Corning Crashes 13%! AI Optical Collateral Damage?

Corning plunged 13.6%, becoming one of the clearest casualties of Meta's cloud computing report, as markets feared that hyperscaler in-house AI infrastructure buildouts would crimp demand for data center fiber and connectivity components. Corning's decline outpaced many chip stocks, making it a defining name in today's selloff. With panic selling overriding the long-term optical infrastructure expansion thesis, is this 13.6% drop an overreaction, or an early warning that AI hardware demand has peaked?

+ Follow

Adz5150

09-06

🚨 AI BOUGHT THE GPUs. NOW IT HAS TO CONNECT THE DAMN THINGS.

When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now

🚨 AI BOUGHT THE GPUs. NOW IT HAS TO CONNECT THE DAMN THINGS.

天天是周末

07-06

Corning GLW, an alternative Option Setup 🚨

The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. $Corning(GLW)$ plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w

Corning GLW, an alternative Option Setup 🚨

jfsrevg

07-02

$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners

This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) $Invesco QQQ(QQQ)$ -0.15% $SPDR S&P 500 ETF Trust(SPY)$ -1.03% $Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ +2.44% $Invesco S&P 50

$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners

Leonard Grey

07-01

$Corning(GLW)$ is finally showing some signs of life, having bounced $4 from its recent lows.

InventiveIvan

07-01

$Corning(GLW)$ Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.

Antony Kent

07-01

$Corning(GLW)$ I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.

TigerObserver

07-01

🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

The bull isn't dead, but "AI must pay." In the tug-of-war between soft landing and bubble peak, cash flow quality > growth story, and defensive rotation > single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for "the next AI" narrative beyond the main thread; High-beta growth style compr

🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But "AI Must Pay"

Leona Morgan

07-01

$Corning(GLW)$ Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.

Shernice軒嬣 2000

06-30

Why Buy Corning ($GLW)? The Ultimate AI Hidden Giant 🚀🧲

$Corning(GLW)$ $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity & a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo

Why Buy Corning ($GLW)? The Ultimate AI Hidden Giant 🚀🧲

TigerPicks

06-30

💰44 U.S. Stocks at All-Time Highs — Here Are the Top 10 Driving the Market

Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — $Eli Lilly(LLY)$, $Johnson & Johnson(JNJ)$, $Applied Materials(AMAT)$, $Lam Research(LRCX)$, $AbbVie(ABBV)$,

💰44 U.S. Stocks at All-Time Highs — Here Are the Top 10 Driving the Market

TrendSpider

06-30

AVAV, GLW, MSFT, TSLA& AMZN Enjoy Great Potential to Buy!

Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 $Amazon.com(AMZN)$ 2 Sit through the chop, get paid handsomely on the breakout... that's been the $Tesla Motors(TSLA)$ story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... $Microsoft(MSFT)$ 4 Options traders want even more...👀 $Corning(GLW)$ 5 $AeroVironment(AVAV)$ GOD CANDLE 🔥 +15% in after-hours

AVAV, GLW, MSFT, TSLA& AMZN Enjoy Great Potential to Buy!

