Re-rating of fiber optics / glass; PMI-sensitive beneficiary hardware of the power and embodied-AI capex cycle, opposite to the thesis of stagnant software.Vídeo: Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026
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This is not an AI company but it is moving like Nvidia... Corning stock is similar to Nvidia just at a different time period.Vídeo: The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst.