After studying Chen Liwu's speech, I reluctantly went to Corning $GLW today.

According to crypto industry habits, I didn't read the leader's speech or complete my research immediately, so jumping in feels a bit late, but I also want to try the long tail effect of information in the US stock market.
Reasons for entering the market:
Market funds are desperately searching for the next profit growth point, and Chen's interview provided a new directive.
Among the mentioned sectors, Corning (GLW) is currently the most pure-play US stock in glass substrates, even though glass substrates account for a small portion of revenue at the moment, the market only needs the best indicator that reflects expectations.
Intel is investing heavily in glass substrates, planning to launch by 2030, and there are already cases of customers prepaying to lock in capacity, indicating that the shortage pressure for advanced packaging substrates is real.
The factors driving FOMO are somewhat negotiable based on fundamentals.
Cost is 198; let's see if the market opens with tears or smiles—it's all a learning experience.