GLW
0Bull0Bear2Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
GLW is neutral (0 bull · 0 bear)
$GLW faces uncertainty from CPO delay reports and glass bridge issues, potentially impacting future earnings.
Last spoke: 07/17/2026, 15:27 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- @johnoao CPO hasn’t scaled up yet. Lot of their earnings come from 2028 TAM for FAU. There’s just a lot of uncertainty recently due to CPO delay reports and $GLW glass bridge. https://t.co/8kyWZ2x0Mw
- Always a fun time seeing semi markets crash from Bloomberg report framing once again… UBS analyst on $META report: “this is not new news”. Regardless: $AEHR down -18.3% $AAOI down -17.13% $SIVEF down -15.4% $SNDK down -14.8% $TER down -13.8% $GLW down -11.4% $MRVL down -11.2% $LITE down -10.2% $NBIS down -7.8% Getting PTSD from Bloombert’s previous misleading report on AMD/Nvidia global export controls earlier this year that crashed semi stocks. FYI: Meta doesn’t randomly buy $48B+ worth of neocoud contracts if they overbuilt capacity and can cut capex… Markets are stupid sometimes.
Ongoing takes on other optical names too
Beyond GLW, his viewpoint library also covers: