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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
I bought 2000 himx for 10.2. I strongly believe it's the next runner like AAOI, GLW,COHR
GLW, took 26 years but they had a 99% down comeback with a decent increase over their previous peak. Losing 20% and reinvesting in an index would have been much better though, so the point still stands.
I think this is a good take and likely shift over time. Agree on NVDA. I have small investments in many you named, and a larger one in GLW due to basis. I also beleive in focusing on broad market. But have also made some ai and ai infrastructure bets mostly through etfs
I believe that AI isn't going away, what we'll actually see is a shift away from microelectronic semiconductors into photonic chips. With photonics, the absurd miniaturization that only TSMC can achieve using only ASML's EUV machines is not necessary. You can accomplish the same performance on a larger wafer. I think it's possible a Taiwan crisis happens before photonic chips usurp electronic chips, more likely it could even be a catalyst, but things are already moving that direction. That being said, I'm keeping some TSMC stock, geopolitical risk or not, there is nobody else on the planet that can do what they do and electronic chips are not going away. Samsung is second. Furthermore, in the context of AI, AI is waiting on a photonic chip revolution. We're talking light speed communication versus the speed of electrons through materials with resistance. There is a lot of money invested in de-risking the global supply chain away from one company in Taiwan who relies on one company in the Netherlands, so I think the photonic computing revolution is happening one way or another by the end of the decade. If I'm picking one company I think will be very successful, it takes very little creativity - it's going to be Nvidia. That being said, I have investments in Coherent (COHR), Corning (GLW), IBM, and IPG Photonics (IPGP). I'm planning to open positions in POET and Broadcom. Possibly will invest in Lumentum, nLight, and Cisco as well but I have to do more research and get a better idea of what I'm willing to pay. I'm waiting for a big stock market dip to tax-efficiently diversify more into this sector. A lot cheaper to actualize a loss and buy a market dip the same day, than to actualize a profit and overpay the same day. I don't like sitting on cash otherwise.
Optical is the new memory… AAOI, COHR, LITE, and fiber GLW… thank me later
GLW has kicked some actual butt last year/this year… finally. Been in the stock reinvesting dividend payments since 3rd quarter 2019. It’s up 550%+ for me, including all those dividend shares.
I own GLW and SNDK myself among those you mentioned. It's been a good time.
GLW is my bea for the year & PTFB.
Barron's. They had a feature length on space companies a few years back. I bought RKLB and ASTRA. ASTRA went bankrupt ... but RKLB sure didn't! And I kept buying more because they were in the portfolio and so I kept seeing stories about what they were up to. They were a major defense contractor with the hypersonic missile testing launch contract back when they were $4.50 and Putin was claiming he had hypersonic missiles (before he had to defenestrate the entire development team). Admittedly most of what they public in Barron's is shit, so you have to be picky, but they put me onto Corning (GLW) right before it shot to the moon, there's been others. When you see a good story about a stock that makes secular sense (e.g., obviously space is going to be huge; obviously data centers need glass cabling), trust yourself.
GLW is making me question my beliefs
GLW day 5? [https://www.optionmillionaires.com/february-26th-2026-watch-list/](https://www.optionmillionaires.com/february-26th-2026-watch-list/)
Will GLW ever stop going straight up?
$GLW, I need you to slow down a bit so I don't completely lose my ass on these CCs, thx.
GLW is like MU on Valium.
SPY 1dte puts + GLW monthly calls + NVDA far OTM on both sides. Just doing my part for my lil momma theta.
God, you could write a book on GLW selling shovels during the dot-com boom, and people not realising not every miner needs 47 shovels. So much dark fiber... Curious to see if history repeats itself.
Just my opinion, but feels like the market has moved on from them in terms of AI trade and somewhat caring. Like we’ve traders run into fiber optics/networking with like GLW, CRDO, COHR. Also the memory plays with what’s going on with MU and the Korean stock market. There’s also been the physical plays with builders and installers. I want to say the last few earnings have been pretty mutued. Nothing too crazy in terms of swings. Like last report it was down 3%. I’d assume we’re going to see a beat and raise with good guidance and stock will probably good guidance. Wouldn’t be surprised to see it land somewhere like it has been the past two earnings. That being said, I could be wrong. Just my thoughts/opinion on.
GLW going to the moon!
