Reddit Posts
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
guess I’ll buy more GLW
OCC, GLW, CLFD! Those are the plays.
Picked up some AMZN, ORCL, GLW, and LLY today. Starting positions in them to round out my otherwise heavy semiconductor / memory / space portfolio. Figure they can anchor the portfolio a litte bit while still providing meaningful returns over a longer time horizon.
Nice catch on GLW. These news-driven breakouts are goldmines if you can get in early enough. The problem is most people see these moves after they've already run 3-4%, when the easy money is gone. I've been running the momentum scanner during market hours and it fires alerts within seconds of the initial volume surge, not when the 1-minute candle closes. The AI verdict feature is clutch for something like this because it pulls the news instantly and tells you whether the volume spike is actually news-driven or just technical noise. On a deal announcement like Amazon partnership, you'd get a STRONG rating with context. The key is getting the alert while the base is still intact, before retail piles in. Let me know if you'd like a link to the scanner. (There's a 7 day trial if you want to test it on the next few news cycles.)
Sure! GLW is more along photonics but could be included in that. I'm in on GLW, AAOI, MRVL for now. Oh also ALAB but I'm not in on that for now. Other traditional players in this space are AVGO and CRDO
What are some interconnects? GLW?
Corning (GLW) should be on that list.
So true. I just heard the CNBC analysts talking like the high is had and nothing but huge stock losses ahead today. And yesterday they were discussing how this upward momentum could go on for a long time. Everyone needs to stop overreacting to a one day move and stop with the emotion. It’s a bit of a tightening and consolidation and positioning. It will happen many times the rest of this year and into the next. Spending is still going up on AI buildout…more earnings beat in a lot of company’s earnings ahead…at least thru 2027 if GOOG, AMZN, MSFT, META, and maybe if AAPL starts too, are to be believed. I did sell a little going up, and now have some cash to buy something that may go a bit down. Keep your ears out for another sector/market that is going to have some shortages, buy into that, sell when it rockets or hold because those sectors and markets are going to reap further rewards. I have been trying to find what may be next. Been increasing MSFT, META, AMZN, and opened a 140 share position in CRWV for data center use. Had 65 shares of GLW for about $9 cuz I had that since 2009 or so. Sold 5 shares of that almost at $200. One new thing I found, because of GLW gains and talks of fiber optics, was the EUV etf. Bought about 100 shares and will be adding more if I see dips. Err…shit….I mean stonks go up!
Are you fuckers doing something with $GLW? I haven't been paying attention, but I take a look after a few months and it's doubled....can't be organic right?
CLFD is 0.4% of the market cap of GLW. Hmmmm. Imagine if that went to 2% of GLW market cap. Wouldn’t be crazy.
Today we pump CLFD. GLW has a market cap of 172 billion. Clearfield is only 654 million as it just gets into data center. I call that the Killer Whale catch up trade!
Corning $GLW, they make glass, including fiber optics for data centers.
COHR LITE GLW https://finance.yahoo.com/markets/stocks/articles/lite-cohr-glw-stocks-surge-023607279.html
GLW is gonna pull a MRVL SIMO is already on its way to pull a SNDK
Tell them GLW is the next LITE leather daddy
Jfc those GLW calls I got yesterday are flying and I know nothing about the company besides glass for AI lmfao.
Shovels are GLW and RDDT
POET — photonics / optical engines — **B / speculative B+**. Real AI data-center optical angle with 800G / 1.6T engines, but smaller and more speculative than COHR/GLW/MRVL/CIEN. Belongs in the photonics bucket.
I had a 'conversation' with Copilot a few months ago and asked for a picks-and-shovels portfolio. See below for final suggestion (there was some back-and-forth as I know nothing about construction so I had questions). Is it slop? |ompany|Allocation|Role| |:-|:-|:-| |**Quanta Services (PWR)**|16%|Grid expansion, transmission| |**Eaton (ETN)**|14%|U.S. electrical systems| |**Schneider Electric (SBGSY)**|**14%**|Global electrical + automation| |**Trane Technologies (TT)**|14%|Cooling + thermal systems| |**Arista Networks (ANET)**|12%|High‑speed switching| |**Martin Marietta (MLM)**|12%|Materials + construction| |**Corning (GLW)**|8%|Fiber + optical interconnects| |**Xylem (XYL)**|6%|Water movement + treatment| |**Cummins (CMI)**|4%|Backup power (kept small due to valuation)|
raising some cash today but still holding GLW and CRDO strong
GLW — fiber/optical connectivity — **B+**. The GPUs are useless if the data can’t move. Fiber is absolutely a shovel layer.
