Reddit Posts
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
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.
Kinda new to options and was bullish on this. Probably got lucky tbh. Do I sell now? Don’t wanna be greedy but also sold my calls for GLW and QCOM early before the jumped and took profits for those before June. Dumb not to sell right? https://preview.redd.it/a09h93vg1qzg1.jpeg?width=1290&format=pjpg&auto=webp&s=4fb62e15bfed2b282c043ca0b8a909afc92c232f
Corning. GLW, from their OG name Corning Glassworks.
I don’t see any GLW - Corning stock. They are projecting 15-20%growth thru 2030. They have the patent on fiber optics and are partnering with Nvidia to build data centers. Thoughts??
Going to buy GLW and AVGO tomorrow
Pretty good, traded GLW, F, DIS, NVDA, BA. No losing trades, $1500, which is higher than my average, but it was a strong day. How about you?
Looks like GLW new floor is 180 god willing 🤔
Anyone else playing GLW and the slide into fiber?
GLW dip might be a gift here, jensen's warrants are at 180 strike 🤔
I was a sucker and bought 15 shares of GLW in pre. I had them at 30 dollars years ago. Maybe this time I will hold it back to 30.
Is GLW the next SNDK?!
Oh I see GLW signed a huge deal with Nvidia.
Damn looks like GLW is getting in on this rally.
GLW has pulled up a chair.
Yeah I saw the 50% jump yesterday and trimmed off my total $ cost basis so now going forward it is all just a ride on the gravy train. Bought nore ASTS, RDDT, GLW, and BELFB. ASTS currently has low sentiment but undervalued potential due to Japanese former board member needing to cut their position to cover japanese debt. Read the kookreport for a deep dive. RDDT is a Cash Cow and also the front page of the internet. Human training grounds for AI. Ad targeting for super niche subreddits. GLW (corning) makes 80% of glass in all cell phones, fiber optics, solar panel silicon, and your grandmas pyrex bowls. BELFB there is an energy boom and a tranformer shortage. They are the optimus prime supplier of transformers and other components. *NFA just my thoughts.
Bought GLW at $12 in 2013 and still holding AMA
I repeatedly told y'all to buy GLW the past few months and got downvoted 💅
GLW finally gonna run up to 190
To bad I only bought $200 worth of GLW when it was at 140 kill me
Bought GLW at 81 and sold at 100 AMA
GLW damn! NVDA really creating massive 20% green dildos
GLW (Corning) is going absolutely CRAZY off new Nvidia partnership
Look at GLW cuz they make the semi parts
I’m deep GLW and CEG with calls and shares- both have near term catalyst but great hold for next 1 year
35 yrs old. 200k in 401k. 36k in stock portfolio. Been putting into my 401k for 15yrs. I have taken 3 loans which I have paid back with 6% interest to myself. Stock portfolio is actually way up right now because of the 100 shares of GLW I bought last May. Don’t keep a ton in savings ~10k ish. I started saving and investing at 20 yrs old and it’s been a long road. I have a weird cash acct pension also that is like 20k face value right now.
No love for GLW, I see. Established company with the highest market cap of all the fiber optic players.
What do you guys think of GLW? is it worth it?
GLW down big today, buy tomorrow losers!!!!
I'm in on GLW personally
All earnings on my watchlist reacting bad. All big red like -10% * ACMR * AMKR * CLS * RMBS * GLW * SPOT * GLXY
Combo of momentum and bad news, best guess. It’s reported OpenAI missed some sales and users numbers. Plus just some selling off some semi and au names after earnings, like GLW CLS RMBS. Plus semis just went on an 18 winning streak. They are over bought.
My boy $GLW how you do this to me???
The day AI bubble popped. Even GLW earnings shit the bed
I'm definitely regarde. Bought GLW today and it's down 4.5% going into earnings tomorrow. Bought RKLB Friday at 84 and it's down 2%. Sold 7 NVDA covered calls expiring Friday at 220 and it's at 218.75 after hours already, so probably going to either pay a crazy premium to close it out or eat it on tax bill.
No one is in Corning GLW for tomorrow?
Opened Monday April 27 - Calls: GLW • AMKR • SANM • RMBS • INCY • CLS • CNC - Puts: ITRI • UHS *Disclaimer: Some of these are sketchy. Also, this is not investment advice.*
Sorry, I forgot where I was, just buy GLW calls.
AMKR ENS POWL PLPC AOSL GLW currently my biggest plays for the next 5 yrs. Up over 100% on AMKR and POWL. Opened positions back in November
INTC and GLW have been my best pics this year. Pretty sure GLW will go to 300 INTC could there. It’s going to get bumpy after April.
I’ve made crazy money on options because they’re cheap compared to actually buying the stock. Here is the way to make money on options….period. Number 1…..Pick a stock that is going to go up. Right now that’s AI related stocks. Stocks involved with Data Centers. Number 2, buy a month out, 2,3,4,10 months a year out. You have to look at Theta decay. Give the stock a chance to go up. Don’t buy Delta less than 50. 50 gives you $.50 on the dollar that it goes up. That’s reasonable. That’s it. It’s really that simple. Right now I’m up well over 200% or $100,000 on GLW. Pick the right stock. It’s that simple. You don’t need all these crazy Calendar spreads, Strangles, etc…. I don’t even know what those things are. It’s not really hard. Good luck to you.