Baba Booey! Sorry, could t resist. I learned covered call options from my girlfriend’s financial advisor. Then I read everything I could and went options crazy. I’m up $60k on GLW in the last 2 weeks and $10k on IREN in 2 days. Read and learn.
Anyone else get in on $GLW?
GLW stock and calls came thru and out balanced everything else for me. Ended way green. It’s just printing money at this point. Still tho, good times won’t last forever
I can always rely on GLW
I have been buying and rolling delta 20 GLW calls for past few months. Sold the 120s for 565% I have the 150s at 200% looking for the same. Went out to June.
Best of luck on CCOI ! GLW has been doing really well
GLW Corning, theve been doing amazing, wish I bought more when I did at 43
Is LUMN a good optics company to buy? There are many optics companies in this sector (GLW CIEN NOK LITE etc) so I'm not sure what their MOAT is
Say you have 1000 shares of Corning “GLW”. Yesterday, Friday, you would sell 10 options to expire the following Friday at 12 to 15 dollars above the current price. That premium is instantly in your account. That’s it. There is “Theta decay” over the weekend, that makes the option worth less. That’s what you want. You want the option to expire worthless, which means that the stock price never reaches the price that you sold the option for. However if the stock does hit your set price and you don’t buy it out, you will lose the stock. You will get paid the value of the stock at the price you had set the option at and the stock will be taken away. In other words, the option buyer bought the stock from you at that set price.
Corning (GLW). Everything is gonna need to be remade with AI integrated in it. They also supply fiber optic cables for data centers.
Rklb, Nflx (great buy right now), GLW
I think CIEN has the best moat, wouldn't be surprised seeing it go to 500-600 in the next 3 months, optical (CIEN, GLW, LITE) is the next memory (MU, SNDK, WDC)
Agreed, and timing matters. Spreading your bets over time, this averaging your cost basis matters. Take a look at Corning $GLW, only just recently surpassed late 2000 peak. After its 2000 peak it dropped 99% very quickly after. If you would have picked up $500 at $100/share and $500 at $1.50/share net you'd be in a great place vs $1000 all at $100/share back in 2000. Also make me ponder if we'll see the same action with this name sooner or later.
VRT - GLW winners of Capex spending
I'd guess GLW has a couple more sessions to go before the blow off top. But yeah hard to go wrong strangling here.
I sold a large position the day before I just bought back in with calls without strangling it which was stupid. GLW is in a perfect place to strangle. It’s either going to keep running or it’s going to crash back to 90 🤷♂️
Bro, are you Corning yet? Because GLW just keeps going up. Also CATerpillars are green and like to climb trees, so CAT keeps going up. Buy it. This is totally fidancial advice.
What's the DD with GLW?
For context south has been trading at around 30 the last 3-4 years and now it’s hitting a 5 year high at around 53. I also have a coupe of Luc stock. I sold about 100 last year at $36 and reinvested that. I’m holding close to 50 right now. I’m in the same boat on rather to hold or not. I can see op didn’t really get any answers not because of how he asked but moreso I can tell the folks who responded haven’t really paid attention to Southwest stock and what’s been going on. I hear you though boo. I plan on selling sometime soon when j figure skit what to reinvest it in. Seems like everything is green right now. I’m thinking of going long on GLW
GLW is flying. Only 170% until it reaches the high set in 2000. Do we get there by 2030?
Can GLW and APH have a big parabolic run like memory stocks?
GLW leaps. Up 50% since 1/1 and has another 50% at least to climb in 2026
GLW: in Apple iPhones, in new data centers, in solar and in space
GLW only goes up even when everything else is down.
GOOG, META, AMZN, NOW, SHOP, NVDA, PLTR, AMD, NET, TOST, GLW... just grabbed them all
it happens, lost 38 k after the tech wreck. Then had blackrock @ 9, FB @ 38, MON, RTN @ 50 ish, CALM @ 4 GLW @ 4, 08 mortgage crisis. think they shook the fleas of , Instead of Google @ 95, went short the S&P. If you are not an insider, you're an outsider
I had GLW and APH calls and sold before earnings and it seems like we are in a ramp and then dump phase of the market…
GLW beat earnings but is currently down 4% pre market, guarantee we end the day green
Where are the GLW Q4 earnging , its after 7 AM EST???
man.. I have always thought Corning was a great company to have, but ended up not owning it because I was checking the numbers of the ticker OC and not GLW which is the correct ticker symbol.
