I'm Jim Kramer, and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

The new company that we endorse, which is Corning, this is a company I spent a lot of time with in Kentucky in Harrodsburg.

This is the company that I think is going to be able to make it. So the data center

is not going to be that hot because glass doesn't burn as hot as copper. It is an extraordinary company. It's been in for a long time. He said, well, Jim, where were you doing this? Well, the fact is, is that very few people felt that glass was going to play that bigger role in the data center. it is. Yeah, as UBS

pointed out when they upgraded the stock back

in September, that AI data centers have

four to six. that bigger role in the data center. And it is. Yeah, as UBS pointed out when they upgraded the stock back in September, that AI data centers

have four to six times more fiber content than legacy cloud switches for some of the reasons

that you just outlined.

They also are a big supplier to Apple.

I mean, you were with Wendell Weeks in Kentucky talking about that big commitment. They produce all the cover glass on the iPhones and the Apple watches. So you can see the, you know, pointing gear. And I'm not going to, I mean, let's make it clear. A fallible phone is that. And a foldable phone can be used. Yeah, that could be next year. That's glass. You know, that's what we're seeing. It's all the glass that can be folded. It is a monument to engineer. These guys are great engineers. You know, what I like, too, about the management team there, they also have this springboard initiative, which they launched in the fourth quarter of 2023. The goal was that management.

They were committed to increasing annualized sales by $5 billion

and also expanding margins by 400 basis points to 20% by the end of 2026.

Well, this past March, they actually raised their internal sales target by a billion.

So I think that's a good reflection of not only the demand that the business is seeing, but the company's ability to execute on its goals. Yes. And there's a lot. Look, I don't want to say Apple's not their only business. They have a lot of businesses. Yeah, I mean, they're in life sciences, TV displays, automotive as well. So a lot of different end markets here.

Yeah, look, very well run company out of Corning in New York. People didn't talk about it,

but people realize, including Tim Cook, that this is the best maker of glass in the world.

They started making this because deep jobs.

Call them, and said, listen, I want the glass that's indestructible and what were going to say flew down there and he said give me indestructible glass I did to corny and they weren't sure how to do it but they said we're going to do it they did it and they had the contract ever since and it's just a great situation. Yeah. So I'm very excited about it.

They report next week.

We started with a very small position, half a percent.

So a lot of room just, yeah, a lot of room just in case, you know, I think the numbers are going to be good, but just in case maybe we see some profit taking after a big rum, but that

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