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My top stock pick that I think is still cheap is $GLW current price $160 Corning is a manufacturing powerhouse that most people overlook. If you’re reading this on an iPhone, you’re looking through Corning’s Gorilla Glass Nvidia is an investor in them. Corning will build three new advanced plants in North Carolina and Texas. They will increase capacity and boost U.S. optical connectivity capacity by 10x and fiber production by over 50%. Job Creation generating more than 3,000 high paying American jobs. Technology Goal aims to support co-packaged optics, potentially replacing copper wires inside systems like Vera Rubin with high speed glass fibers. The real opportunity, though, is AI infrastructure AI data centers require enormous amounts of bandwidth. While copper is still used for short distance connections, fiber optics are increasingly being deployed because they offer much higher bandwidth, lower latency, and can transmit data over much longer distances with far less signal loss. As AI clusters continue to scale, optical networking becomes more important Corning is one of the world’s largest suppliers of optical fiber and connectivity products, and Optical Communications has become its fastest growing and its the highest margin business it has. In its latest quarter, Optical Communications revenue grew 32% year over year, with enterprise networking (including AI infrastructure) growing even faster The company has also secured multiyear agreements with hyperscalers, including Amazon and a deal with Meta worth up to $6 billion to help build next generation AI data centers. My thesis is simple. AI isn’t just about GPUs. Every GPU cluster needs an enormous amount of optical networking, and Corning is one of the companies supplying that critical infrastructure.