My chop block list has those, plus micron, amd, nvidia, sandisk, western digital, skhynix, corning and marvell.

Those should really eat a lot of shit if any of the two ai companies stops buying everything no matter the price.

Why Corning?

They make the fiber optic cables and such that connect everything.

Is fiber optic cable actually a high-volume-demand component in all of this? All your other semiconductor picks seem good though.

	▲	cromka 8 minutes ago \| parent [-]
		If I'd be guessing, it's the Ukraine Russia war and the tethered drones that could be affecting their valuation?