree, I do believe it is one of the most asymmetric plays out there that I would ever hold any significant amount of money in. Yes…↗
May 30
Trade Whisperer — @gilbertkon_new I like $TSM $LITE $COHR $GLW↗
May 30
Alex A.C. — @crux_capital_ $AAOI $LITE (yes, at lows/mid-$800 s, I'd buy more LITE) $GLW / $NOK↗
May 30
Trade Whisperer — Everyone is talking about CPO but nobody is actually talking about CPO. Most CPO TAM talk is just components, lasers and photonics. Pretty strange if you ask me. CPO stands for Co…

April 2026 · 43 mentions

Apr 30
Gaetano — My focus this week is earnings $GLW $SANM $VIAV $AXTI $COHU etc. While there are a handful of new ideas I want to explore, I'll save that for the weekend This week it's all about…↗
Apr 29
Gaetano — While there are many exciting smaller companies with interesting positioning I still like to be heavily concentrated in my optics port in companies that are performing well right…↗
Apr 29
Gaetano — I am so curious on the event next week $GLW They were teasing new products HARD Definitely think scale-up will be a big feature From the call it sounds like this is getting pul…↗
Apr 28
BULL OF BRITAIN

March 2026 · 49 mentions

Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset: Laser Source: Coherent < $COHR > Lumentum < $LITE > Furukawa Electric (TYO: 5801) Yuanjie Semiconductor (SHA: 688498) Innolight Technolog…↗
Mar 30
Serenity — CPO Landscape Mirae Analyst Note: Scale-Across: CPO ASIC: $AVGO, $MRVL Optical Transceiver: $COHR, $LITE, Innolight DSP/PAM4: $AVGO, $MRVL Coherent DCI: $CIEN, $NOK OCS Equipment…↗
Mar 28
InvestmentGuru — The Photonics and Optical sector— Full Breakdown - Light. Speed. Fiber. Lasers. Infrastructure layer- $CIEN — High-speed optical networking equipment $GLW — The fiber optic ca…↗
Mar 28
InvestmentGuru

February 2026 · 64 mentions

Feb 28
Gaetano — The excitement around $AAOI is palpable This was a name that for the most part sat on the sidelines of the optical supercycle while others like $LITE $COHR $GLW etc. ripped I thi…↗
Feb 27
IvanaSPEAR — The big debate: Optics vs. Copper $COHR $LITE $GLW vs. $APH $ALAB $CRDO Detailed thoughts below 👇 https://t.co/jQ2I5fTksA↗
Feb 27
Gaetano — 🚨How I construct my Photonics portfolio $AAOI $LITE $COHR $CIEN $GLW etc. For me, diversity is the game. Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex. Here's how that money flows through every layer of the AI stack: Compute: GPUs and Accelerators $NVDA - Blackwell shipping now, Rubi…

January 2026 · 13 mentions

Jan 28
TheValueist — $GLW EXECUTIVE CALL SUMMARY: Corning Incorporated (01/28/26) Corning reported a strong Q4 2025 close and used the call to materially reframe the forward narrative from “Springboar…↗
Jan 28
TheValueist — $GLW $APH The Global Optical Fiber Supply Chain and GAI Infrastructure Boom.↗
Jan 27
Shay Boloor — Great to be featured in Fortune today discussing the $6B $META + $GLW deal. Every AI buildout eventually hits a physical limit. GPUs led to power constraints, power led to copper…↗
Jan 27
TheValueist — $GLW Corning Springboard Strategy, Executive Performance Analysis, and Investment Thesis.

December 2025 · 1 mention

Dec 16
Gaetano — 🚨Layer 2B drops tomorrow at 7:30am EST. $ASPI $XOM $GLW $ALMU $LEU $CRS Layer 2B focuses on the physical materials underneath AI hardware and why they matter more as systems scal…↗

— Last week I updated my mock Optics ETF $AAOI $SIVE $GLW $CIEN $NOK $COHR I use this, along with 12/24 month financial modeling To support the research behind the companies I disc…

Jun 30

Tigris 会讲课教授是好老师 — $GLW 康宁今天大涨15%历史新高2000亿市值门槛的主要原因是，调入罗素的三大成长指数引发的机构加仓的事件性冲击。谈一下这种经典的择股下的二线AI概念的投资策略和估值。 “AI数据中心最终要连起来”，实际上从叙事，技术上和估值包括财报，已经早已“耳熟能详”，包括所谓最新的“玻璃光学桥”的光互连中介技术路线。近几个月和英伟达/Meta/亚马逊的大订单…↗

Jun 30

Tigris 会讲课教授是好老师 — 耳熟能详的标的，依然可以有巨大的认知差。在2月每个人都觉得存储已经大热了。so what，还是巨大的认知差，看到，不等于看懂，看懂更不等于做到。知行合一巨大的gap。虽然搜索时间线上，都是闪光的思想和洞察，看看都是穿越时间的玫瑰。复盘经典。 $MU $GLW↗

