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O'Keefe Stevens Advisory, Inc's investment thesis on Corning Inc. ($GLW) — Q3 2025 | Buyside Digest

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$GLWNYSECorning Inc.

BULL

O'Keefe Stevens Advisory, Inc—GLW

Fund Letter

Q3 2025

Published October 9, 2025

View Fund Profile

$153.76USD

-0.3% vs last month

$82.98Pitched

+85.3% since pitch

Market Cap$135.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager highlights Corning's role as an indispensable pick-and-shovel provider for AI infrastructure due to high data throughput demand. While warning of...

— Dominick D'Angelo

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What other investors think about $GLW, and what else O'Keefe Stevens Advisory, Inc is buying.

Other pitches on $GLW

Other investors who've written on Corning Inc.

O'Keefe Stevens Advisory, IncBULL

Pitched Apr 24, 2026

Corning continued to do what we described in our Q3 2025 letter.

View all $GLW pitches →