Stockchase InsightsCorning IncGLWBUYFeb 10, 2026

It's had a parabolic move and needs to fall more than today's 7% for him to buy it.

Don't confuse a good company with a good investment. Likes it, but look at the inflection on the chart. You want to buy when it's dead money, and then wait for an inflection.

Don't chase a parabolic chart. You need to trim, not allocate new money (or you're asking for trouble).

Fibre optics. Won massive contract with AAPL, which adds growth. Don't buy up here. Enter ~$140-145, add more ~$125-130.

The estimates for the next two years are too low. Their glass will take over data centres.

All stocks that moved up big already are vulnerable in this market. It could go down further than today. He would pick up more after it sells off more.

Big play now is data centre expansion through fibre. Look at that chart -- when stocks gap up, it's the trend that's in vogue. At some point you're part of a Ponzi scheme, and you need to get out with your profit.

He bought more because of their $6 billion deal with Meta.

It reports Wednesday. It's busy replacing copper with fiber. Prospects are excellent.

Is up 56% in Q3, and one of the top S&P stocks in Q3. Their Apple partnership is huge, but so is their fibre-optic glass used to move information in data centres which he expects to replace the copper used in data centres.

A leader. Defensive place to hide. Higher highs and lows since bottom in last 2023. Defined uptrend, remains positive. Further upside, looking for new all-time highs.

Would not recommend buying. Hasn't be able to generate returns. 

Best of companies in sector. Lots of business models and joint ventures. Not a good business in recession (consumer spending). Likes company, but wait to buy (not cheap, but not expensive). Wait to buy. 

Lots of exciting areas, but a 21-22x PE, which is too rich in a very cyclical business.