Reddit Posts
Am I the only one here who strictly trades shares?
Apple announces chip deal with Broadcom worth more than $30 billion
INTC, GLW: premium sellers market. sorried about my spreads
Bought 20 GLW $210 calls at $8.75 on the breakout. Held through Friday's panic. Up 384% in 5 days. Patience pays
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
Top stocks hitting 52-Week Highs/Lows - June 24, 2026 📈 📉
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
CRWD beats and raises. Also announces 4 for 1 split.
From 50K to 1.7M+ Trading Shares Only (No Options)
From 50k to 1.7M+ Trading Shares Only (No Options)
NVIDIA Q1 Revenue and EPS Beat Expectations Gross Margin Hits 75%, Data Center Revenue Reaches All Time High
$QS is moving up 10% today, possible news after market close
What I Learned Walking the Floor at a Photonics Convention in Downtown LA
Corning ($GLW) is up 200% in 12 months and most people still think it's a glass company
Trade Idea - Corning (GLW) Tail Winds for Laser Drone Defense Systems
Best performing stocks year-to-date by market cap
Apple investing heavily in Corning
GLW- Apple and Corning partner to manufacture 100 percent of iPhone and Apple Watch cover glass in Kentucky
GLW - Corning - Manufacturing 100% of iPhone and Apple Watch Glass Go-Forward
What is the future for Berkshire Hathaway after Buffett departs this world?
What’s your favorite mega cap industrial right now? E.g. Danaher, Honeywell, GE, etc.
Daily Review & Trades: Technical Analysis of SPY QQQ IWM
News Flash: There may now be a high speed optical monitor. (LWLG)
Mentions
Great Job! 🎉 I’ve got about $10k in $AAPL & only about $1k in $GLW. $GLW has some amazing potential though, and might pop off. I’ll have to check out those other stocks. Thanks for sharing them! I primarily invest by holding stocks for years, but I do play with options from time-to-time. Best of luck friend! 🍀
https://preview.redd.it/qyaeb28ny8mh1.jpeg?width=1179&format=pjpg&auto=webp&s=3782431c07007de30a887e51abc4f3922f0578bd Save from last year. This was 1-day gains, some up 1900%. Oracle LEAPs. Funny, I also own NVDA of 150 shares total too, around 1100%. My two cents, getting overly attached to gains (or losses) in the end inhibits gains. I’ve debating selling some of my Nvidia to add to already stronger stakes in $CRWD, $PANW (or $CIBR combined), $DDOG, $CRM, $AAPL, $NOW, $GLW, $UNP or $XBI (health etf). Nvidia is a great company, up 22% YTD. But look at diversifying into other barring a big tax implication selling. IMO ¯\\\_(ツ)\_/¯
Too much story telling, once $NVDA CEO told $MRVL will be $1 Trillion, it pumped all optical components like $COHR $LITE $AAOI $GLW etc with many semi in $SMH $QQQ See today $MRVL earnings. Do you feel it’s $1 Trillion earnings hope? Story telling & financials media pump going everywhere.
Bagholding NVDA is somehow offsetting me bagholding RKLB, NASA, LUNR, RDDT, and GLW.
The trade ends in euphoria, like every insane bull market. It’s already happened to most semis. They are dumping it on retail. In $LAZR ETF it’s supposed to be photonics but the 2nd holding there is a weird Anthropic Special Purpose Vehicle (SPV) that is at a weight of 10%. No footnote or anything explaining why 10% of my money is gone when you could have to struck to the strategy of buy $LITE $COHR $GLW among others AND NO AAOI BC THE SAME SCAM CEO IS STILL THERE AND HE IS RUNNING IT BACK. Oh, and all those Chinese supply companies that also contribute their own products and are undervalued . Hey, even $VZ and $T since they need someone to do the buildout. $VZ is doing it for $GOOG.
It’s all going to be moot anyway. We will be using photonic chips shrunk already 10,000x for training & inference for AI. One optical processing unit (OPU) from Neurophos (8 chips) is equal to a 3,000 lb server GPU rack while drawing 100x less power. Light doesn’t generate heat nor does it require the enormous amount of power that transistors do. We are the wall of what is possible with shrinking transistors on silicon. We are stacking them, AMD did chiplets when single chips no longer could keep up and NVDA is investing very heavily into $LITE, $GLW and $COHR bc they know if they surround their shitty power hungry GPUs with photonic components it’ll make it appear like they are making efficiency gains. The only moat is CUDA & Q.ANT (German startup) already has proven in real life AI datacenters that they can work beside GPUs and pull 30x less power while doing certain tasks like inference 50x faster. NVIDIA knows this but I would be investing in all things optical unless NVIDIA has a few tricks up their sleeve. Buy INTC, LITE, COHR and GLW to name a few NOT AAOI. The ETF EUV has a nice balance but I would wait for the 3rd week in September when the great ETF, hedge fund, index fund rebalancing occurs & all those chip stocks get kicked to lower concentrations. Especially considering the money in momentum funds currently like SPMO.