Jun 30

Gaetano — @TristanMacinnes @TomorrowXSummit @GavinSBaker Just send $glw to 300↗

Jun 29

Trade Whisperer — $GLW Blue Candle: +35% Pop. Look at the volume. The week after the Blue candle. As if it predicted what was coming. Best daily gain since January. Last time this happened, the b…↗

Jun 29

Gaetano — $GLW absolutely insane strength So glad to see the thesis playing out. It took a little bit. But the reward is worth it!↗

Jun 29

Trade Whisperer — $GLW $131 → $234. All Time High. $103 value added since I initiated the thesis/thread. The simplest thesis in the portfolio. Pure fiber play. When the thesis is easy to understand…↗

Jun 29

Gaetano — I posted an update on $GLW If you invest in Corning, or you are interested in it Please read! https://t.co/ksTUIkHRwu↗

Jun 29

TheValueist — $GLW $LITE $COHR $AAOI This is the more verbatim Chinese-to-English version, not the cleaned explainer. I preserved the spoken order and filler much more closely, with only obvious…↗

Jun 29

TheValueist — $GLW $LITE $COHR $AAOI My Analyst Agent rebuilt this video in English. Some great insights in here. Note: this is a cleaned/technical English translation, not lip-sync and not a c…↗

Jun 29

InvestmentGuru — Overnight Movers: Optical communication rebounds: • $GLW +3% • $CRDO +2% Memory stocks continue to recover: • $MU • $SNDK • $WDC • $STX (All +1%+) $CBRS +6% after last week’s 2…↗

Jun 28

Gaetano — $GLW was the best performing 'optics' stock last week It is one of my largest holdings If you want to learn more about it, read this article!↗

Jun 28

Alex A.C. — $GLW 💘 Glass Substrates Never forget who was bullish Glass Substrates when a lot of "experts" were saying that "it's a thing from 2031 on" LOOL 😌↗

Jun 25

Frenchie — @michaelsikand @GavinSBaker Surprised not to see $GLW↗

Jun 25

KawzInvests 🦑 — @Frenchie_ $GLW too↗

Jun 25

Gaetano — $GLW hit $227 this morning! Slammed through ATH. Let’s see what happens over the coming days I just love to see the respect in this name↗

Jun 24

TheValueist — $GLW all-time high today. It keeps on going. I'm long GLW 1/21/28 c200 and will probably roll up. Still lots and lots more to go in the coming decade. https://t.co/dUXYhp6WAx↗

Jun 24

Trade Whisperer — $GLW +9.6% $ASX +6.2% 🤷‍♂️ Interconnect & Z-Axis bottleneck Choose your notifications wisely https://t.co/hxZbBhpXjs↗

Jun 24

Gaetano — $GLW gains are helping buffer my $AAOI pains 🤣 Very interesting relative strength from $GLW↗

Jun 22

Gaetano — It is really nice to see the strength in optics today $GLW $COHR $VIAV $SMTC $AAOI $NOK etc. Especially nice to see $GLW and $COHR relative strength I believe that these are two…↗

Jun 21

Gaetano — The optical supercycle! $LITE $COHR $GLW $AAOI $SIVE What's your favorite way to play?↗

Jun 20

Alex A.C. — Go $GLW guys if you want to participate in the Photonics scale-up 😉↗

Jun 20

Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗

Jun 18

Gaetano — We are seeing a fragmentation in the connectivity sector Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE Obviously this…↗

Jun 18

Gaetano — Could be a reason we are seeing $GLW momentum↗

Jun 18

Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗

Jun 18

Gaetano — @AnalysisOp $glw 😍↗

Jun 18

Alex A.C. — In CPO (according to GS), value of Fiber+FAUs is x2 the value of Laser content! 😱 The Optical Engine is the major part of the value, but now it's not in the Transceiver! $LITE $…↗

Jun 18

Gaetano — $GLW is a company exposed to the whole optical supercycle > If pluggables stay for longer, $GLW gets paid > If NPO or CPO get pulled forward, $GLW gets paid > If data centers bec…↗

Jun 17

Alex A.C. — Do you remember guys how the Memory giga cycle started? "those matrix multiplications, the base of the AI, will use a lot of memory don't you think? Let's buy Memory stocks...."…↗

Jun 17

Gaetano — $CSCO just gave us AI networking bulls a new datapoint... A single agentic task can generate 450% more network traffic than a human doing the same work. Roughly 70% of that traff…↗

Jun 17

Alex A.C. — Potential future Taiwanese and Chinese competition against $GLW Corning in the fiber, FAU, glass substrates landscape As I commented back in the day, will be a tight Market but n…↗

