π₯ππ GLW: Options Fuel the Glass Backbone of AI & Apple πππ₯
$Corning(GLW)$ $Apple(AAPL)$ π²ππ ±οΈ UΝ LΝ LΝ IΝ SΝ HΝπΊ Iβm convinced Corning Inc. (GLW) is in the early stages of a powerful multi-year re-rating. The stock closed at $76.18 on 12Sep25, extending a five-day winning streak and setting a new 52-week high. Q2 2025 net income surged from $185M to $500M, EPS rose 28% to $0.60, and core sales grew 12% YoY to $4.05B. UBS upgraded to Buy with an $84 PT, citing rising optical fibre intensity per AI rack. Appleβs $2.5B investment cements GLW as the exclusive supplier for iPhones and Watches. With Gorilla Glass, Ceramic Shield, and AI-driven optical fibre scaling, Corning is rising from its ashes.
π Technical Roadmap
The long-term monthly chart shows a breakout from decades of compression, projecting parabolic upside. Support rests at $74.00, with resistance stacked at $77.00, $80.00, and $84.00. On the 4H timeframe, price action rides the upper Keltner and Bollinger bands, supported by aligned EMAs (13 > 21 > 55). The 30m chart shows consistent bids above the $75.00 pivot, confirming institutional support.
π Flow Dynamics
Options activity underscores bullish positioning. Sep 19 72C traded 3.97K contracts (+51.94%), while the 75C saw 4.13K contracts (+19.12%). The March 20, 2026 chain shows longer-term conviction:
β’ 70C: $10.67, Delta 0.676, Vega 0.195. High directional sensitivity with strong volatility linkage.
β’ 75C: $8.02, Delta 0.573, Gamma 0.021, Theta -0.021, Vega 0.212. Balanced leverage with convex convexity tailwinds.
β’ 80C: $5.80, Delta 0.469, Gamma 0.021. Convex setup with controlled decay.
β’ 85C: $4.12, Delta 0.371, Vega 0.202. Cleaner convexity for trend expression.
β’ 90C: $2.83, Delta 0.283, Vega 0.188. Convexity lottery ticket.
β’ 100C: $1.40, Delta 0.160, Theta -0.013. Out-of-the-money trend expression.
Delta clustering between 70β85C indicates directional skew, while Gamma suggests sharp hedging flows if price accelerates. Theta decay is moderate, giving swing traders room. Vega exposure is meaningful; rising IV at 34.45% could inflate premiums further.
β‘ Momentum Structure
Momentum is surging across all timeframes. RSI is elevated yet supported by heavy volume. MACD remains bullish on both 4H and daily charts. ATR multiples confirm volatility expansion, with price hugging upper Bollinger bands. This reflects strong institutional participation.
π Macro Catalyst
Corningβs βSpringboardβ plan, launched in Q4 2023, has already delivered $3.1B in incremental annualized sales, ahead of its $4B 2026 target. By 2028, the internal goal is $8B. The company is capturing AI-driven demand in Optical Communications, with Enterprise sales up 81% YoY in Q2. Strategic re-entry into solar is expected to triple its sales run rate by 2027, adding $1.6B annually, with 100% of 2025 capacity pre-sold. Margins are expanding (19% in Q2 2025, targeting 20% by 2026), and free cash flow reached $451M in Q2. Segment revenue is diversified: Optical Communications (33.1%), Display Technologies (27.5%), Specialty Materials (14.4%), Environmental Technologies (11.8%), Life Sciences (6.96%), and Hemlock and Emerging Growth (6.15%). Historical charts confirm resilience: revenue has trended to $14B+ annually, free cash flow is stable, and debt maturities are long-dated.
π Conclusion
I believe GLW is positioned at the nexus of AI infrastructure, renewable energy, and consumer electronics. Its asymmetric risk/reward profile suggests a probability-weighted march toward $84, with a pathway to $100 by 2026.
πβ With GLWβs βSpringboardβ plan accelerating, AI fibre demand surging, and Appleβs $2.5B commitment, do you believe institutions will reprice Corning into triple digits before 2026?
π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next big movers and sharing strategies that crush it. Letβs outsmart the market and stack those gains together! π Trade like a boss! Happy trading ahead, Cheers, BC πππππ
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- QueengirlypopsΒ·09-12TOPβ‘ Yo this post has me locked in, the way you connect GLWβs AI fiber surge with Appleβs $2.5B move is insane. Itβs giving serious long runway vibes, like not just hype but fundamentals plus flows all screaming uptrend. Seeing that Vega sensitivity pop makes it even more lit π₯6Report
- 1PCΒ·09-12TOPGreat Insight & Sharing π @JC888 @Sherniceθ»ε¬£ 2000 @koolgal @Shyon6Report
- Kiwi TigressΒ·09-13TOPI think you nailed it on the Keltner and Bollinger alignment, momentum is textbook here, and with Appleβs $2.5B partnership the Delta skew really does add institutional confirmation π€π²π4Report
- Hen SoloΒ·09-13TOPYouβre right to flag the Springboard traction, adding $3.1B already shows execution, and Optical at 33.1% of revenue lines up well with how CIEN scaled fiber in its cycle.1Report
- Enid BerthaΒ·09-13TOPGLW will be in $800 in a couple year, I used to own this stock in 2000. I was purchased at $88 and sold all at $695 in 2001!2Report
- Cool Cat WinstonΒ·09-13I agree the Apple tie-in with GLWβs optical push mirrors what we saw when ANET caught hyperscale demand, the options skew reinforces that institutions are already leaning directional.3Report
- Tui JudeΒ·09-13πππI like how you connected Gorilla Glass and Ceramic Shield to free cash flow consistency, the convexity risk you mention through Gamma could amplify momentum just like we saw with LITE.2Report
- Valerie ArchibaldΒ·09-13For the month so far, the price has increased every day. Looking forward to $80. 00 next week.2Report
- moonbopΒ·09-12Incredible insight! Excited for GLW's journey! ππLikeReport