Corning

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Invest Like the Best

1 statements about Corning, every show

INVEST LIKE THE BEST Prediction Not checkable as stated

Sacerdote: Transitioning GPU rack scale-up to fiber will 2x–3x Corning's market

“Eventually, that'll be done over fiber. When that happens, That two to three X's Corning's opportunity.”

Alex Sacerdote Jun 9, 2026 ▶ 55:55 Why the AI Boom Is Just Getting Started · Invest Like The Best

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Corning

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Turn any episode into a week of clips.