Jun 17

Gaetano — The Optics sector momentum won't last forever... There will be winners and losers Those that outlast the rest and those that get crushed So my goal is to find the companies that…↗

Jun 15

Gaetano — When I think of all the ways this could go My brain keeps thinking $GLW is such a durable / well positioned company↗

Jun 15

Gaetano — If you care about $LITE $COHR $NOK $GLW $CIEN Then bookmark and read this when you can!↗

Jun 15

Gaetano — @dankdrankkz I play scale across via $CIEN and $NOK primarily but also $COHR $LITE $MRVL and $GLW↗

Jun 15

Gaetano — $GLW Is not the highest torque But it is one of my favorite companies And a large position for me I do believe it is very durable, regardless of what direction the AI buildout m…↗

Jun 14

Trade Whisperer — Context Trade. Z-Axis Trade. Interconnect Trade. Context Trade: $MU $DRAM $SNDK $285A (Kioxia) $005930 (Samsung) $000660 (SK Hynix) Z-Axis Trade: $TSM $ASX $AMKR $INTC $AMAT $BES…↗

Jun 12

Alex A.C. — "What the Street missed in the whole controversy is that whether it is NPO or CPO, the optical content remains unchanged. It is only a question of how the packaging works and the d…↗

Jun 12

Trade Whisperer — "However much capacity you add, NVIDIA will consume it" -Jensen Huang $MU $DRAM $SNDK $GLW $LITE $COHR $TSM $NVDA https://t.co/PhakQp5pkf↗

Jun 10

Trade Whisperer — $GLW $AMZN Amazon Signed Multibillion-Dollar Fiber Optics Supply Agreement With Corning In January, Corning signed a multiyear $6 billion agreement with Meta Platforms to expand i…↗

Jun 9

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: $NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗

Jun 8

Gaetano — One of my favorite strategies... Bookmark this! I laid out how I deal with the volatility the other day. And I wanted to share it here. I am not that good with timing index vo…↗

Jun 8

Alex A.C. — $AMZN 💘 $GLW A new Win for Corning😌 More to come, bc. Optics/Photonics is the next big (AI) thing 🙌 https://t.co/7FMwAOB398↗

Jun 8

TheValueist — $GLW - the gift that keeps on giving. (Dow Jones) -- https://t.co/SpqvHNUxpK said it entered a multibillion-dollar agreement with Corning to get optical fiber, cable and connectiv…↗

Jun 8

Shay Boloor — $AMZN announced a multibillion-dollar deal with $GLW to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domesti…↗

Jun 7

Gaetano — What happens next? A few of my favorite companies hit my trendline on Fri Names like $glw $smtc $nok $viav all hit So now what? Do they respect it or knife through? I think th…↗

Jun 7

Alex A.C. — Glass substrates not so far: "TSMC plans to mass-produce CoPoS glass interposers in 2028-2029; Samsung targets 2027; SK Absolics aims for 2026 mass production in the US; and Rapid…↗

Jun 6

Alex A.C. — @semivision_tw FAUs and fibers will be manufactured by $GLW 😌↗

Jun 4

Gaetano — Why $LITE $COHR $NOK $GLW $CIEN ... The chain looks like this: > AI clusters spread across physical locations. > Scale-across DCI grows. > Multi-rail architectures ramp. > Line s…↗

Jun 4

Gaetano — $CIEN Call was... Bullish $CIEN Bullish $NOK Bullish $LITE Bullish $COHR Bullish $GLW↗

Jun 4

Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too. Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗

Jun 4

Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets: $HOOD - fintech $IREN - AI data centers $TE - solar manufacturing $MP - rare earth materials $SMR - sm…↗

Jun 3

Alex A.C. — @zephyr_z9 🔥🔥 $GLW 🚀↗

Jun 3

Alex A.C. — Real Corning $GLW Glass Substrate with already IOX waveguides and TGV 🤩🤩 [Pic source: IMAPS 2022 - 55th International Symposium on Microelectronics] https://t.co/AcGW2DvD47↗

Jun 3

Alex A.C. — Remember guys, Corning $GLW will be a player in CPO with several products and Glass Substrates: "Corning’s IOX (Ion-exchange) waveguide [on Glass Substrate]. The light path runs:…↗

Jun 3

Alex A.C. — wiwynn 💘 $GLW↗

Jun 3

Gaetano — I see you, $GLW↗

Jun 2

Gaetano — There are lots of ways to make money One of my favorites is to take advantage of market rotations causing selloffs. I have a basket of companies that I strongly believe in. So w…↗

Jun 2

Trade Whisperer — $GLW The easiest fiber optics thesis to understand. And one of the most compelling. AI data centers require 36 times more fiber than standard server designs. Glass shortages are p…↗

