【交換】ヘタミュ　ヘタライ　ヘタコン　ランブロ　クリカ SW GW NW WU WW FW GLW ATW TWC [求]ツリー内の[求] [譲]画像参照にて グラッテ：ラベル：クリカ=1：1：2〜3 🔶印はバナーカード＋特典のセットでのみ バナーカード英はクリカ2枚と交換のみ

BofA maintains Buy on Corning ($GLW), raises price target to $243 from $223, implying roughly 22% upside from the current price of $199.9. •Rating: Buy, maintained •Price target raised to $243 from $223 •Current price: $199.9 •Implied upside: ~22% Key Drivers •Optical segment expected to benefit from AI infrastructure buildouts •BofA highlighted progress in glass substrate technology for advanced semiconductor packaging •Long-term opportunities in optical and new market applications support higher estimates

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$GLW dropped -13% in a day after its Nvidia 10x manufacturing deal Amazon/Meta fiber contracts pushed it to ATHs. Watching $190-200 for a swing entry into the 7/28 earnings catalyst. Stop $180. Valuation is stretched, size accordingly. #Corning #AIInfra

THE MARKET SHOULD PAY MORE ATTENTION TO BC COPPER NAMES AFTER THIS CANADA–BC AGREEMENT. Canada is putting serious weight behind British Columbia: over $200B in investment initiatives, $3.5B for the North Coast Transmission Line, $500M for Red Chris, and an expected more than 15% increase in national copper production. That is the macro. Now look at $NRED / $NREDF. NovaRed has Wilmac in British Columbia, giving it copper-gold exposure in the same province Canada is now pushing as a major energy, mining and trade gateway. The important part is MetalCore AI. NovaRed is combining mineral exploration with AI-driven data work, which means the story is bigger than “junior owns land in BC.” It is about using data, geology and technology to find better targets in a province where copper is becoming strategically important. BC gets capital. Copper gets policy support. NovaRed gets a stronger narrative around Wilmac and MetalCore. That is why I’m watching $NRED here. NFA #NOLIMIT #TejRan #tommavi #t24 #6b7280 #chevron $HTZ $GLW

Red days are where long-term wealth is built. 1. $ORCL is a $345 stock trading at $140 2. $GLW is a $271 stock trading at $196 3. $AMAT is a $739 stock trading at $603 4. $ASTS is a $133 stock trading at $85 5. $SOXL is a $302 stock trading at $181 6. $AVGO is a $495 stock trading at $360 7. $AXTI is a $143 stock trading at $56 8. $META is a $796 stock trading at $582

If you wanted to build a 7-figure retirement portfolio, would you only buy the AI names everyone already loves? Or would you study the supply chain before the crowd catches on? My AI optical infrastructure watchlist: $LITE — lasers optical components $CIEN — optical networking systems $GLW — fiber glass data center connectivity $COHR — optical components $AAOI — datacenter optics $FN — optical transceivers $VIAV — optical testing network equipment $ALAB — AI connectivity infrastructure The first AI wave was compute. The next bottleneck may be bandwidth, power efficiency, and moving data at scale.

If I had to rebuild my portfolio from zero today, I’d study the companies connected to the next AI infrastructure wave: $GLW — optical fiber supply chain $NOW — enterprise AI workflows $IBM — enterprise AI infrastructure $OUST — robotics edge AI sensors $TSLA — autonomy $HIMS — digital healthcare Not all of these are Nvidia-backed. That matters. Some are direct ecosystem names. Some are AI-adjacent demand plays. The key is studying where AI demand spreads next.

- 2026-07-22 (16天后) TSLA Tesla, Inc. - 2026-07-22 (16天后) TXN Texas Instruments Incorporated 盘后 - 2026-07-23 (17天后) INTC Intel Corporation 盘后 - 2026-07-23 (17天后) NOK Nokia Corporation 盘前 - 2026-07-28 (22天后) GLW Corning Incorporated 盘前 另有 29 条在更远日期或超出显示上限。 (18/19)

- COIN 2026-07-02: EMA30 165.43 | H/L 173.09/163.22 | 收盘 165.48 ( 0.03%) - DRAM 2026-07-02: EMA30 64.29 | H/L 65.75/58.90 | 收盘 60.63 (-5.69%) - GLW 2026-07-02: EMA30 199.69 | H/L 224.01/193.54 | 收盘 196.79 (-1.45%) (11/19)

11. GLW: 期权IV 97.04% 30D 97.25% 短-30D -0.21pt -50.28pt 排名↓6 到期2026-07-10 K=197.5 EMA30触达 12. INTC: 期权IV 93.30% 30D 98.61% 短-30D -5.31pt -22.46pt 排名↑2 到期2026-07-10 K=120 EMA30触达 13. CRCL: 期权IV 90.39% 30D 93.04% 短-30D -2.65pt -29.36pt 排名↓2 到期2026-07-10 K=65 (5/19)

Stocks on watchlist with high earnings growth $MU $AMD $ASML $AMAT $CAT $LRCX $ARM $GEV $SNDK $DELL $CRWD $WDC $GLW $FTNT $DDOG $ASX $ALAB $UMC $HPE $NBIS $CRDO $CRS $ATI $MKSI $SIMO $PLXS $SLAB $BB $NAVN $KLIC $PTRN $TENB $EXTR $ICHR $OUST $PENG $COHU $PDFS $ATEN

#USD Strength $USDJPY Setup $GLW Lesson - Morning Markets Jul 6 youtube.com/live/dcQWMI_1UHo… via @YouTube @sgnldk

Exclusive WhatsApp chat for $GLW shareholders is officially online! All people holding $GLW stock are invited to join and discuss the stock while getting newest market updates Simply click the link below or the link on my bio to join free us 🔗 wa.me/16462958495

Pre-Market Movers - Monday July 7, 2026 $DRAM $WDC $SNDK $MU $AMAT $TER $AMKR $ALAB $AMD $INTC $ARM $TSM $AVGO $AXTI $MRVL $CRDO $MTSI $COHR $GLW $IREN $CIFR $APLD $VRT $NBIS $CLSK $WGM $HUT $RIOT $IBIT $SLV $GDX $GLD $QTUM $QUBT $USAR $LAC $TSLA $META $SPY $QQQ The semiconductor sector had its best quarter in history in Q2 2026, with the Philadelphia Semi Index rising 87.75% in a single quarter. On July 1, the first session of Q3, the group got hit hard on profit-taking as MU dropped 11%, Intel fell 9%, AMD dropped 7%. The holiday weekend served as a clean reset. Today, the real first session of Q3 after the break, money looks to be rotating back in with conviction. Memory is leading the way - DRAM 7.54%, WDC 5.38%, SNDK 4.93%, MU 3.28%. Semis are broadly surging behind it. The fundamental backdrop that drove Q2's record run did not change in four trading days. The thesis is intact and the numbers behind it are hard to argue with. MU reported 1,358% earnings growth year-over-year in its Q3 FY2026 print, with its entire 2026 HBM supply already sold out and gross margins touching 85%. SemiAnalysis is projecting NVIDIA's second-half data center revenue to beat expectations by 20% as the Vera Rubin platform ramps. SK Hynix is moving toward a US ADR listing that analysts expect would trigger immediate passive buying from QQQ inclusion worth hundreds of billions. South Korean semiconductor exports in June surged nearly 200% year-over-year. Every major data point says the shortage runs at least through 2028. What happened on July 1 was profit-taking after an extraordinary run meeting the first day of a new quarter, not a signal that the fundamental cycle was breaking. Today looks like the market arriving at the same conclusion. The broader tape is constructive. QQQ is up 1.18% and SPY is up 0.41%. Optical networking is surging alongside memory and semis - AXTI 6.99%, MRVL 3.95%, CRDO 3.42%, MTSI 2.93%, COHR 1.67%. AI infrastructure names participating - IREN 6.67%, CIFR 4.59%, APLD 2.99%, VRT 2.80%, NBIS 2.44%. Crypto broadly green. Metals continuing their bounce with SLV, GDX and GLD all holding gains from last week. Quantum green across the board. Rare earths holding. The one rotation to note is software giving back ground - PLTR, ADBE, PANW, SNOW all slightly red - after leading for three sessions last week. That is not a breakdown; it is the natural exhale after a leadership run as capital rotates back toward the hardware side of the ledger. VIX is up 3.60% alongside a market that is also up - a split signal worth watching. That combination often shows up when investors are buying the dip with one hand and buying protection with the other, uncertain whether the recovery will hold. It does not change the premarket read, but it is worth monitoring as the session develops. We're seeing relative strength in: ✅ Memory resuming leadership - DRAM, WDC, SNDK, MU - bouncing hard off July 1's profit-taking session, fundamentals unchanged ✅ Semis broadly surging - AMAT, TER, AMKR, ALAB, AMD, INTC, ARM, TSM - broad participation, not concentrated in any single name. GOLDMAN SACHS RAISES AMD PRICE TARGET TO $640 FROM $450, REITERATES BUY. JPMorgan - the recent pullback in semiconductor stocks is a buying opportunity. ✅ Optical networking back - AXTI, MRVL, CRDO, MTSI, COHR, GLW - moving in force alongside the broader semi complex ✅ AI infrastructure surging - IREN, CIFR, APLD, VRT, NBIS - back in gear ✅ Crypto broadly green - CLSK, WGM, HUT, RIOT, IBIT - participating with the risk-on tape ✅ Metals continuing - SLV, GDX, GLD - second consecutive week of participation ✅ Quantum and rare earths holding - QTUM, QUBT, RGTI, USAR, LAC - consistent Notable red: ❌ Software rotating out - PLTR, ADBE, PANW, SNOW - giving back ground after three sessions of leadership, healthy rotation rather than distribution ❌ VIX up 3.60% with the market also up - split signal; investors buying the recovery while hedging against a reversal. Watch how this resolves intraday Watching Closely: Whether memory and semis can hold these premarket gains through the open and build on them - a sustained recovery from July 1's profit-taking would confirm the group is re-entering a leadership phase rather than just bouncing. The VIX divergence resolving - if VIX fades as the session develops and SPY and QQQ extend gains, the recovery has real legs. SK Hynix's US ADR listing timeline as a secondary catalyst for continued passive buying pressure in the memory complex. And Warsh's framework review remaining the structural macro backdrop that gives all of this room to run without a Fed fighting the cycle. @TradersAscent

