Corning looks expensive at 39x earnings versus about 18x for its industry. Fair value is about $68.84-$87.61, or 18x next year's $4.35 EPS give or take 12%, so the $168.18 price sits about 92% above fair. The view rests on valuation levels from reported earnings and estimates, not fundamental work. 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 

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's earnings were unexciting compared with its Chinese counterparts, and the stock could fall toward $130 if next week's investor day brings nothing big. Corning traditionally guides conservatively, so the event could still be a positive catalyst. @Gaetano2026 notes two new hyperscaler deals similar in size to Meta's and robust solar and optical demand, with some solar drag in Q2. x.com  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 

Corning will reclaim its all-time highs and keep climbing because it is the undisputed global leader in optical fiber, with over 50% share in some of the most complex fiber products. Institutional investors are comfortable backing it, as with Ciena, since the company, founded in 1851, and CEO Wendell Weeks are well known. Generative AI interconnects, solar and extensive US manufacturing support a steady, unflashy grind higher through 2026. x.com 

Corning is low conviction because being a one-of-one supplier critical to photonics does not guarantee it benefits as much as others in the supply chain. Corning should do well long term, but other, higher-conviction stocks offer better exposure to the photonics era. x.com 

Broadcom's great earnings don't matter much at a P/E of 93 and forward P/E of 37. Valuation is the problem, and Broadcom, like a lot of others, needs a 20%+ pullback. x.com 

Corning remains a long-term AI infrastructure winner even after Morgan Stanley's cooling note, as demand for fiber, optical materials and future glass substrates keeps growing. Per Morgan Stanley, the roughly 40% one-month rally outran fundamentals, driven by Fujikura's raised outlook, the GlassBridge fiber-to-chip platform, Nvidia long-haul fiber rumors and short covering, and high Q2 expectations could add volatility. GlassBridge gives Corning more room in next-generation optical links. x.com 

Corning could run to $200, and it is a move not to get in the way of. Nvidia is buying warrants for up to 15 million Corning shares at $180 each, and Corning paired that deal with a much more aggressive sales run-rate. x.com  x.com  x.com