Jun 2

Trade Whisperer — @martingar_ I don't know but I lite $LITE $COHR $GLW↗

Jun 2

Tigris 会讲课教授是好老师 — 昨天刚发一点复盘市场就配合我透露的“先机”而暴涨，事件性冲击买什么？技术仓高风险偏好投资者引用：【与此同时，巨头资本开支继续向前，6000亿美金今年Capex规模大到无法轻易撤退。all in之下有着巨大的产业链的投资机遇发掘。系统化的分析：芯片制造封装？电力基建、传导制冷能源新材料还有不断层出不穷的算力堆积下的新的业态模式。 $GEV $G…↗

Jun 2

TheValueist — $MRVL $COHR $LITE $GLW J. Huang Capital Management on fire today 🔥🔥🔥 https://t.co/i5aPVhbhAR↗

Jun 2

Gaetano — @jukan05 $glw 😍↗

Jun 1

Trade Whisperer — @DeedieRoze I cannot give out financial advices. Expensive names but I like $LITE $GLW $COHR fundamentals. Not financial advice.↗

May 29

Gaetano — @SixSigmaCapital Hey some of these make money!! My poor $glw↗

May 29

Alex A.C. — AI Photonics - $MRVL "CPO units [in the Market] from 1MM in 2025 to more than 100 MM by 2030" - Foxconn: "We will ship around 10k CPO units this year and the shipment next year w…↗

May 29

Alex A.C. — @latent_value7 $GLW mentioned 👀↗

May 29

Trade Whisperer — @Johndoebro1 I lile $LITE $COHR $GLW↗

May 29

Alex A.C. — Fren Gaetano is bullish Photonics Scale-across. I've read about it and I agree in general (can't model the scale though) InP Laser companies like $LITE are already very expensive,…↗

May 28

InvestmentGuru — THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED - $HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET Everyone is chasing AI semiconductors, GPU clusters,…↗

May 28

Trade Whisperer — @inbtcwetrusts $DRAM $TSM $ASX $MU $SNDK $LITE $GLW $COHR↗

May 27

Trade Whisperer — @paul_d2 I just own $LITE $GLW $COHR $TSM $ASX↗

May 26

Alex A.C. — According to Zephyr, the Chinese going into NPO imminently 😱🔥🔥 Optics/Photonics bottlenecks 🚀🪐 $LITE $AAOI $GLW $SOI↗

May 25

Gaetano — If you haven't read this, you should! $GLW Corning is one of my largest positions It doesn't have the highest torque But I believe it will be a steady compounder over time NFA↗

May 24

Raging Capital Ventures — This worked for a quick 18 hours, but it has been miserable since. No longer short $GLW for now, but still involved with the others.↗

May 23

Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102. Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…↗

May 22

Alex A.C. — "Optical interconnects will first be used in switches and XPUs" CPO soon in Switches $GLW $LITE https://t.co/AaKVfRwkSk↗

May 22

TheValueist — $GFS opening to a strong follow-on morning, up ~8% to an all-time high. GFS will be my $GLW trade of 2027. Both down the fairway longs at their respective moments for the GAI infra…↗

May 22

Trade Whisperer — @AsianbeBlazin $LITE $COHR $GLW are my picks.↗

May 21

Midas — AMD $AMD Solaris $SEI Intel $INTC Core Scientific $CORZ Bitdeer $BTDR Micron $MU Sandisk $SNDK Babcock and Wilcox $BW Cleanspark $CLSK T1 Energy $TE Bloom Energy $BE ASML $ASML Cor…↗

May 21

Midas — $20.2M of $AMD $62.5M of Solaris $SEI $8.9M of Intel $INTC $389.1M of Core Scientific $CORZ $29.8M of Bitdeer $BTDR $5.9M of Micron $MU $724.4M of Sandisk $SNDK $19.9M of Babcock a…↗

May 20

Gaetano — $GLW They told us they have 2 deals similar in duration and size as the $META one they signed earlier this year That contract was a major catalyst for Corning And they have 2 mo…↗

May 20

Trade Whisperer — $NVDA has made over $18 billion in strategic infrastructure investments on in less than 6 months. $GLW $3.2B. Three new US optical manufacturing plants. AI fiber capacity expandin…↗

May 20

Jason Luongo — 5. $GLW - Corning Q1 core sales $4.35B, up 18% YoY. Optical Communications segment revenue surged 36% to $1.8B with segment income up 93%. Signed two new hyperscaler deals matchin…↗

May 20

Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows. If Google shows real AI Search monetizatio…↗

May 20

Gaetano — One of my main takeaways $GLW During their investor event, they talked about Optical content per GPU Corning can grow faster than GPU growth if optical content per GPU rises. “…↗

May 20

Trade Whisperer — The most expensive model, Claude, is winning the Enterprise AI race. Golden Cross $MU $DRAM $SNDK $AMD $INTC $LITE $GLW $TSM https://t.co/InSaunCNkV↗