GLW is a good fiber/optical infrastructure add. Grade: **B+ networking shovel**. The GPUs are useless if the data can’t move.
GLW solves cooling issues common with copper.
Bro. Don’t be throwing GLW out there yet, I haven’t bought any lol
GLW hasn’t been up like this since 2000
It's all going to be connected by fiber. Corning (GLW).
RTX - aerospace and missiles aren’t going anywhere MU - memory is the AI bottleneck and this is most likely the next NVDA META - one of the only magnificent seven to not be truly rewarded for its merit GLW - electrooptics are becoming increasingly important and Nvidia is demonstrating significant interest MSFT - don’t underestimate their influence in AI, quantum technology, software and legacy elements
I bought corning GLW. I’m looking at the transition from copper wires to photonics
Calls on COHR, AXTI, GLW, NOK, good game
I bought GLW 100@173.20 Friday NVDA 100@216.25 GLW 100@ 175.00
Picks and shovels of Ai, can and will be a force. That’s why I’m buying babes like CRDO, ANET, NBIS, & GLW. To name a few.
GLW was my largest position by far so I felt I should take a bit of profit when it hit 100x my cost basis. As I kicked myself when I didn’t sell some of my IBIT at the last top. But still strongly convicted in $GLW for the long haul.
Corning is my [second largest position](https://i.imgur.com/pmrihzK.png). I don't know what the cost basis was because Vanguard doesn't seem to keep records before 2011. I'm not selling a single share. $GLW to the fucking moon.
I bought Corning (GLW) at an average cost basis of \~2.00/sh after the dot com crash. Then came iPhones with gorilla glass. Then fiber. And now AI has sent it soaring further. Lots of utility and longevity. I sold half my position when it hit $200/sh recently but plan on holding the rest for many years to come.
Or glass fibers for fiber optic cables. Which is why Corning (GLW) is up a stupid amount.
I sold STX at $100 and GLW at $50, both for ~100% gains, but still..
Seems people are catching on. Look at what GLW stock has done.
Corning (GLW) is another one being used that has definitely shot up
I'm also watching GLW (Corning) and COHR (Coherent). They are both in the fiber optic business, and NVDA has invested in them because on-board fiber optic connections are the next step in boosting AI server speeds.
I sure wasn't but MRVL has run up a lot. And LITE had a selloff so institutions are rotating COHR was up so was GLW so LITE being down was odd today
I opened a synthetic long position on SOXL over a year ago and sold it for a $2000 profit Had I held it it would be worth $19000 today I don’t honestly believe semiconductors are going to do anything but continue to explode in demand. Even as the cutting edge fabs are handling AI there is still massive demand for “dumb” chips that need to be filled. Corning (GLW) was just tapped by Nvidia to help build the infrastructure to allow these chips to talk to each other at light speed in real time. The tech titans have collectively poured like $2T into this AI race and there’s no shot they spent that much money without conviction
Turned $175,000 into currently $636,000 in two years of serious trading. That includes withdrawing $5000 a month for living expenses. I’m retired. I study and have been lucky enough to pick the right stocks. I’ve had losers, but have made huge money on others. Hit big on SOFI, QBTS, SOUN, JOBY, ARCH, and currently huge money on GLW and doing really well on NOK.
You don't have to find diamonds in the rough. Buy the best stocks in the market: SNDK, LITE, GLW, WDC, LASR- look for pullbacks- a series of lower highs, then buy the day that it breaks the previous day's high. You will be buying strong stocks that are resuming their uptrends. And you will have a portfolio of the strongest stocks- not a bunch of lagging losers. Trade small- 10 shares, 50 shares, but do it. 50 shares of a stock that goes up 25 points is a winner. Rinse repeat.
Wow - 15k!? You could almost get 100 shares of GLW and sell 1 covered call 30 days out and make 1200&
It might not have been a flashy choice, but I invested in Corning (GLW) back in the 2010s to capitalize on the smartphone revolution, expecting strong long-term returns. Operationally, Corning proved to be a solid company with steady growth, but for years, the stock price completely failed to reflect its underlying business value. In fact, I was seriously considering exiting my position—until the recent boom vindicated the original thesis.
