People in our community have really grown. Here's a take from one member. Look how much better this is than those crypto analysts. The crypto space is really a mess, full of fake info. I've seen at least 20 analysts pumping GLW, and then it just crashed.

"In my personal view, Corning benefits from AI in two areas: fiber optics and glass substrates. Fiber optics has already been hyped earlier this year when Corning was under $100. After Meta invested, it shot up to over $100. That business is fine. The second area is the hyped glass substrate business. Looking back, it was also hyped at the start of the year but didn't take off. Why? Because the essence of a glass substrate is just a piece of glass. Does Corning have a moat here? Basically none for now. It's just glass. A German company called Schott can do the same thing. It's just a panel.

The key point is that the real technological moat lies in the glass core substrate. The extra word 'core' matters. The glass core substrate is obtained by deep processing of the glass substrate. Corning is not involved in the deep processing. After further processing, it becomes the packaging substrate, which is the actual motherboard of the chip. Corning is also not involved in this process.

So the hype around Corning is essentially an extension of the June supply chain upstream buying logic. As for the newly announced glass bridge or whatever, that's still far from commercialization. Just like I said yesterday, I personally think Corning is definitely overvalued now."