GLW shorts getting railed overnight almost as much as today 😂
Can’t believe I didn’t get the GLW calls I was eyeing last week Now I missed out on 90000% gains
GLW Meta deal announced, GLW up 15% ah
The play for tomorrow was GLW and APH but it kinda already happened.
Been researching GLW stock for the past week and was thinking of buying only for it to rally today
🚀 **Diamond hands holding GLW calls**
GLW earnings in the morning.. announced a deal today with META.. up 16 percent right now.. seems like they let the cat outta the bag early to mask average earnings? ?!? 🤷♂️
GLW pumping this hard ahead of earnings is terrifying I so regret buying at 75 and selling at 92
Holy shit GLW Earnings aren’t for another 24 hours what the hell do people know already?
Give yourself an allotment for ‘low’, ‘medium’ and ‘high’ risk investments. On the ‘Low’, look at indexes like VOO (overall), QQQ (tech) or ITA (military). For medium, speaking purely on tech, ASML, GLW, GOOG, AAPL, etc. On the high, but that into stock you think have the highest potential return. If you wanted to try something higher risk, look at an Options Call on an index fund ETF like $VOO or $SPY that doesn’t expire for 6-12 months.
Opticals on a run today POET, LWLG, GLW
I've been holding a lot of stocks outside the US. With the dollar continuing to drop, even if these stocks stay at an even level in their own currency (mostly Euro) I'm making 10%. My favorite right now is SAABY. The Viggen is very appealing if you canceled your F-35 purchase, and it would be the fighter of choice to fight the US Air Force. No other first line fighter has the dispersion capability that thing has. And it up 38% in the last month (in $). Also looking at CIEN and GLW for the fiber optic market. AI needs huge fast pipes, and increasingly for home connection.
The future is energy. QS, HLYN, LAC, GLW, VWAPY (because Power Co will eventually peel off from VW), INTC, RIVN, USAR. 3/4 split of this portfolio, the rest to Gold.
If RCAT does a game pop, note that GLW is down. Eventually investors will remember fiber optic drones.
GLW is my #1 pick. It’s not over… the database rollout is nowhere close to finished.
GLW was the move today!
The winner on data cable is GLW
Fiber optics companies like Amphenol(APH) and Corning (GLW) have been doing well. The have a use cases in data centers and outside of the data center sector.
Yes，the whole storage group has been riding the same tailwinds.GLW It is difficult to accurately distinguish whether its growth stems from data centers or other sectors. Therefore, I selected Micron.
All data storage companies are doing well. Seagate (STX), SanDisk (SNDK), Western Digital (WDC). That said, I only have Micron. Another company that, without confirming, may also benefit from data center stuff is Corning (GLW) just on the basis that one of the things they do is make fiber optic cables. Haven't deep dove on that though.
GLW, corning's been good for me so I'll stick with it. History of the company being able to pivot and adapt to new tech and be active in R&D. Fiber is likely going to be around for a while and one of the top manufacturers.
SNDK, WDC, and STX are solid and flying under the radar compared to the likes of the chip manufacturers and rack providers. I dunno how much growth there is left but they seem more stable and less volatile. Not sure why because they’re also at the whims of the tariffs but I suppose even if the AI bubble pops there is still a decent underlying demand for their products. They haven’t seemed to contort or morph themselves to cater to the AI trend that some vendors have. I’m also long on GLW for similar reasons.
GLW, GOOG, and GLOO, to moon🚀
Glad I didn't paperhand my GLW calls
I’ve been very reluctant to jump in pre-earnings this time. Only moves I made were TSM and INTC. The former smashed everything but tanked because terrible timing with the new China tariffs (only recovering now weeks after the fact). The latter faded after opening before pumping the following days. Have been patient since and it’s been far more rewarding. Bought calls GLW after a solid earnings report but an inexplicable dip yesterday, and made out like a bandit today. Wouldn’t have been possible if I bought in before earnings.
If you wanna get nostalgic, check out GLW.
Why did yall drive down GLW so much today?
made an eye watering $90 off of $4000 in GLW this morning AMA
GLW took a dip on pretty good earnings.. think i might load up a few leaps
$GLW dip to buy today?