Living off options for year. You need capital - either in the form is share, bonds or cash - , there is no doubt. You can’t do this from a zero base because then every trade becomes existential. Best way to do it is buy and hold until you’ve built up enough capital that it’s not going to destroy you if you have to take a haircut on a CSP that went through the floor. And the best way to insure you don’t get stuck bag-holding a stock that went through the floor is to stay off Reddit, ignore all the generational wealth bullshit l, and sell options on real companies with real business and track records to prove it. GLW is a great example. Corning Glaas has been around 150 years. Institutional ownership is 82% and they hade robust business outside the AI. Just got paid 400 for a 1.4% OTM weekly before I went out to dinner tonight. If I’m stuck with a week from now, fine. Been in and out of GLW 6-7 times this year and always sold back on CCs at cost or above.
will $GLW be in the new photonics ETF $LYTE?
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
Do people talk a lot about GLW? I feel like I missed the boat but I also feel like it’s one of those companies that just has exposure to every major sector rn ?? Am I missing something about this stock
I am adding more into DXYZ, INTC, GLW, SOUN, VOOG, and RVI. Same here about the under 500m rule.
GLW was the real NVDA trade
you'll never see GLW at 175 every again hop on
sure, let's have a full correction in 1 fucking day on CRDO and GLW
Covered 10 shares short GLW for $2. Moving on…
Shorting 10 shares of GLW.
I Said he same about Google at 220 . Nvda at 400 prior to split. GLW at 80. Life goes on Glad I got into ASML at 1k
Just the general thing of all these companies doing like 5-10x in a year, before there’s any proof that AI subscription revenue will scale big enough to justify any of the spending that’s creating these valuations in the first place. MU is probably the most extreme example, but it’s like literally a hundred companies. GLW, COHR, NBIS, ARM, TSEM, on and on.
All my gains beforehand are indeed from untrusted calls like MSFT, GLW and NXPI. True indeed
My journey can be summarised as: Feb & Mar Small stock positions Penny stock loss- RDGT & LNKR AAOI PUT Loss NVDA PUT Loss April MSFT CALL Huge Gain MSFT & MAG7 Huge Loss NXPI CALL Massive Rebound GLW CALL Huge Gain May MU, LITE, SNDK & Semicon/Opto/Neocloud CALL Gain The rest you know: US Econ Data Full Loss
Learn. Corning is having a moment but it's just a company with a stock. Apply your learnings and make money later. I was a super early investor in Lululemon, and sold when the market crashed out of fear. Wasn't going to make that mistake again and made tons of money in Netflix, Tesla and happen to be a GLW owner too.
Been talking about CLFD. Here is a write up from a user named Bryan on X. Convenient timing. Guy is smart. “I am long Clearfield, Inc. $CLFD Here’s my thesis: I’ve been researching a lot about the expanding importance of fiber optics in the new age data center as we move into the agentic ai era The recent deal between $NVDA & $GLW basically confirmed to me that high performance optical fiber is the foundation for AI infrastructure However... as more & more optical fiber start to be deployed data centers are hitting a physical "density wall" creating a spaghetti of cables that blocks airflow and traps heat, the #1 killer of GPU performance Because AI depends on light traveling through glass, physical management is now widely considered signal management In the current 800G environment, a single bend that is 1mm too sharp can leak enough light to stall an entire AI training cluster In traditional data centers, a rack might require a few dozen fiber connections but in AI clusters, they are pushing toward 10x more fiber per rack to support the massive speeds (800G to 1.6T) required for LLMs DC's can no longer expand capacity by just adding more racks. Instead, they are forced to pack more fiber into their existing footprint without causing a meltdown of tangled glass cables and trapped heat And the #1 thing DC's can't afford to have is MORE HEAT generated Here is why CLFD is uniquely positioned for this problem and why the interconnect layer where Clearfield specializes in will soon be a strategic priority for the entire AI industry For 15 years, Clearfield was a niche player protecting fiber in harsh outdoor environments Now, the AI Data Center is the harsh environment. The fiber density and heat levels inside a 2026 AI rack are so extreme that they require the rugged, modular protection Clearfield perfected for the outdoors Management realized this, which gave them an opportunity to enter the data center space In Jan 2026, they announced their new product “NOVA” which is their pivot to capture the market share of optical fiber density management The NOVA HD Panel is the only cassette based system that can fit 384 LC fiber ports into a 4U space (just 7 inches tall) While also guaranteeing a 0.2dB or less insertion loss (50% better than peers) Reducing insertion loss by 0.2dB can reduce a data center's overall power consumption by 10%, making Clearfield an infrastructure choice for an already power scarce environment For those who don't know, At 800G speeds, high