$GLW

Does he own it?

GLW appears only inside long supply-chain/ETF lists, never as a first-person buy/hold/add. His "I have positions" disclosures attach to upstream/small-cap glass-core and laser names (P4O, LPK, AXTI), and he frames Corning as the large dual-source incumbent he goes "upstream" from. No weight, no explicit long statement on GLW itself. Mega-cap coverage, not a stated holding.

His thesis

Corning is positioned as a key incumbent across two AI-infrastructure themes: glass-core substrates for advanced semiconductor packaging (with a 2027 inflection) and optical fiber/connectors for the CPO/silicon-photonics buildout. He treats it as a structurally important, validated leader in the glass-materials and fiber segments, and a beneficiary of the multi-year photonics supercycle, while personally favoring smaller upstream chokepoint names over the mega-cap.

How his view evolved

Starts as one line in early supply-chain maps and a strong list performer, then recurs as a recognized leader in glass-core substrates and CPO fiber as those roadmaps accelerate into H2/2027. Consistently bullish framing; his own capital interest stays tilted upstream.

Key points

• Recurs only as an entry in supply-chain/ecosystem lists, never a standalone position post
• Framed as the large dual-source/incumbent in glass substrates and CPO fiber
• His stated 'positions' attach to upstream small-caps (LPK, P4O, AXTI), not GLW

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $GLW on X ↗