$Corning(GLW)$ They are producing enough fiber optic cable to nearly reach the sun. This kind of cabling and interconnect work comes with sticky purchases and decades of maintenance revenue.
Their patents also extend into areas like glass core substrates, which next-gen AI chips will need for heat suppression.
And the most promising $Apple(AAPL)$ device in years, the foldable, uses Corning's flexible glass.
If anyone thinks this is worth less than $400 right now, that seems hard to justify.
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