$Corning(GLW.US) is my favorite Optics company. It's tough to chase these $Applied Optoelectronics(AAOI.US)'s and $Ciena(CIEN.US)'s when there is really an excellent fundamental company who has moat on multiple verticals.
They have more than 100 years of experience in Glass business and leaders there. $Apple(AAPL.US) needs them, $Alphabet(GOOGL.US) needs them, Samsung needs them, and now Datacenters & $NVIDIA(NVDA.US) needs them. A LEADER IN EVERY SENSE. Fun fact: Thomas Edison famously placed his first order with Corning on November 17, 1880. My next PT: 250
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