Meta has fucked up like every trade lmao. hyperscalers, neoclouds, infrastructure (GLW was $250 the day before they said excess compute), and of course RDDT
Help with tech., like a lot us I did really well with semi s and related infrastructure stocks this year. I took profits on AIS, MU, SMH, GLW, etc. I sold out completely from GEV and PSI. I’m still way up on these because I got in early enough. On Maxlinial, MXL , which i bought late, i am now red-underwater. I am struggling to understand which if any of these i should buy on this dip/correction? Or are people calling the trade done and getting out? What are people doing?
So in 3 days, my GLW is 20% down, cutting my profits in half, Rolls Royce has dropped somewhat, then intel decided to take a 6% drop this morning
GLW is freakin, along with a lot of other optical related stuff. It's like RAM but with laser beams. So not like RAM at all, but it's going up so whatever fucking buy it.
The two stock tags in your picture are NVDA and MU. The only way that demand slows down for MU as if it also slows down for NVDA. I would argue that a rewrite would be needed for MU. NVDA continues to grow their earnings and maintain operating margins above 70%. Until you can disprove the paradox, or until NVDA has a massive collapse of their business dominance, you have to put something in it because of consistent revenue growth. Is the upside lower than some of its peers? of course it is. The last time NVDA posted a revenue decline was Q1 24 when they posted about $7.2B in revenue. This most recent quarter was $81.9B. That’s over 10X in the last three years since they just reported Q1 27. Some AI companies get to command the same pricing power now. MU is one of them. AAOI wasn’t included in any of the original documentation but companies like them and GLW are recognizing their pricing power too. If you think they are bad prices, short them. See if it works out. But until you see the two conditions I stated at the beginning, you have to assume revenue growth in NVDA and MU. The smaller players are still to be determined but make your investments accordingly or risk missing out on the generational wealth opportunities this phase provides
Correct, it's all about low expectations creating a huge move. NBIS has 30% short interest and Michael Burry was famously short going into earnings. He's right, in the end maybe one of these companies is left. NBIS in Europe and I can't say CRWV unless they keep getting "money for infrastructure" from Nvidia to "buy more GPUS". The honest truth is even Nvidia sees the writing on the wall. Photonic components, then chips and the finest fiber made by Corning/GLW meaning almost every step of the process of a single server rack will require [Neurophos](https://www.neurophos.com) already shrunk photonic chips 10,000x and [Q.ANT](https://qant.com) has two real world AI deployments with their servers that will daw 30x less power and integrate into a data center. Neoruphos is dreaming bigger but will probably fail unless they are acquired for their patents but it's exciting to see a server that is utilizing light instead of transistors.
For Optical components or photonic switch, no monopoly $MRVL $COHR $GLW $AAOI & 10 Chinese and Korean companies No monopoly $MU $SNDK $STX $WDC cooling Many semi crash at earnings, cautious before ER for optical components companies ER pain to $AMd $AVGo $MU see $smh
While you SOY simpletons were being socially engineered to buy $HTZ, i was busy buying $Now, $GLW, and $SPCX
This looks like a floor. Once the traders who want to exit get out, these are going up again. I don't know if they will ever peak out again, but they will certainly go up. There's a whole bunch of other less popular AI trade names like GLW which are a preview of what is going to happen with some of the semiconductors. It might take a few months but they will be back.
Just railed some pencil shavings and bought $170 $GLW CALLS
Thank you 🥭 for my GLW tariff gains
Anyone here part of the $GLW horde?
Now we can rotate out of $Spy and $GLW and buy up $now
Lol GLW up almost.50% in a week wtf
Theres a call wall at $160 for $GLW. Help me break it down
If everyone just full ported into $GLW at the same time, we will all be multi millionaires
I was practically yelling at you autistic nenards to buy $GLW last week. Hope you listened
Theyre gonna pump $GLW to half a trilly. Notice the news headlines coming out about a ban on chinese fiber optic materials
I might have to buy GLW today
10x? Buy $GLW Calls and a bottle of lotion
$GLW gonna be $200 by next friday
Why is GLW and COHR and optics up did we ban optics or what
Bought GLW on dat dip last week
GLW recovery was such easy money lol should've slammed more
You deserve all the hate you’re going to get for this room temp IQ post lol Also you are not a genius for buying MRVL, we all own it and have made money on it. I bet you also own GLW, LITE, COHR and a flesh light. Cornball
GLW back to it's pre-earnings level lol
Lol GLW almost recovered from it's earnings belly flop
pretty sane IMO to have bought this semis dip. I went balls deep in KLAC ASML LRCX on Tue & Wed. Bought more SNDK too, some GLW after earnings, can't even remember what else. Been buying MSFT under 400 because you gotta be fucken insane not to.
Holy shit i may get to break even on my retarded plays (SNDK @ 1500, GLW @ 146, MU @ 1000)
$GLW OFF TO THE RACES, Dont get left in the dust
Nope. Look at GLW. Dumped 25% after earnings
$GLW ABOUT TO PRINT. Get in where you fit in.
That hurts. The market overreacted on GLW just like GOOGL.
I don't know about that. I think some money left. Look at the charts. TTMI SNDK GLW etc. But yes, SPY is thought (!) to be a "safe" place to be till inflation is off the table.
Yeah as long as we hold we will rip imo. We just had some of the high beta stocks flush out 50%+ and STX and BE and CLS and GLW reactions to earnings were good which means there's still appetite for the AI trade. Big flush needs a bounce eventually and I'm timing it as once we get FOMC resolved. Maybe it's on Friday after big tech earnings though but I doubt it.
GLW literally free money here
$GLW $KLAC crashing $STX earnings not big compared to last quarter, almost flat and just $100 Million more revenue Stay cautious tomorrow, can crash more
Sold some puts on GLW, MRVL, and INTC earlier in the morning then bailed before close for some quick gainz. I'll probably fade the down move if there is another one and continue to hope ASTS finally stops getting dunked.
Everyone needs to enter $200 calls for GLW exp in Dec trust
Does anyone follow GLW/Corning? Opinions on their earnings statement this morning?
> sandisk earnings in 2 weeks they will have a blowout earnings Just like MU earnings And GLW earnings And GOOGL earnings
Anyone scooping cheap GLW
GLW dipped after guidance, but I believe it will rebound from today's price.
GLW, yes i am a bag holder at $200
$GLW production is at an all time high, this business is booming so much, they have reached their manufacturing limits, but give it time and that will change. Screaming buy
Anyone buying the GLW dip?
Now way we hike. Also GLW 140c monthlies. Thank me later
Whats your appetite on risk? $GLW july 31st $120 & $125 calls today
BUY $GLW 9/18 $200 calls at $1.05, hold for 30 days
AVGO and GLW revised down forecast which is a lil concerning
Go blame GLW for their shit earnings tanking semis
I hope none of you owned GLW
COST and NVO trying to balance out the crater of red that is AMD and GLW in my port lol
Tempted to liquidate more positions just to buy more GLW
GLW single handedly recovering the entire market
Asian quant lied to me about GLW
GLW earnings call. Guy on the phone literally just said "we expect growth to accelerate"
7 fig exposure spread between AMD, GLW, MU and SNDK lol
GLW had to get a 50% haircut to touch the 50dma and you were still buying? 😂😂😂
GLW down 60% in less than a month while S&P is flat incredible lmao
GLW down almost 20% premarket on pretty great earnings, just slightly guided under expected. That does not bode well for other AI infrastructure. Yeesh.
Oof glad I only had like $10K in GLW
GLW tore me through. shoulda bought coke
holy fuk. i'm gonna get financially destroyed from a class company cuz i yolo'd GLW
GLW just got crushed
Holy shards of glass… what happened to GLW! 🤣🤣🤣💃
The G in GLW stands for Guh.
Guh I'm a long term investor in GLW too
GLW (-11%) may be foreshadowing for others this week…
Kk. Just saying. Trying to get a differing opinion. I myself, I'm leveraged on MU, SKHY, GLW, and SOXL, using margin, but not margin called yet. If anything I'll be the reason this thing cracks cuz I bought the top.
is GLW gonna rebound? my kids college fund would like to know
Last minute decision on GLW. Idk what I'll do!
It looks really bad buddy. Zoom out on these and tell me your eyes arent working. MU, WDC, ORCL, MRVL, GLW, ARM
GLW reports earnings tomorrow, do what you want to do with that information
Go all in on GLW calls for earnings
Can't tell if GLW earnings is even worth it to try after today