May 19

Gaetano — Following up on Scale Across... $LITE $CIEN $COHR $GLW $NOK Multi-Rail Means More Content Per Deployment A rail is a parallel optical path across the network. A normal DCI or sc…↗

May 19

Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗

May 19

Alex A.C. — Optic fiber & related in the next years (CPO and Scale-out) will be, in my view, a HOT field (great growth and potential), but I don't think will be a bottleneck: there are sev…↗

May 19

Gaetano — I often get asked what my largest positions are Well, here they are: $LITE $COHR $CIEN $NOK $GLW $AAOI These make up a majority of my portfolio If you want to learn: > wha…↗

May 19

Gaetano — I am VERY bullish on scale-across $CIEN $NOK $LITE $COHR $GLW $SMOP Every company over the last few weeks has been hammering the point here They are seeing so much demand in the…↗

May 19

Trade Whisperer — $GLW AI data centers require 36 times more fiber than designs with standard servers, severe glass shortages push cable lead times out to a full year Major Chinese manufacturers (H…↗

May 18

Daniel Koss — @crux_capital_ Careful, Leopold has 0.15% in $GLW puts! 😂↗

May 18

Gaetano — 😏😏 $GLW https://t.co/ugD9VjU5wW↗

May 18

Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex) $AMD MI450 GPU cycle incoming, hyperscaler locked $NVDA still buying Blackwell dips $MU HBM4 memory supercycle play $TSM TSMC,…↗

May 18

Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible! Please read this. 1. The 13F shows what the fund held as of quarter-end…↗

May 18

Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names incl…↗

May 18

InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet: The AI bottleneck isn’t software anymore. It’s Power + Compute + Infrastructure. Top holdings…↗

May 18

Gaetano — You can make a lot of money trading high spec stocks In the NYSE/NASDAQ optics space that's typically $LWLG $POET $ALMU Personally, I can't go into any of these with any meaning…↗

May 16

Mike Investing — SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the criti…↗

May 16

InvestmentGuru — SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT…↗

May 13

Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far. Here's exactly why they partnered with these companies: $MRVL Marvell → AI scaling is now bottlenecked by netwo…↗

May 13

InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now: $MU $AMD $INTC $SNDK $AAOI $MRAM $PENG $MXL $CRDO $MRVL $GLW $NOK $CEVA $GFS From…↗

May 12

InvestmentGuru — $GLW — Deep Dive & Long-Term Plan Corning isn’t a glass company anymore. It’s becoming the optical backbone of the entire AI infrastructure buildout. Here’s everything you need to…↗

May 12

InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA. Here’s…↗

May 12

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗

May 11

Gaetano — Ok, enough celebrating today We need to continue to find asymmetric plays I believe I found one in Europe. I am always looking for companies that have an under appreciated, grow…↗

May 11

Trade Whisperer — $GLW +70% since the thesis dropped here. Pure fiber glass for optics. The simplest thesis in the space. While everyone chased transceiver and laser names, nobody was talking about…↗

May 11

amit — @JackPrescottX i really do believe in it a name grabbing my attention right now is $GLW it’s run a ton, I’d be VERY happy to buy it 20% lower which is the only reason I’d buy it…↗

May 11

Gaetano — We need to remind Photonics companies they are overvalued They shouldn't keep going up $LITE ATH $COHR ATH $SMTC ATH $AAOI ATH $CIEN ATH $GLW ATH $ALMU ATH $HUBN ATH $AEHR ATH…↗

May 11

rubicon59 — $GLW +8% in a few days beyond the initial $NVDA pop, but, frankly, not sure the valuation makes any sense on the projected fundamentals.↗

May 11

rubicon59 — So far, it works $GLW↗

May 11

TheValueist — $GLW the gift that keeps on giving. All-time high today up +10%. Wendell, you will forever be my boy. https://t.co/fqNF6JCVhn↗

May 11

Gaetano — $200 Tap! $GLW What a strong stock and even better company Working on 3 articles right now and a full Corning analysis of the last couple weeks is one of them↗

May 11

InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK Some of the better-looking setups in this market right now. Semiconductor, connectivity, memory, optical, an…↗

May 10

Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone: • OpenAI $30B • $GLW ~$3.2B • $IREN ~$2.1B • $MRVL ~$2B • $LITE ~$2B • $COHR ~$2B • $CRWV ~$2B • $NBIS ~$…↗

May 10

Serenity — “Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Materials • $ASGLY (5201 T)— Glass Materials • $NIDGY (5214 T) —…↗

May 9

Tradable Astronaut — What members are posting this week. $TSLA $450 calls: +97%. $AAPL $300 calls: +56% and +77%. $GLW $165 calls: +49%. $HIMX $20 calls: +640%. $MRAM commons: +26.5%. One member…↗