{"data":{"themeId":"9bf11cbbd49c4135aacc89075183b01a","name":"Corning Crashes 13%! AI Optical Collateral Damage?","description":"Corning plunged 13.6%, becoming one of the clearest casualties of Meta's cloud computing report, as markets feared that hyperscaler in-house AI infrastructure buildouts would crimp demand for data center fiber and connectivity components. Corning's decline outpaced many chip stocks, making it a defining name in today's selloff. With panic selling overriding the long-term optical infrastructure expansion thesis, is this 13.6% drop an overreaction, or an early warning that AI hardware demand has peaked?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1782985529134,"userCounts":1,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9bf11cbbd49c4135aacc89075183b01a}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1783526400000,"rewardEnd":true,"symbols":[],"tweetCounts":28,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Corning Crashes 13%! AI Optical Collateral Damage?","tweetAmount":28,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":604860654572176,"gmtCreate":1788708105254,"gmtModify":1788742577003,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"🚨 AI BOUGHT THE GPUs. NOW IT HAS TO CONNECT THE DAMN THINGS.","htmlText":"When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now","listText":"When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now","text":"When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now","images":[{"img":"https://community-static.tradeup.com/news/bd70f779f2338ff2143c36be91d72c4e","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604860654572176","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582744046847192,"gmtCreate":1783301740346,"gmtModify":1783314677468,"author":{"id":"3558384182204877","authorId":"3558384182204877","name":"天天是周末","avatar":"https://community-static.tradeup.com/news/75907072e71386eaa5a7f3527e6667e8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558384182204877","idStr":"3558384182204877"},"themes":[],"title":"Corning GLW, an alternative Option Setup 🚨","htmlText":"The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w","listText":"The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w","text":"The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. $Corning(GLW)$ plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w","images":[{"img":"https://community-static.tradeup.com/news/25c0378b66a4e8fed6af158f68dc08eb","width":"1113","height":"647"},{"img":"https://community-static.tradeup.com/news/5a84361904a89247ecd456f554b93e2b","width":"685","height":"710"},{"img":"https://community-static.tradeup.com/news/14cf885da00be99fbc35e694ec439313","width":"2072","height":"1302"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/582744046847192","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274795873497","authorId":"3479274795873497","name":"popzi","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274795873497","idStr":"3479274795873497"},"content":"Sold GLW puts last week too. IV at 85th percentile makes the 195 strike premium juicy","text":"Sold GLW puts last week too. IV at 85th percentile makes the 195 strike premium juicy","html":"Sold GLW puts last week too. IV at 85th percentile makes the 195 strike premium juicy"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":581302723653728,"gmtCreate":1782950392290,"gmtModify":1782985672324,"author":{"id":"4111534201015342","authorId":"4111534201015342","name":"jfsrevg","avatar":"https://community-static.tradeup.com/news/ee02d7fb604ca04ecc1f7458c0d22e86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111534201015342","idStr":"4111534201015342"},"themes":[],"title":"$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners","htmlText":"This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> -0.15% <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> -1.03% <a href=\"https://ttm.financial/S/QQQE\">$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$</a> +2.44% <a href=\"https://ttm.financial/S/RSP\">$Invesco S&amp;P 50</a>","listText":"This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> -0.15% <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> -1.03% <a href=\"https://ttm.financial/S/QQQE\">$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$</a> +2.44% <a href=\"https://ttm.financial/S/RSP\">$Invesco S&amp;P 50</a>","text":"This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) $Invesco QQQ(QQQ)$ -0.15% $SPDR S&P 500 ETF Trust(SPY)$ -1.03% $Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ +2.44% $Invesco S&P 50","images":[{"img":"https://community-static.tradeup.com/news/679c7e0234d698b54302c333dbde5c0b","width":"874","height":"931"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":222,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/581302723653728","isVote":1,"tweetType":1,"viewCount":4777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581173453352992,"gmtCreate":1782918080000,"gmtModify":1782985672383,"author":{"id":"10000000000010949","authorId":"10000000000010949","name":"Leonard Grey","avatar":"https://community-static.tradeup.com/news/94069856d18d7797c6f9e532af373ff3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010949","idStr":"10000000000010949"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a> is finally showing some signs of life, having bounced $4 from its recent lows.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a> is finally showing some signs of life, having bounced $4 from its recent lows.","text":"$Corning(GLW)$ is finally showing some signs of life, having bounced $4 from its recent lows.