Daily Mkt Diagnosis: On Thursday, ahead of a 3 day weekend for America's Birthday, the Ai growth stocks get WHACKED again and Nas clocks another dist day with clustering and is back below 21 day ema and 50 day line too, and IBD drops to 60%/80% invested level; NYSE and Dow hit more ATHs/ATCHs; the damage to the growth stock trade in all things Ai is revealed by the chart damage as lots plunge through the 21 day and 50 day guardrails. Those breaking 21 day include $CRDO $OUTS $SMTR $MU $SNDK $UCTT $INTC $MRVL $ARM $ANET $TSM $WDC $ASML $GLW and $DELL. Those going further and breaking 50 day line include $CIEN $VIST $VRT $NVMI $SYNA $ENTG $STX $TTMI $VIAV $MTSI $VICR $LITE $MOD $IPGP $AAOI $TSEM $COHR $KEYS $VIAV $FN $FIX $PWR $AEHR. Watching to see if this is start of something more serious or just a normal and natural pullback--watching to see how these former leaders act at these key MA lines. Nas futures up 1% this morning--will see if it gaps and can hold the gap. Difficult environment still as uptrend under pressure along with power trend under pressure.

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$GLW BofA raised the firm's price target on Corning to $243 from $223 and keeps a Buy rating on the shares. Bullish sentiment is driven by strong optical demand tied to AI infrastructure buildout themes, alongside longer-term optionality from advances in semiconductor packaging such as glass substrates and emerging technologies like GlassBridge for high-density fiber alignment, which support a higher long-term growth trajectory and valuation potential, the analyst tells investors in a research note.

These 8 stocks may define the second half of 2026. 1: Micron Technology ~ $MU 2: ServiceNow ~ $NOW 3: Meta Platforms~ $META 4: Robin Hood ~ $HOOD 5: UiPath ~ $PATH 6: NEBIUS ~ $NBIS 7: Rocket Lab ~ $RKLB 8:Corning Incorporated~ $GLW