In short: Ethridge's second third-order example (with Caterpillar): companies whose orders came from the hyperscaler build-out and which may therefore see the pull-forward reverse — "how much of that spending that has reached them already is going to slow down because the companies accelerated this year and they won't do it again next year?" A timing caution, not a call.
In short: Also named in Terranova's re-concentration risk list (with NVIDIA, Micron and Marvell). No individual call.
In short: His final trade: not afraid of a 14% one-day rise (momentum doesn't scare him); Corning "plays along in the AI story," with "more to come" — reports end of July.
Corning makes specialty glass and optical fiber — and the fiber business is increasingly tied to AI data centers (which need huge amounts of cabling). It was Terranova's "final trade." His framing is pure momentum discipline: a 14% one-day jump doesn't scare him out of a leader — he reads strength as a reason to stay, not to sell. He thinks there's "more to come" and flags the next earnings report at the end of July as the catalyst.
In short: Brown: one of "our stocks today" winning off Micron — AI-buildout components beneficiary.
In short: Dominant fiber share (thinner/bendable, higher margin, fastest-growing segment); "scale-up over fiber" could 2-3× its opportunity.
Corning makes the optical fiber that carries data around and between AI data centers — and it has a dominant share. Its fiber is thinner, more bendable, and can be made to exact specs, which makes it higher-margin and the fastest-growing part of its business (one Microsoft data center reportedly held enough fiber to circle the Earth 4.5 times).
The big upside ("kicker"): as AI clusters grow, the industry will start connecting the chips inside each rack ("scale-up") over fiber instead of copper — and Sacerdote says that shift alone could 2-3× Corning's opportunity.
54:38So even if it is a commodity it's going to be a great cycle. So we see that up and down the supply chain. You find these companies like Corning like they make the fiber. Um they've got some ridiculously high share of the fiber. I was reading this uh Microsoft data center they just built. There's enough fiber to circle the world four and a half times in that one thing.
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