insertion loss causes data errors, forcing AI systems to resend data, which wastes power and slows down training Here's the exciting part... Just a few days ago, the CEO spoke at Needham and she said that the data center community’s "biggest surprise" was recognizing Clearfield not as a newcomer, but as a superior expert in fiber termination and management that they now desperately need When NOVA was announced in Q1 26’ they didn’t expect any revenue at all until 2027 but in their recent Q2 26’ ER, orders already started flooding in Reporting a book to bill ratio of 1.3, backlog growing 39% for “adjacent markets” aka data centers at $31.6M On the call, management noted that data centers are skipping the typical multiyear testing phases because the current infrastructure is literally failing to support the new gen AI chips oh... and Clearfield is also a direct beneficiary of the move toward CPO A major challenge for CPO is that lasers are heat sensitive and fail often if they are buried inside a hot AI chip package The industry is moving toward ELS, placing the lasers at the front of the rack in a separate, hot swappable module Clearfield’s NOVA platform is designed specifically to act as the "standard socket" for these external lasers It provides the high density frame that allows technicians to pull out a failed laser cassette and snap in a new one in seconds without touching the delicate AI chip I am a buyer today because the signal from management is their confidence in their ability to pick up new customers given their expertise in the field + they had earnings already with a solid reaction which is a good signal for me I am anticipating their backlog to pickup at an even more rapid pace now fiber is being deployed at record pace This is an incredibly niche play, but I think their is plenty of upside of this company if they execute properly”
Look at the CLFD intra day pop! Data center explosion incoming! The next GLW but with more upside!
Yes, look at the PE for GLW, Corning, now and in 2000.
Bought a lot at 93, then panic sold at 83. Never got back in though. Ended up eventually buying GLW and actually holding it, so that kind of softened the blow. Doesn't compare to how much AAOI has run tho.
Must have bought GLW yesterday.
The future is GLASS baby. Let’s go GLW 🚀
GLW anyone? They’ve been on a ROLL recently
forget what I said about GRPN. Now I want you to pump GLW. thanks
GLW please keep going. I need a win bad 🙏
Lumn is cheap again. Think of the move in GLW because of the NVDA deal. Lumen is the fiber, the last mile, they control the data transport. No Lumen No data. The market will figure this out soon
GLW underrated, look at glass substrate tech
holy turds - I actually thought about buying GLW at $50 but figured it was another boomer dud. I am so good at this.
AAOI COHR GLW LITE... Opticals > Dram > Semis
Everyone is sleeping on GLW, I feel like it’s going to pop soon
Check out GLW too. The parallels between today and dot-com are almost identical
Take a look at this company Clearfield. The ticket is CLFD. They compete against Corning (GLW). CLFD is entering the data center space. There is a big boom in front of them. No debt, lots of cash. 🚀
The reason GLW is interesting right now is because the market may have fundamentally misclassified it for years. Historically, Corning was viewed as: cyclical materials, commodity-adjacent manufacturing, telecom glass/fiber exposure, industrial demand proxy. Now suddenly the market is asking: “What if Corning is actually core AI infrastructure?” That rerating can create explosive upside because the multiple itself changes — not just revenue.
How long have you been trading? Its a huge learning curve. You will make some mistakes. For instance, I came up with some dumb arbitrary rule for myself that made no sense but at the time I thought it was a good rule. I had SMR for real cheap, it made a huge run up, and I held onto it because I believed in the company. Well it went down even lower after the run up and now I'm in the red on it. I still believe in the company, but the fundamentals werent there. If I was smart, I would have sold and re bought in knowing that they werent ready to hold their run up price. After that, I said I'd sell any stock that I was up over 200% on, and then because of that I sold stuff like MU and GLW and now those are waaaay higher. I should have known that those werent the kiind of stocks to sell,. They had great fundamentals. Even though I was way up on them, I ended up losing out on mad profit. It's a balance, and you have to be knowledgeable and up to date about the positions you are holding. That being said they were real good learning experiences, and luckily I didnt even lose any money, just lost on potential gains.
And you're mean. I didn't touch whr either, believe I did GLW, and NVDA, and BA instead that day. I don't pick ahead, I do what's moving. Anyway, holy hell
No one will buy this. Money will follow other money, and GLW is the big name.
Why is no one talking about GLW. It’s been going crazy lately
Bought META, GLW, KDK, PLTR, KTOS and MRVL premarket — all long positions vs KDK + KTOS (short)
Holy shit my GLW calls are gonna print tmrw
No one here ever talks about GLW
GLW is an aggressive little thing since NVDA.