May 9

InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026 The AI trade is no longer one ticker. It’s a full stack. Here’s every layer: 💾 MEMORY $MU · $WDC · $STX · $SNDK · $AM…↗

May 9

Shay Boloor — Jensen Huang called AI the “single largest infrastructure buildout in human history” while discussing $NVDA partnership with $GLW. He pointed to faster interconnects, larger compu…↗

May 9

Gaetano — I have written a lot about $GLW the past 2 weeks It is now one of my largest positions There is so much to discuss, so I am working on a write up to explain everything A rehash…↗

May 8

Gaetano — We're seeing a trend with earnings Companies that are already viewed from the market as having significant optics exposure are dropping 10-15% Like $LITE $COHR $AAOI $FN $GLW…↗

May 8

mon — $NVDA Investment Spree: $COHR - $2 Billion $LITE - $2 Billion $NBIS - $2 Billion $MRVL - $2 Billion $GLW - $3.2 Billion $IREN - $2.1 Billion TOTAL - $13.3 Billion https://t.co/w2…↗

May 7

Alex A.C. — @PhotonCap Corning $GLW , a possible lows P/E 60s this very year 2026, with the story only starting When I bought $LITE , I did it assuming a P/E 80s by FY2026; a x3 since then I'…↗

May 7

Wayne Liang — $MSFT is planning to reconsider or even abandon their "100/100/0" target - matching 100% of hourly electricity use with renewable energy by 2030. The AI data center buildout is sim…↗

May 7

InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure): Everyone is crowded into the same AI scarcity trade: GPU scarcity → $NVDA…↗

May 7

Gaetano — Things I want to write about: 1 - $GLW full breakdown of their event today 2 - OCS supply chain + a potential new OCS pure play 3 - Multirail with $GLW $COHR $LITE $CIEN $NOK↗

May 7

Serenity — $LPK up 80% in the last two weeks. Not too shabby at ~$687M MC? It's probably one of the cleaner ways to play the next Glass Substrate supercycle. 50-100 machines per customer a…↗

May 7

Trade Whisperer — @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.↗

May 6

Trade Whisperer — $GLW +13.3% Fiber Optics Corning will increase its U.S. optical connectivity manufacturing capacity by 10x and expand U.S. fiber production capacity by more than 50%. NVIDIA and…↗

May 6

BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH > Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year. > A…↗

May 6

Alex A.C. — Corning $GLW "They want to do $40 B in run rate by 2030" 🧐↗

May 6

Shay Boloor — $NVDA is up over 5% today as the market finally rewards Jensen’s AI infrastructure dealmaking. These deals are basically a roadmap for where shortages are getting worse and which…↗

May 6

Gaetano — $GLW yeah... what? https://t.co/cRCDMnqwiH↗

May 6

The Future Investors — $NVDA $GLW NVIDIA and Corning Incorporated have formed a long-term partnership to strengthen AI infrastructure in the United States 🤝 They plan to significantly expand optical fi…↗

May 6

TheValueist — Wendell Weeks is a well-known @HarvardHBS alumnus. I suspect there will be a new $GLW HBS case on the Springboard plan out in no time. https://t.co/3XgxrabOt2↗

May 6

Gaetano — The markets very rarely give us opportunities like this $GLW↗

May 6

TheValueist — $GLW $NVDA Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI https://t.co/67OYvQI0Th Katie Tarasov (https://t.co/SBZjqHtv56) Corning is ope…↗

May 6

Shay Boloor — $NVDA received warrants to buy up to 15M $GLW shares at $180 as part of its long-term partnership with Corning. Corning also issued Nvidia a pre-funded warrant for up to 3M additi…↗

May 6

Jukan @COMPUTEX — NVIDIA announced a long-term partnership with Corning to strengthen U.S. AI infrastructure. Corning will build three new factories in the United States, increasing U.S. optical con…↗

May 6

Shay Boloor — $NVDA & $GLW announced a multiyear partnership to expand U.S.-made optical connectivity for AI factories. Corning will 10x optical connectivity capacity, increase fiber produc…↗

May 6

Gaetano — $LITE and $NOK earnings are giving a major signal for $GLW. GLW grows when AI networks need more fiber density. > More buildings connected. > More data centers linked. > More cam…↗

May 5

Gaetano — My hopes are up $GLW Is anyone else heavy in here going into tomorrow?↗

May 5

Gaetano — We've heard a lot about DCI this earnings cycle From $GLW to $NOK to $FN DCI is Data Center Interconnect. The optical/fiber layer connecting data centers, AI clusters, and campus…↗

May 4

Gaetano — $GLW Do we think they hit ATH after Wednesday? I am expecting a significant TAM expansion↗

May 2

InvestmentGuru — The Full Optical AI Industry Chain: 1. IC Design & Manufacturing (Where the brains are built) ASIC / xPU / Photonic ICs → $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗

