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Reddit Mentions Today Week Month
The winner on data cable is GLW
AMD, GLW, MU. Made some gains but certainly not as much if I had held them until, say, today.
Fiber optics companies like Amphenol(APH) and Corning (GLW) have been doing well. They are one of the pick and shovels in data centers and have a use case outside of it in smart phones, laptops, etc.
All data storage companies are doing well. Seagate (STX), SanDisk (SNDK), Western Digital (WDC). That said, I only have Micron. Another company that, without confirming, may also benefit from data center stuff is Corning (GLW) just on the basis that one of the things they do is make fiber optic …
ASTS GOOGL TSM NTDOY RDDT GLW STRL ANET IBM
GLW, corning's been good for me so I'll stick with it. History of the company being able to pivot and adapt to new tech and be active in R&D. Fiber is likely going to be around for a while and one of the top manufacturers.
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Values over 50% Short often indicate hidden bearish pressure from institutions.
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 98,702,639 | $8.3 billion | 0.1151% | Sep 30, 2025 |
| Blackrock Inc. | 66,042,571 | $5.6 billion | 0.0770% | Sep 30, 2025 |
| State Street Corporation | 37,008,856 | $3.1 billion | 0.0432% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 29,901,638 | $2.5 billion | 0.0349% | Sep 30, 2025 |
| Bank of America Corporation | 20,356,606 | $1.7 billion | 0.0237% | Sep 30, 2025 |
| Geode Capital Management, LLC | 19,894,757 | $1.7 billion | 0.0232% | Sep 30, 2025 |
| Wellington Management Group, LLP | 16,557,489 | $1.4 billion | 0.0193% | Sep 30, 2025 |
| Morgan Stanley | 15,398,855 | $1.3 billion | 0.0180% | Sep 30, 2025 |
| State Farm Mutual Automobile Insurance Co | 13,919,847 | $1.2 billion | 0.0162% | Sep 30, 2025 |
| Capital Research Global Investors | 11,058,929 | $931.2 million | 0.0129% | Sep 30, 2025 |
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