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in postLONG
“Corning $glw breakout？The only stock in my portfolio that is up”
@au_xbt · AU🧲
GLW breaking out above key resistance as Intel confirms glass substrate investment, making Corning the primary US beneficiary of the glass substrate adoption cycle.
GLWLONG@ $211.52
$139.67-33.97%
since call Jun 24
in postLONG
“Intel is targeting a 10x shareholder return over the next 5-10 years. Tan is benchmarking against the 76-85x return delivered during his Cadence tenure.”
@au_xbt · AU🧲
Intel's 18A node is ramping and glass substrates are now a core AI platform, with Lip-Bu Tan targeting 10x shareholder returns as the foundry turnaround accelerates.
INTCLONG@ $132.75
$88.45-33.37%
since call Jun 24
in postLONG
“$AMAT, $KLAC, and ASMPT from Advanced Packaging”
@au_xbt · AU🧲
Applied Materials is the world's largest semiconductor equipment maker and a direct beneficiary as Intel's EMIB and glass substrate ramp drives a surge in advanced packaging capex.
AMATLONG@ $580.20
$504.83-12.99%
since call Jun 24
peak +2.0%
TIMESTAMPS
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