Meet Kevin on $GLW (Oct 29, 2026)
The speaker is excited about Corning and sees a big fiber-optics expansion opportunity from huge supply agreements and great pricing power, though he does not own it. He cautions about half the business is legacy/mid-cap and not thriving, so a fair price pays for the whole company while only half thrives.
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Those cables can be made by a company like Corning, which makes the glass used in fiber optic cables.
The one thing they did n't buy was Corning , which operates in that vertical space and is essentially a glass and fiber manufacturer. Now , Corning is a $113 billion company. That's a company that's almost 150 years old .
I'm really excited about Corning. I don't own Corning stock.
Corning has some huge supply agreements. Corning is interesting, too. I, uh, let me do a quick valuation check on Corning. Ah, Corning's ticker is GLW. They're at a P/E ratio of around 1.39.
Great pricing power . But, they've got legacy business in it, right? So, half of Corning's business is mid-cap , and the other half is great for fiber. Optical. It's not quite the same net investment .
So, you're actually paying a fair price for an entire company when only half of its business is thriving.
That's why Corning is such a big opportunity to expand with fiber optics , and that's why Marvel is saying, "Screw it ."