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▲ warkdarrior 8 hours ago

Why Corning?

▲bigbuppo 8 hours ago | parent [-]

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

▲SaucyWrong 5 hours ago | parent [-]

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

▲cromka 4 hours ago | parent [-]

If I'd be guessing, it's the Ukraine Russia war and the tethered drones that could be affecting their valuation?