GLW Corning Incorporated Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
05:47
01 сен
01 сен
TSMC identifies silicon photonics bottlenecks but the tweet is a supply-chain mapping without.
TSMC identifies silicon photonics bottlenecks but the tweet is a supply-chain mapping without explicit positions, so all tickers are watch.
09:25
31 авг
31 авг
GLW watch on fibre connectivity
Watch GLW for PM fibre, fibre arrays, and MPO/MTP connectivity within silicon photonics supply chain; research map, not author pick.
Сред.
05:35
31 авг
31 авг
Watch GLW on CPO fiber exposure
Watch GLW as a fiber/connector supplier in the CPO supply chain; theme-level bullishness without stated position in GLW.
Сред.
07:22
27 авг
27 авг
This is a research reading list mapping the AI infrastructure value chain across 19 layers.
This is a research reading list mapping the AI infrastructure value chain across 19 layers, presenting factual coverage and supply-chain analysis without any explicit positions or forward-looking trade calls.
07:05
27 авг
27 авг
Author shares a value chain research map following Nvidia earnings.
Author shares a value chain research map following Nvidia earnings, listing beneficiaries as watchlist context without stating any personal positions or forward calls.
06:54
27 авг
27 авг
"Networking, optics, fiber names listed"
"AI-infrastructure value-chain names across networking, optics, photonics, and fiber are listed as beneficiaries; no explicit directional commitment or trade call."
Сред.
23:55
26 авг
26 авг
The author is researching past fiber optic cycles and asking which companies would benefit.
The author is researching past fiber optic cycles and asking which companies would benefit or be hurt from oversupply, framing it as an educational series rather than a current trade position.
20:55
26 авг
26 авг
Photonics value chain mapped post-NVDA earnings
Maps NVDA, TSM, ASX, LITE, COHR, GLW, and FN as the Spectrum-X Ethernet Photonics value chain following NVDA earnings and full production; no explicit directional call.
Сред.
22:14
22 авг
22 авг
The author clarifies that IREN's $3.4B Nvidia contract is a revenue-based win versus NBIS's.
The author clarifies that IREN's $3.4B Nvidia contract is a revenue-based win versus NBIS's equity check, framing both as valid but not stating a personal position or forward call.
15:50
21 авг
21 авг
LTAs lock in optical pricing power structurally
Buy LITE, COHR, and GLW as long-term agreements structurally improve optical pricing power; supply is scarce, EML capacity is reserved through 2027, and take-or-pay commitments protect margins and reduce quarterly price-negotiation risk.
Сред.
15:18
20 авг
20 авг
Corning noted as Zayo supplier for Nvidia
Notes Corning is a supplier to Zayo, which is partnering with Nvidia on a massive optical program.
Сред.
06:30
19 авг
19 авг
The author shares a crowd-sourced list of stocks followers would buy on a dip.
The author shares a crowd-sourced list of stocks followers would buy on a dip, but this is a survey result, not their own position or forward call, so all tickers are indexed as watch.
Низ.
15:00
18 авг
18 авг
"Nomura maps optical supply chain names"
"Nomura maps optical communication supply chain and names LITE, COHR, NOK, GLW as relevant companies; no directional view stated."
Сред.
21:07
17 авг
17 авг
AI infrastructure demand lifts semiconductor equipment stocks.
Strong demand for AI infrastructure is lifting semiconductor equipment and optical communication stocks, showing clear differentiation from big tech.
Выс.
15:18
17 авг
17 авг
Aschenbrenner closed massive semiconductor put hedges
Analyzes Q2 13F showing Aschenbrenner closed out massive put hedges across semiconductors and AI names.
Сред.
02:40
16 авг
16 авг
Author analyzes the HBF consortium and optical interconnect beneficiaries but frames it.
Author analyzes the HBF consortium and optical interconnect beneficiaries but frames it as research and interpretation, not a personal position or trade call.
00:24
16 авг
16 авг
BofA CPO supply chain names 7 tickers
BofA published a CPO supply chain research note naming these tickers; no directional view or recommendation is stated.
