Corning's optics business looks ready for a comeback as its fiber and high-density optical connectivity move data across massive AI GPU clusters. Optical sales rose 32% year over year to $2.07 billion, EPS is expected to more than triple by 2028, and the business is backed by major AI infrastructure deals with NVIDIA, Meta and Amazon. x.com 

Corning is moving higher in its channel on AI demand. It has an Nvidia investment, strong Q1 results and a multi-year deal with Meta worth up to $6B. x.com 

Corning has an entrenched moat and remains a decent business, but holding off on buying it has been vindicated by the stock's recent drop. Unlike hot AI stocks whose position in five years is uncertain, it is not going anywhere. @EricJhonsa notes that at 32x 2027 EPS, with estimates likely too low, it is no longer crazy but not cheap, with smartphones and TVs his main concerns. x.com  x.com 

AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com  x.com 

Corning's optical connectivity business is set to grow after Nvidia pushed it to expand that manufacturing capacity tenfold, while funds flow back into beaten-down quality names. Per @Venu_7_, optical sales rose 32% to $2.07 billion, EPS is expected to more than triple by 2028, and AI deals with Nvidia, Meta and Amazon back it. The chart retested its 200-day average with an Adam-and-Eve bottom and is breaking a small downtrend line. x.com 

Corning is the wrong instrument for glass substrates, the material set to replace organic substrates in AI chip packaging. Corning, AGC and Schott control about 90% of semiconductor-grade glass, and Corning works with TSMC with CHIPS Act funding. But substrates are a small part of a conglomerate whose growth comes mainly from AI optical fiber, trading at 90x earnings. The option value materializes in 2027-28; 2026 is for qualification, with yields at 75-85% and costs 2-3x organic. x.com 

A rising value of compute per watt should benefit AI cloud, chip, connectivity and power suppliers. Elon Musk says that value will rise over time. Nebius has Microsoft and Meta deals; Marvell benefits from custom silicon demand; Credo connects GPUs; Vistra has long-term nuclear supply deals with Amazon and Meta; Nokia's Nvidia partnership could help it capture data-center networking growth. x.com  x.com 

Corning is essential to AI clusters because there is no AI without fiber, and its 2026 output is sold out with Meta and Amazon locked in. The stock has been noisy lately, with heavy volume at $194, and is compressing into earnings. x.com 

Corning is a structural loser from orbital AI data centers, because compute migrating from fiber-intensive terrestrial data centers to zero-fiber orbital ones reduces fiber demand. In vacuum, satellites link by free-space lasers rather than fiber, so Corning's hyperscale data center fiber business faces a long-term headwind. It is not a short, since 5G and fiber-to-the-home provide other drivers, but the exponential AI-fiber narrative weakens materially. x.com 

Corning's $3.2 billion equity subscription agreement with NVIDIA deeply ties the two companies around co-packaged optics. NVIDIA is seeking more co-packaged optics, which signals that the next step after memory is optical transmission speed. Corning's capacity expansion also locks in customers, as both companies race to capture the CPO market. x.com