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581173453352992","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581157747872032,"gmtCreate":1782916951000,"gmtModify":1782985672441,"author":{"id":"10000000000011222","authorId":"10000000000011222","name":"InventiveIvan","avatar":"https://static.tigerbbs.com/c6878c5c8bd8586f5c20366ba18aaadd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011222","idStr":"10000000000011222"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.","text":"$Corning(GLW)$ Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581157747872032","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581173041262688,"gmtCreate":1782916669000,"gmtModify":1782985672496,"author":{"id":"10000000000010944","authorId":"10000000000010944","name":"Antony Kent","avatar":"https://static.tigerbbs.com/c28a3af640493e17a7c4f9669695b49f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010944","idStr":"10000000000010944"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.","text":"$Corning(GLW)$ I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581173041262688","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581145215709280,"gmtCreate":1782911938201,"gmtModify":1782985756464,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But \"AI Must Pay\"","htmlText":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality &gt; growth story, and defensive rotation &gt; single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","listText":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality &gt; growth story, and defensive rotation &gt; single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","text":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality > growth story, and defensive rotation > single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","images":[{"img":"https://community-static.tradeup.com/news/4d9195e323c996dc939eac0a48fd9d4c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1205,"commentSize":1,"repostSize":41,"link":"https://ttm.financial/post/581145215709280","isVote":1,"tweetType":1,"viewCount":15142,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/5fd692c11a2bf6fcaec0c3f71006e894","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"1436866998000","idStr":"1436866998000"},"content":"Love this report thank you for the Part II: Nine Keys to H2 2026","text":"Love this report thank you for the Part II: Nine Keys to H2 2026","html":"Love this report thank you for the Part II: Nine Keys to H2 2026"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581152834756688,"gmtCreate":1782904230000,"gmtModify":1782985672613,"author":{"id":"10000000000010964","authorId":"10000000000010964","name":"Leona Morgan","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010964","idStr":"10000000000010964"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.","text":"$Corning(GLW)$ Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581152834756688","isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580798818378368,"gmtCreate":1782826798965,"gmtModify":1782985672792,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cc248ebcefe97aad7c07df8e243fe7e4","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"Why Buy Corning ($GLW)? The Ultimate AI Hidden Giant 🚀🧲","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$ </a>&nbsp; <a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a>&nbsp; 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity &amp; a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa&nbsp;Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$ </a>&nbsp; <a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a>&nbsp; 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity &amp; a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa&nbsp;Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo","text":"$Corning(GLW)$ $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity & a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo","images":[{"img":"https://community-static.tradeup.com/news/1392eae564380163381ee46b1f74846b","width":"1506","height":"1064"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/580798818378368","isVote":1,"tweetType":1,"viewCount":2909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cc248ebcefe97aad7c07df8e243fe7e4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"content":"@1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap","text":"@1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap","html":"@1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap"},{"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/83ef98e5ff145e0ea6560244663783e1","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"content":"Everything is so different these days! Who would have thought the major glassmaker is now an AI-enabler!","text":"Everything is so different these days! Who would have thought the major glassmaker is now an AI-enabler!","html":"Everything is so different these days! Who would have thought the major glassmaker is now an AI-enabler!"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":580694023110688,"gmtCreate":1782801681099,"gmtModify":1782985672852,"author":{"id":"9000000000000572","authorId":"9000000000000572","name":"TigerPicks","avatar":"https://community-static.tradeup.com/news/a6d452b050ca40d986d2e3e339c5dab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000572","idStr":"9000000000000572"},"themes":[],"title":"💰44 U.S. Stocks at All-Time Highs — Here Are the Top 10 Driving the Market","htmlText":"Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — <a target=\"_blank\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/ABBV\">$AbbVie(ABBV)$</a>,","listText":"Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — <a target=\"_blank\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/ABBV\">$AbbVie(ABBV)$</a>,","text":"Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — $Eli Lilly(LLY)$, $Johnson & Johnson(JNJ)$, $Applied Materials(AMAT)$, $Lam Research(LRCX)$, $AbbVie(ABBV)$,","images":[{"img":"https://community-static.tradeup.com/news/eaa4ada88ac85d80078f372ca3445a22"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580694023110688","isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":580603969429760,"gmtCreate":1782782929865,"gmtModify":1782986406221,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"AVAV, GLW, MSFT, TSLA& AMZN Enjoy Great Potential to Buy!","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 2 Sit through the chop, get paid handsomely on the breakout... that's been the <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Options traders want even more...👀 <a target=\"_blank\" href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> 5 <a target=\"_blank\" href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> GOD CANDLE 🔥 +15% in after-hours","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 2 Sit through the chop, get paid handsomely on the breakout... that's been the <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Options traders want even more...👀 <a target=\"_blank\" href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> 5 <a target=\"_blank\" href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> GOD CANDLE 🔥 +15% in after-hours","text":"Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 $Amazon.com(AMZN)$ 2 Sit through the chop, get paid handsomely on the breakout... that's been the $Tesla Motors(TSLA)$ story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... $Microsoft(MSFT)$ 4 Options traders want even more...👀 $Corning(GLW)$ 5 $AeroVironment(AVAV)$ GOD CANDLE 🔥 +15% in after-hours","images":[{"img":"https://community-static.tradeup.com/news/a59121a42afe8f527cf0474968a0c3fc","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/53a207e023153d193437fe5c8d7cc459","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/4adec5e8c07a571a3ad8cb6bf2022436","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1673,"commentSize":1,"repostSize":67,"link":"https://ttm.financial/post/580603969429760","isVote":1,"tweetType":1,"viewCount":6459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0}],"essenList":[{"id":604860654572176,"gmtCreate":1788708105254,"gmtModify":1788742577003,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/777877f922d5d7b3a0e970c935690d15","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"🚨 AI BOUGHT THE GPUs. NOW IT HAS TO CONNECT THE DAMN THINGS.","htmlText":"When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now","listText":"When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now","text":"When investors think about artificial intelligence infrastructure, the conversation usually starts with one object: The GPU. NVIDIA. AMD. Custom accelerators. More compute. More chips. More data centres. But there’s a problem. You can build the most powerful AI accelerator on Earth and it becomes dramatically less useful if data cannot move between thousands of accelerators quickly enough. That is why I think one of the next major AI infrastructure battles will not simply be about computing data. It will be about: MOVING IT. And suddenly Corning becomes much more interesting. 🧠 AI’S BOTTLENECK KEEPS MOVING Every technology boom creates bottlenecks. First, AI needed GPUs. Then it needed enough electricity to power them. Then investors started focusing on networking, memory and cooling. Now","images":[{"img":"https://community-static.tradeup.com/news/bd70f779f2338ff2143c36be91d72c4e","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604860654572176","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581145215709280,"gmtCreate":1782911938201,"gmtModify":1782985756464,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"🎯US Stock Market H2 2026 Outlook: The Bull isn't Dead, But \"AI Must Pay\"","htmlText":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality &gt; growth story, and defensive rotation &gt; single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","listText":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality &gt; growth story, and defensive rotation &gt; single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","text":"The bull isn't dead, but \"AI must pay.\" In the tug-of-war between soft landing and bubble peak, cash flow quality > growth story, and defensive rotation > single-track conviction. As of June 30, 2026 | Data sourced from aggregated market data H1 in One Thread: A Seller's Market for AI Infrastructure Summing up the first half 2026, the rally can be traced along one clear thread: AI compute demand → Semiconductor/storage/equipment orders surge → Earnings beats → Valuation re-rating → Leveraged capital floods in → Positive feedback loop Semiconductors, storage, and the AI supply chain were the absolute core of H1, full stop; Concept themes (lidar, hydrogen, OLED) going parabolic shows market capital hunting for \"the next AI\" narrative beyond the main thread; High-beta growth style compr","images":[{"img":"https://community-static.tradeup.com/news/4d9195e323c996dc939eac0a48fd9d4c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1205,"commentSize":1,"repostSize":41,"link":"https://ttm.financial/post/581145215709280","isVote":1,"tweetType":1,"viewCount":15142,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"AI_FocusedTrader","avatar":"https://community-static.tradeup.com/news/5fd692c11a2bf6fcaec0c3f71006e894","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"1436866998000","idStr":"1436866998000"},"content":"Love this report thank you for the Part II: Nine Keys to H2 2026","text":"Love this report thank you for the Part II: Nine Keys to H2 2026","html":"Love this report thank you for the Part II: Nine Keys to H2 2026"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":580694023110688,"gmtCreate":1782801681099,"gmtModify":1782985672852,"author":{"id":"9000000000000572","authorId":"9000000000000572","name":"TigerPicks","avatar":"https://community-static.tradeup.com/news/a6d452b050ca40d986d2e3e339c5dab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000572","idStr":"9000000000000572"},"themes":[],"title":"💰44 U.S. Stocks at All-Time Highs — Here Are the Top 10 Driving the Market","htmlText":"Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — <a target=\"_blank\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/ABBV\">$AbbVie(ABBV)$</a>,","listText":"Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — <a target=\"_blank\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/ABBV\">$AbbVie(ABBV)$</a>,","text":"Forty-four U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of June 30, 2026. The top 10 span pharmaceuticals, semiconductor equipment, cybersecurity, optical communications, and Canadian banking — a cross-section of the market's strongest narratives right now. The top 10 tickers leading this cohort — $Eli Lilly(LLY)$, $Johnson & Johnson(JNJ)$, $Applied Materials(AMAT)$, $Lam Research(LRCX)$, $AbbVie(ABBV)$,","images":[{"img":"https://community-static.tradeup.com/news/eaa4ada88ac85d80078f372ca3445a22"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580694023110688","isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581302723653728,"gmtCreate":1782950392290,"gmtModify":1782985672324,"author":{"id":"4111534201015342","authorId":"4111534201015342","name":"jfsrevg","avatar":"https://community-static.tradeup.com/news/ee02d7fb604ca04ecc1f7458c0d22e86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111534201015342","idStr":"4111534201015342"},"themes":[],"title":"$MRVL, $GLW & $ALAB Lead 40 High-Volatility Winners","htmlText":"This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> -0.15% <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> -1.03% <a href=\"https://ttm.financial/S/QQQE\">$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$</a> +2.44% <a href=\"https://ttm.financial/S/RSP\">$Invesco S&amp;P 50</a>","listText":"This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> -0.15% <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> -1.03% <a href=\"https://ttm.financial/S/QQQE\">$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$</a> +2.44% <a href=\"https://ttm.financial/S/RSP\">$Invesco S&amp;P 50</a>","text":"This is the complete 1-month performance since the post below of last month's 40 YTD leaders. I’m sharing it for anyone studying the behavior of high ADR% stocks. There are no cherry-picked winners here, this is the full list including both the outsized winners and the laggards. The objective isn't to predict which stock will outperform, but to understand how a basket of high ADR% names behaves over time and how volatility translates into opportunity. Market (Cap and Equal Weight) $Invesco QQQ(QQQ)$ -0.15% $SPDR S&P 500 ETF Trust(SPY)$ -1.03% $Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ +2.44% $Invesco S&P 50","images":[{"img":"https://community-static.tradeup.com/news/679c7e0234d698b54302c333dbde5c0b","width":"874","height":"931"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":222,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/581302723653728","isVote":1,"tweetType":1,"viewCount":4777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582744046847192,"gmtCreate":1783301740346,"gmtModify":1783314677468,"author":{"id":"3558384182204877","authorId":"3558384182204877","name":"天天是周末","avatar":"https://community-static.tradeup.com/news/75907072e71386eaa5a7f3527e6667e8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558384182204877","idStr":"3558384182204877"},"themes":[],"title":"Corning GLW, an alternative Option Setup 🚨","htmlText":"The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w","listText":"The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w","text":"The algorithmic panic over the META cloud computing report has completely disconnected Corning from its fundamental value. $Corning(GLW)$ plunged 13.6% in a single session. This violent drop pushed the stock straight into a hyper-oversold zone. It is now resting right above critical structural support near the $196 level. Retail traders are panicking. They think the AI infrastructure boom has peaked. But smart market practitioners see a textbook liquidity flush. This drop occurred just days after Corning announced blockbuster news. They locked in a landmark 10x capacity expansion partnership with NVDA. They even issued warrants (options to buy shares at a set price) to Nvidia. This comes on top of their multi-billion dollar optical fiber backlogs w","images":[{"img":"https://community-static.tradeup.com/news/25c0378b66a4e8fed6af158f68dc08eb","width":"1113","height":"647"},{"img":"https://community-static.tradeup.com/news/5a84361904a89247ecd456f554b93e2b","width":"685","height":"710"},{"img":"https://community-static.tradeup.com/news/14cf885da00be99fbc35e694ec439313","width":"2072","height":"1302"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/582744046847192","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274795873497","authorId":"3479274795873497","name":"popzi","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274795873497","idStr":"3479274795873497"},"content":"Sold GLW puts last week too. IV at 85th percentile makes the 195 strike premium juicy","text":"Sold GLW puts last week too. IV at 85th percentile makes the 195 strike premium juicy","html":"Sold GLW puts last week too. IV at 85th percentile makes the 195 strike premium juicy"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":580603969429760,"gmtCreate":1782782929865,"gmtModify":1782986406221,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"AVAV, GLW, MSFT, TSLA& AMZN Enjoy Great Potential to Buy!","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 2 Sit through the chop, get paid handsomely on the breakout... that's been the <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Options traders want even more...👀 <a target=\"_blank\" href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> 5 <a target=\"_blank\" href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> GOD CANDLE 🔥 +15% in after-hours","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 2 Sit through the chop, get paid handsomely on the breakout... that's been the <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... <a target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 4 Options traders want even more...👀 <a target=\"_blank\" href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> 5 <a target=\"_blank\" href=\"https://ttm.financial/S/AVAV\">$AeroVironment(AVAV)$</a> GOD CANDLE 🔥 +15% in after-hours","text":"Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 $Amazon.com(AMZN)$ 2 Sit through the chop, get paid handsomely on the breakout... that's been the $Tesla Motors(TSLA)$ story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... $Microsoft(MSFT)$ 4 Options traders want even more...👀 $Corning(GLW)$ 5 $AeroVironment(AVAV)$ GOD CANDLE 🔥 +15% in after-hours","images":[{"img":"https://community-static.tradeup.com/news/a59121a42afe8f527cf0474968a0c3fc","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/53a207e023153d193437fe5c8d7cc459","width":"1230","height":"920"},{"img":"https://community-static.tradeup.com/news/4adec5e8c07a571a3ad8cb6bf2022436","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1673,"commentSize":1,"repostSize":67,"link":"https://ttm.financial/post/580603969429760","isVote":1,"tweetType":1,"viewCount":6459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":580798818378368,"gmtCreate":1782826798965,"gmtModify":1782985672792,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cc248ebcefe97aad7c07df8e243fe7e4","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"Why Buy Corning ($GLW)? The Ultimate AI Hidden Giant 🚀🧲","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$ </a>&nbsp; <a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a>&nbsp; 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity &amp; a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa&nbsp;Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$ </a>&nbsp; <a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a>&nbsp; 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity &amp; a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa&nbsp;Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo","text":"$Corning(GLW)$ $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ 1. The Big Tech Lockdown 🔒 NVIDIA: Signed a multi-year partnership forcing a 10x expansion in US optical connectivity capacity & a 50% expansion in fiber. Jensen Huang’s Personal Vote: He personally took 15M stock warrants with a strike price of $190. Grandpa Huang voted with his own wealth! 💰 Meta: Locked down a massive $6 Billion multi-year fiber agreement. The two biggest hyper-scalers have totally cornered GLW's capacity. 2. Insane Growth Numbers 📈 Q1 Optical Comm: Revenue grew +36%, while profit exploded by +93%! Management Roadmap: Target is $20B revenue by 2026, $30B by 2028, and $40B by 2030 (with their Photo","images":[{"img":"https://community-static.tradeup.com/news/1392eae564380163381ee46b1f74846b","width":"1506","height":"1064"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/580798818378368","isVote":1,"tweetType":1,"viewCount":2909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cc248ebcefe97aad7c07df8e243fe7e4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"content":"@1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap","text":"@1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap","html":"@1PC @Ah_Meng @InverseCramer @MKTrader $Corning(GLW)$ Enormous opportunity. Future 1T market cap"},{"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/83ef98e5ff145e0ea6560244663783e1","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"content":"Everything is so different these days! Who would have thought the major glassmaker is now an AI-enabler!","text":"Everything is so different these days! Who would have thought the major glassmaker is now an AI-enabler!","html":"Everything is so different these days! Who would have thought the major glassmaker is now an AI-enabler!"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":581173041262688,"gmtCreate":1782916669000,"gmtModify":1782985672496,"author":{"id":"10000000000010944","authorId":"10000000000010944","name":"Antony Kent","avatar":"https://static.tigerbbs.com/c28a3af640493e17a7c4f9669695b49f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010944","idStr":"10000000000010944"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.","text":"$Corning(GLW)$ I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581173041262688","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581157747872032,"gmtCreate":1782916951000,"gmtModify":1782985672441,"author":{"id":"10000000000011222","authorId":"10000000000011222","name":"InventiveIvan","avatar":"https://static.tigerbbs.com/c6878c5c8bd8586f5c20366ba18aaadd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011222","idStr":"10000000000011222"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.","text":"$Corning(GLW)$ Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581157747872032","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581152834756688,"gmtCreate":1782904230000,"gmtModify":1782985672613,"author":{"id":"10000000000010964","authorId":"10000000000010964","name":"Leona Morgan","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010964","idStr":"10000000000010964"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a>Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.","text":"$Corning(GLW)$ Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581152834756688","isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581173453352992,"gmtCreate":1782918080000,"gmtModify":1782985672383,"author":{"id":"10000000000010949","authorId":"10000000000010949","name":"Leonard Grey","avatar":"https://community-static.tradeup.com/news/94069856d18d7797c6f9e532af373ff3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010949","idStr":"10000000000010949"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a> is finally showing some signs of life, having bounced $4 from its recent lows.","listText":"<a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$&nbsp;</a> is finally showing some signs of life, having bounced $4 from its recent lows.","text":"$Corning(GLW)$ is finally showing some signs of life, having bounced $4 from its recent lows.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581173453352992","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}