$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