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…↗
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:…↗
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↗
Trade Whisperer — @DeedieRoze I cannot give out financial advices. Expensive names but I like $LITE $GLW $COHR fundamentals. Not financial advice.↗
May 2026 · 60 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…↗
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 · 14 mentions
Apr 28
BULL OF BRITAIN — 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
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
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…↗
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…↗
Raging Capital Ventures — You may have to hold your nose, but my bet is that a basket of current perceived AI losers such as $WDAY / $TOST / $BL / $HUBS nicely outperforms perceived AI winners such as $MU /…↗
Feb 25
TheValueist — Networking very strong start to the morning.
$LITE $COHR $CIEN $GLW https://t.co/kewycF7nwS↗
Feb 24
TheValueist — $GLW OTM leap call IV continues to move higher. https://t.co/ho0K0x6HDo↗
Feb 6
Raging Capital Ventures — Spent some time looking at $GLW last night. $100 billion market cap and 30x ‘27 EPS estimates.
Are we really going to have to relearn 1999 lessons?
January 2026 · 1 mention
Jan 27
The Future Investors — $META $GLW Meta announced a up to $6B multi-year deal with Corning to supply fiber-optic cables for U.S. data centers, boosting domestic AI infrastructure and expanding Corning’s N…↗
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…↗
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 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
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 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
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 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
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 18
Daniel Koss — @crux_capital_ Careful, Leopold has 0.15% in $GLW puts! 😂↗
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
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
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.↗
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
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
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…↗
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
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 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
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
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
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
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 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…↗
— 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…
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.…↗
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
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…↗
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 $…↗
— 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…
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 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 16
KawzInvests 🦑 — GTC is live and the photonics basket is responding.
$TSEM leading the board at +11%.
$CIEN +5.1%.
$LITE +4.6%.
$MRVL +4.5%.
$COHR +3%.
The names catching the largest bids are…↗
Mar 15
KawzInvests 🦑 — Photonics has quietly become one of the hottest sectors on FinX right now.
$LITE +800%.
$COHR +262%.
$AAOI +360%.
$GLW +175%.
$CIEN +400%.
This sector pushed me out of my com…↗
Mar 6
TheValueist — $GLW is a quality long-duration AI infra name with real revenue and real contracts. It is foundational exposure to the DC buildout. But it's not an alpha trade at this point. It's…↗
KawzInvests 🦑 — CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through
- $AAOI
- $LITE
-…↗