Corning

$Corning(GLW.US)

Context: When I invest in optical infrastructure leaders like Corning, I deliberately adopt a patient mindset to allow complex business transformations to mature. Connecting modern GPU compute clusters requires massive amounts of high density optical fiber, and I am committed to holding through low volatility basing periods while this secular connectivity demand compounds.

My trade: I am maintaining my core long position without making any adjustments today. My average cost basis is established at 157.5, and with strict asset allocation and risk budgeting already in place, I feel completely comfortable giving this multiyear optical expansion theme the necessary time to compound.

Takeaway: Enduring slow consolidation phases in mission critical hardware suppliers is the price of admission for long term alpha.

$Corning(GLW.US) (GLW.US)

The market is finally pricing in the tailwind from the new polysilicon tariffs. Most investors were focused on data-center optical demand and missed the policy boost.

GLW has a strong structural moat as the only domestic producer of this protected material, while its leadership in specialty optical glass adds another growth driver.

I’m staying invested and letting earnings do the talking. With both policy support and optical demand working in its favor, I’m comfortable maintaining my position.

@Captain's Treasure

UBS: Fiber

Broad strength today and non-stop rally!

Morgan Stanley: Impact of Potential China Ban Reports

$Corning(GLW.US) updated chart. Gap up today into the 21ma. See if price can move and hold over. MACD bull cross. All shares in the let it ride pile now.

Source: Sunrise Trader

The Fintwit ban on P/L screenshots is hereby lifted :)

War on Iran has no sign of ending. now I understand that to defeat a country with war alone is very difficult especially if you are acting alone. Do you agree?

The discount in AI tech stocks continue while stocks last. The same names that everyone raved about and buying when they were double the price now is being sold here.

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$Corning(GLW.US) 15 min chart and what I saw and why I traded Education for followers.

Source: Sunrise Trader

Three checklist items if you want to buy a stock.

$Corning(GLW.US) 5-15 min charts showing a day trade bounce (position)

Source: Sunrise Trader

$Corning(GLW.US) paydays sold for great payday %. I will swing it if price says so at the end of the day.

Source: Sunrise Trader

$Corning(GLW.US) Corning third-quarter sales fell slightly short of Wall Street expectations after reporting slower growth in its key fiber optics unit, sending its shares down more than 18% along with the broader optoelectronic sector. Sales in Corning’s Optical Communications segment rose 32% to $2.07 billion, compared with 36% growth in the prior quarter. The growth rate was also below the 81% increase recorded in the year-earlier period. Sales in the Solar segment nearly doubled to $438 million, although the business reported a quarterly loss following a maintenance shutdown and equipment upgrade. The company expects profitability to improve in the third quarter. Corning, a key supplier to Apple, has been hurt by softer global smartphone demand, which has weighed on volumes for its specialty glass products, particularly in display technologies. Overall, a weaker Q3 guidance coupled with the broader sector sell off has led to the dramatic dip. I do think long term wise they will rebound and reach new highs, but this is a short term risk that we as investors need to bear through. @Captain's Treasure

$Corning(GLW.US)

good entry price amid market pullback. Earnings report today might provide another entry opportunity. Corning has a very good moat due to high entry barriers to this industry. The next breakout stars belong to those adjacent to AI such as infrastructure.

#Trade Showcase: Trade, Show and Earn Rewards!

$Corning(GLW.US) | Oppenheimer reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐨𝐫𝐧𝐢𝐧𝐠, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟑𝟎

A Senior Executive at Supply Chain Logistics Company on fiber cable: