To The Moon

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

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

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

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

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

$Corning(GLW)$  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.

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

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

$Corning(GLW)$   $Leverage Shares 2X Long GLW Daily ETF(GLWG)$   ​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

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 — $Eli Lilly(LLY)$, $Johnson & Johnson(JNJ)$, $Applied Materials(AMAT)$, $Lam Research(LRCX)$, $AbbVie(ABBV)$,

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

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

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

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 — $Eli Lilly(LLY)$, $Johnson & Johnson(JNJ)$, $Applied Materials(AMAT)$, $Lam Research(LRCX)$, $AbbVie(ABBV)$,

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

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

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

$Corning(GLW)$   $Leverage Shares 2X Long GLW Daily ETF(GLWG)$   ​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

$Corning(GLW)$  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.

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

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

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