Сред.
01:38
15 авг
15 авг
Corning revenue will explode eventually.
He says Corning is an Nvidia investment with optical fiber/glass exposure and Corning revenue will likely explode in the future, though it is less attractive right now than Lumentum.
Низ.
23:22
14 авг
14 авг
Corning sole Apple cover glass supplier globally.
Corning is dedicating 100% of its Harrodsburg, Kentucky facility to Apple to produce all iPhone and Apple Watch cover glass globally, tripling production, increasing workforce by 50%, and adding three new manufacturing generations; Weeks says Corning's 175-year expertise and deep Apple integration make this almost impossible to replicate and support decades of products.
Выс.
22:13
14 авг
14 авг
Watch SNDK and GLW after Appaloosa exit.
Watch SNDK and GLW; the Appaloosa 13F exit is not definitive because Tepper may have re-bought after the June 30 sell-off, so no directional call follows.
Сред.
15:45
14 авг
14 авг
Corning will benefit from data center buildouts.
Nvidia invested in Corning for their optical fiber and glass. Their revenue will explode in the future as data centers scale out and require more efficient data transfer.
Сред.
12:33
14 авг
14 авг
Corning benefits from fiber buildout demand.
Austin argues that AI data centers and new financial markets are hitting a connectivity bottleneck more limiting than chip performance; the world will need orders-of-magnitude more bandwidth and new fiber installed. He points to Corning's strong performance over the last year as evidence that the market is pricing in that fiber buildout demand.
Сред.
06:38
14 авг
14 авг
Author maps the NVIDIA Spectrum-X photonics supply chain across packaging, lasers, and assembly.
Author maps the NVIDIA Spectrum-X photonics supply chain across packaging, lasers, and assembly, but lists beneficiaries without stating any personal position or forward call.
Низ.
06:35
14 авг
14 авг
NVIDIA Spectrum-X supply chain roles identified
Notes the companies' respective roles in the supply chain for NVIDIA's Spectrum-X Ethernet Photonics, now in full production.
Сред.
06:26
14 авг
14 авг
NVIDIA full production names CPO suppliers
NVIDIA has moved Spectrum-X Ethernet Photonics to full production; the author names TSM, ASX, LITE, COHR, GLW, and FN as CPO supply-chain participants, without committing to a direction.
Низ.
06:24
14 авг
14 авг
The author provides a detailed supply-chain teardown of NVIDIA's Spectrum-X CPO production.
The author provides a detailed supply-chain teardown of NVIDIA's Spectrum-X CPO production, listing beneficiaries as factual research context rather than expressing personal positions or trade calls.
Низ.
06:21
14 авг
14 авг
Supply chain participants for Nvidia Spectrum-X noted
Identifies the companies as key supply chain participants for Nvidia's Spectrum-X Ethernet Photonics, which is now in full production.
Сред.
19:45
13 авг
13 авг
Observes poor recent price action
Observes poor price action, noting the stock looks weak without providing a reasoned bearish mechanism.
Низ.
18:05
13 авг
13 авг
Apple orders benefit Corning and TSMC.
Apple's broader U.S. manufacturing push includes big orders from companies producing components in the U.S., specifically Corning and TSMC's Arizona fabs, making them direct beneficiaries of Apple's onshoring.
Сред.
20:27
12 авг
12 авг
AI optical equipment earnings beat expectations.
AI optical equipment names outperformed after Lumentum Holdings reported fiscal Q4 results that beat expectations and gave an outlook above analyst consensus; analysts are positive on the maker of optical equipment, and the strength pushed other names such as Fabrinet and Corning higher.
Сред.
Об аналитическом покрытии GLW
Buzzberg отслеживает GLW (Corning Incorporated) в 61 источниках. Бычьих сигналов: 127, медвежьих: 2, от 73 аналитиков. Сентимент преимущественно бычий (37%). Всего отслеживаются 342 торговые идеи. За последние 7 дней: наблюдение: 6. Последние спикеры: photoncap, ParadisLabs, aleabitoreddit.