May 1

Jason Luongo — 3. $GLW - Corning (Passive Optics) Every photon needs fiber to travel through. Corning's optical comms revenue hit $6.3B in 2025, up 35% YoY with data center revenue up 61%. Signe…↗

May 1

Trade Whisperer — $DRAM $TSM $LITE $COHR $GLW Samsung just entered silicon photonics. First order. Mass production H2 2026. TSMC saw this coming years ago. -CoWoS. SoIC. Hybrid bonding. Now CPO. -…↗

May 1

Tigris 会讲课教授是好老师 — Show me the money。审判日在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC…↗

— My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector. Layer 1 (Equipment): $AIXA Layer 2 (Substrates / Raw Materials): $SOI…

Apr 28

Gaetano — I posted a full breakdown! $GLW You'll want to read it Great signal for Corning and the whole optics sector Plus some really interesting teases for May 6th https://t.co/xfuBaW3…↗

Apr 28

TheValueist — $GLW KEY READ-THROUGHS FROM CORNING Q1 2026 EARNINGS CALL Corning’s Q1 2026 earnings call provides a high-signal cross-sector read-through into AI data center infrastructure, opti…↗

Apr 28

Gaetano — $GLW Just finished up the call Some notes >2 new hyperscaler deals (similar in size + duration as Meta) > Lots of excitement around next week's event > Will be discussing new pro…↗

Apr 28

TheValueist — $GLW (Bloomberg) -- Corning forecast core earnings per share for the second quarter of 73c to 77c. SECOND QUARTER FORECAST •Sees core EPS 73c to 77c, estimate 76c (Bloomberg Consen…↗

Apr 27

Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS: Here’s the full stack + WHY each matters + price targets 1 year from now: 1. MATERIALS & WAFERS $AXTI — Enables indium phosp…↗

Apr 26

Shay Boloor — 2026 IS THE YEAR OF PHOTONICS • $GLW glass fiber & cable infrastructure for optical networks • $MRVL optical DSPs & custom interconnect silicon for AI clusters • $CRDO retimers, D…↗

Apr 26

Gaetano — We've got ALOT of Photonics earnings this week... Monday - $SANM Tuesday - $GLW Wednesday - $VIAV $FORM Thursday - $LPK $AXTI $AIXA $COHU There is going to be lots of money to…↗

Apr 26

Shay Boloor — THE 7 LAYERS OF PHOTONICS 1. Materials & Wafers (substrate layer) $AXTI, $IQE $WOLF, $COHR, $LWLG 2. Tools (fabrication layer) $ASML, $AMAT, $LRCX 3. Lasers (light generation l…↗

Apr 25

InvestmentGuru — Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WD…↗

Apr 25

Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $AMKR, $CDNS • Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH • Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗

Apr 24

Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory: • CPU Architecture: $ARM • Optical Circuit Switch: $COH…↗

Apr 21

Serenity — People nonstop ask me about $LPKK / $LPK for my opinion Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when.…↗

Apr 21

Trade Whisperer — $LITE $GLW $COHR $AAOI $AXTI https://t.co/QgmilVpzIJ (ELASER) The global AI optical transceiver market is projected to reach US$26 billion in 2026, up from US$16.5 billion in 2025…↗

Apr 20

Serenity — Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonT…↗

Apr 20

Serenity — @M1nEe07 This is just stupid, I don't even own $GLW. Can I just post public information synthesis.↗

Apr 20

Serenity — Digitimes: $GLW leads glass core substrate vs. KCC and LX Glass "Glass core substrates ... are key to next-generation advanced semiconductor packaging". On top of its structural…↗

Apr 19

Gaetano — Photonics is a stack! $AXTI $AIXA $TSEM $AEHR $LITE $GLW Here is a clean map of the sector. Please bookmark & share! A laser, a photonic chip, a finished module, and a deployed…↗

Apr 19

InvestmentGuru — $GLW — Corning: The Fiber Glass Monopoly That Runs Under Every Data Center. Corning is the dominant fiber glass supplier — what the photonics supply chain calls a necessary materia…↗

Apr 19

Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy… Your chance to enter these space sector names below before they squeeze will end…↗

Apr 19

InvestmentGuru — My Photonics watchlist:- Materials/Substrates: $AXTI $GLW $IQEPF Foundry/Manufacturing: $TSEM $FN $GFS $MKSI Components/Lasers: $COHR $LITE $AAOI $SIVE Silicon/DSP: $AVGO $MRVL $…↗

Apr 18

Trade Whisperer — @chaosjuicebox I can't answer that question. But here's how my portfolio looks like $MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗

Apr 18

Trade Whisperer — @Rollneck Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL…↗

Apr 18

Trade Whisperer — @danreese347 Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon. I've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly s…↗

