After studying Chen Liwu's speech, I bit the bullet and jumped into Corning GLW today. In the crypto world, if you don’t immediately read leadership speeches and complete your research before hopping on, it often feels like you’re already late to the game. But I wanted to test the long-tail effect of information in the U.S. stock market. Reasons for jumping in: The market is desperately searching for the next growth driver, and Chen’s interview provided a new guiding signal. Among the areas mentioned, Corning (GLW) is currently the purest glass substrate play in the U.S. stock market. Even though glass substrates only account for a small portion of its revenue right now, the market just needs the best candidate to reflect expectations. Intel is heavily investing in glass substrates, planning to launch by 2030. There’s already evidence of customers prepaying to lock in production capacity, which shows the pressure of advanced packaging substrate shortages is very real. When FOMO kicks in, sometimes fundamentals can take a backseat. Cost basis: $198. Let’s see if the market open brings tears or laughter—it’s all part of the learning experience.