Corning - the silent beneficiary of the AI construction boom that the selloff is turning into a bargain?!

Corning profits from every AI data center – all without building a single chip!
The stock plunge hits a company with a full order book and a 40 billion USD revenue target – for me, an entry opportunity rather than a warning signal!
Leonid Kulikov
L. Kulikov
Reading Time: 1 minute

I see Corning as one of the most compelling picks-and-shovels bets of the entire AI cycle. Simply put, the company does not supply the chips themselves, but rather the nerve pathways in between: fiber optics and optical connections that connect individual processors in data centers as well as entire locations. This is precisely where the capital of hyperscalers lands, whose spending is skyrocketing – concrete orders from Amazon and Meta (6 billion USD) as well as an investment from NVIDIA of up to 3.2 billion USD impressively attest to this....

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