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The Light Pipes — Photonics & CPO · AI Chain

GLW

Corning
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Specialty glass and optical fiber

What they do

Corning makes the actual fiber-optic cable that physically connects every AI data center — plus advanced display glass. Already in your Berserker portfolio at +101% from buy. Every meter of new AI fiber buildout means Corning fiber. Pricing power is improving as supply tightens. Manage via your existing 50-day moving-average rules.