Apr 18

Shay Boloor — SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗

Apr 16

Trade Whisperer — $LITE $GLW $COHR $TSM $ASX $AXTI $AAOI “Scale up focused optical technologies, protocols, and switch architectures are foundational to building scalable, multi-rack, high performa…↗

Apr 16

Trade Whisperer — $LITE $GLW $AAOI $COHR $AXTI $TSM $ASX Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for…↗

Apr 12

InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN “The layer below the chips” — AI’s real bottleneck Layer 1 — Materials Foundation of everything (InP, fiber, wafers) $AXTI $GLW $…↗

Apr 11

Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud: • AI Silicon: $NVDA, $AMD, $AVGO, $INTC • Foun…↗

Apr 10

Trade Whisperer — $GLW +19.4% last 5 days Fiber Optics >> Copper for East-To-West AI Traffic https://t.co/rgFkA74tNI↗

Apr 9

Tigris 会讲课教授是好老师 — 软件变硬件，硬件变软件 Claude AI每次发新品都是系统性打压软件SaaS类的估值。但对比相应的重资产但是业绩路线明确的股票标的估值，已经和之前软件股一样了，从故事性角度和业绩保障角度。类似 $LITE 光通讯龙头 $GLW 康布局这种光纤玻璃， $GEV 的电力设备龙头，他的燃气轮机2030年都卖完了。↗

Apr 9

Gaetano — Posted more thoughts on $GLW https://t.co/yczJE90DES↗

Apr 9

InvestmentGuru — Photonics / Optical / Semiconductor — Full Stack View Foundries $TSEM $GFS → Scaling silicon photonics capacity to meet demand surge Optical Components & Lasers $COHR $LITE $IPG…↗

Apr 8

Gaetano — "What photonics positions do you own?" $LITE $COHR $CIEN $AAOI $GLW $TSEM I get this question often. So I created a mock photonics ETF To show how I view these companies in term…↗

Apr 8

Gaetano — The more I research $GLW The more I realize I underestimated it↗

Apr 6

Trade Whisperer — You just dropped your entire IRA and 401k into $LITE $COHR $AAOI $AXTI $GLW $TSEM $FN This is what your broker's "research" promised 🤣 https://t.co/aO4ViOTNEL↗

Apr 5

InvestmentGuru — Photonics Lumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500. Over the same period, Applied Optoelectronics, $AAOI, is up +…↗

Apr 3

Trade Whisperer — Books become movies in a single prompt. Anyone can do it. We are in the earliest innings of what AI will consume. Storage. Bandwidth. Glass. Light. Can't be bullish enough on $MU…↗

Apr 2

Tigris 会讲课教授是好老师 — 现在是美国本土制造做好的时代比如光通讯是谷歌带动的，现在英伟达跟进，大批美国本土优秀制造商在扩建增长美国需要“再工业化” 让美国再次伟大。 $LITE $GLW↗

Apr 1

Trade Whisperer — $LITE $GLW $AAOI $COHR Optics and Photonics On Fire 🔥 https://t.co/7K9gtXFc05↗

— PHOTONICS SECTOR SHOWING STRENGTH in this market While the broader market bleeds ( $SPX -1.67%, $NDX -1.85%), the optical/photonics names are quietly holding green - Here’s who’…

Mar 26

InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom Photonics — using light instead of electricity — is emerging as the solution. Photonics Ecosystem 1️⃣ Silicon Photonics & Opti…↗

Mar 26

Jukan @COMPUTEX — >> Fiber Optic Prices Break to an All-Time High… Tight Supply Amid AI and Drone Demand (Shanghai Securities News) • In March, with demand from both drones and AIDC construction ri…↗

Mar 25

Serenity — @AtlasShrug1 The supply chain map is just very interesting. When a follower found likely $LITE OCS upstream suppliers on the glass wafer level alongside hundred billion dollar com…↗

Mar 25

Serenity — So just checked out the comments... $P4O does look like a potential upstream $LITE supplier at a $34M MC. How it likely maps: -> Plan Optik $P4O (Glass Wafers) -> Teledyne $TD…↗

Mar 24

Trade Whisperer — 60K of you decided $MU Memory and $PLTR Ontology were worth following. By 100K, both will be top 10 companies in the world. Let's keep building wealth together. Next: $AMAT $L…↗

Mar 24

Trade Whisperer — $AAOI $AXTI $LITE $GLW $COHR Ripping Hard. https://t.co/j3QodGkyMW↗

Mar 24

TheValueist — $GLW will reclaim all time highs and continue its upward march. They are the undisputed global leader in optical fiber and control over 50% global market share in certain of the mo…↗

Mar 23

Trade Whisperer — Three themes. Twelve names. That's my 2026 list. Chips: $MU $TSM $SNDK Optics: $GLW $LITE $AXTI $AAOI $TSEM Packaging: $AMKR $BESI $AMAT $LRCX↗