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… centers to communicate. The only problem is the investor wants you to pay for the stock pick, but I figured it out and reveal it in this video for free. Before we do anything, let's examine Fry's recent track record to see how good he is. He recommended three stocks in June 2023, and the first was Alphabet. It has tripled since. The second was Intel, and it was a bad pick for years, but if you held, you're up several hundred percent. Amazon was the last of the bunch, and it has doubled. In December 2025, he recommended three more stocks, and …
He recommended three stocks in June 2023, and the first was Alphabet.
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Entrée $122,20 06 juil 2026Actuel $106,24 09 sept 2026Résultat −$15,96vs. indice −14,5% SPY +1,5% sur la même période
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Contexte de la transcription source
…k, but I figured it out and reveal it in this video for free. Before we do anything, let's examine Fry's recent track record to see how good he is. He recommended three stocks in June 2023, and the first was Alphabet. It has tripled since. The second was Intel, and it was a bad pick for years, but if you held, you're up several hundred percent. Amazon was the last of the bunch, and it has doubled. In December 2025, he recommended three more stocks, and the first was Dutch Bros. It's up a little. Yeti was the second stock, and this one is up a tiny bit as well. Royalty Pharma was …
The second was Intel, and it was a bad pick for years, but if you held, you're up several hundred percent.
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Entrée $68,09 06 juil 2026Actuel $44,96 09 sept 2026Résultat −$23,13vs. indice −35,4% SPY +1,5% sur la même période
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Contexte de la transcription source
…d three stocks in June 2023, and the first was Alphabet. It has tripled since. The second was Intel, and it was a bad pick for years, but if you held, you're up several hundred percent. Amazon was the last of the bunch, and it has doubled. In December 2025, he recommended three more stocks, and the first was Dutch Bros. It's up a little. Yeti was the second stock, and this one is up a tiny bit as well. Royalty Pharma was the last stock, and it's up a good amount for 7 months. Now, let's do a quick overview of this hour-long presentation and look at Fry's …
In December 2025, he recommended three more stocks, and the first was Dutch Bros.
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… and it was a bad pick for years, but if you held, you're up several hundred percent. Amazon was the last of the bunch, and it has doubled. In December 2025, he recommended three more stocks, and the first was Dutch Bros. It's up a little. Yeti was the second stock, and this one is up a tiny bit as well. Royalty Pharma was the last stock, and it's up a good amount for 7 months. Now, let's do a quick overview of this hour-long presentation and look at Fry's investing thesis. We'll look at the clues for the stock being pitched after. Eric Fr…
Yeti was the second stock, and this one is up a tiny bit as well.
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Contexte de la transcription source
…al hundred percent. Amazon was the last of the bunch, and it has doubled. In December 2025, he recommended three more stocks, and the first was Dutch Bros. It's up a little. Yeti was the second stock, and this one is up a tiny bit as well. Royalty Pharma was the last stock, and it's up a good amount for 7 months. Now, let's do a quick overview of this hour-long presentation and look at Fry's investing thesis. We'll look at the clues for the stock being pitched after. Eric Fry's presentation is built around a very simple idea. A good company is not …
Royalty Pharma was the last stock, and it's up a good amount for 7 months.
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…. Fry is not arguing that Amazon is going out of business. Instead, he believes tariffs, its exposure to products imported from China and the enormous amount of money it is spending on artificial intelligence could pressure future profits. His replacement is Coupang, ticker CPG. Coupang is often called the Amazon of South Korea. It operates a massive e-commerce and delivery network, generates tens of billions of dollars in annual revenue, and could have substantially more room to expand than Amazon. His second pai…
His replacement is Coupang, ticker CPG.
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… is facing increasingly powerful competition, while its Optimus humanoid robot remains largely unproven. There may eventually be enormous demand for humanoid robots, but Fry argues that businesses need practical automation solutions today. That is why he prefers Symbotic, ticker SYM. Symbotic builds AI-powered warehouse automation systems that are already being installed for major customers. Its robots are designed specifically to move products around warehouses and distribution centers quickly and efficiently. In othe…
That is why he prefers Symbotic, ticker SYM.
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…d specifically to move products around warehouses and distribution centers quickly and efficiently. In other words, Tesla is promising a robotics revolution in the future, while Symbotic is already generating revenue from automation today. His third trade is selling Bank of America and buying Block. The argument here is that traditional banks still carry the enormous cost of physical branches, large workforces, and outdated technology systems. Meanwhile, Block, Square, and Cash App platforms allow businesses and consumers to manage mo…
His third trade is selling Bank of America and buying Block.
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…d specifically to move products around warehouses and distribution centers quickly and efficiently. In other words, Tesla is promising a robotics revolution in the future, while Symbotic is already generating revenue from automation today. His third trade is selling Bank of America and buying Block. The argument here is that traditional banks still carry the enormous cost of physical branches, large workforces, and outdated technology systems. Meanwhile, Block, Square, and Cash App platforms allow businesses and consumers to manage mo…
His third trade is selling Bank of America and buying Block.
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…businesses and consumers to manage more of their financial lives digitally. Fry believes younger consumers are gradually replacing traditional banks with financial applications, potentially giving Block a much longer runway for growth. But the most important recommendation in the entire presentation is his decision to sell Nvidia and replace it with a much less obvious AI infrastructure company. And that example perfectly captures his overall strategy. Rather than buying the most famous company at the center of a major trend, Fry wants to find the overlooked business supplying the technology or infrastructure that makes that trend…
the most important recommendation in the entire presentation is his decision to sell Nvidia and replace it with a much less obvious AI infrastructure company.
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…ers are doing. Lastly, there is customer concentration. Relying so heavily on a few massive clients like Apple and Meta is great when they are buying, but it gives those tech giants immense negotiating leverage and pricing power over time. My final verdict on Corning is a borderline buy. I really like the company's long-term position. Corning supplies the fiber, cables, and connectivity products needed to link together massive AI data centers, and demand is already showing up in the numbers. Its optical communication sales…
My final verdict on Corning is a borderline buy.
Transcription Complète
Nvidia has become the face of the AI boom, but one well-known investor believes another company could be an even bigger long-term winner. The company doesn't make AI chips. It makes a critical piece of infrastructure that allows thousands of servers inside AI data centers to communicate. The only problem is the investor wants you to pay for the stock pick, but I figured it out and reveal it in this video for free. Before we do anything, let's examine Fry's recent track record to see how good he is. He recommended three stocks in June 2023, and the first was Alphabet. It has tripled since. The second was Intel, and it was a bad pick for years, but if you held, you're up several hundred percent. Amazon was the last of the bunch, and it has doubled. In December 2025, he recommended three more stocks, and the first was Dutch Bros. It's up a little. Yeti was the second stock, and this one is up a tiny bit as well. Royalty Pharma was the last stock, and it's up a good amount for 7 months. Now, let's do a quick overview of this hour-long presentation and look at Fry's investing thesis. We'll look at the clues for the stock being pitched after. Eric Fry's presentation is built around a very simple idea. A good company is not always the best stock to own. Investing is not just about finding companies that will survive or continue growing. It is about deciding where your money has the best chance of producing the strongest return from this point forward. Fry argues that many investors become attached to the biggest and most popular companies in the market. They assume that because stocks like Amazon, Tesla, and Nvidia dominated the last decade, they will automatically deliver the best returns over the next decade. But Fry believes that can be a dangerous assumption. As companies become larger, it becomes increasingly difficult for them to maintain the same growth rates that made them successful in the first place. They may also face more competition, higher valuations, shrinking profit margins, and customers attempting to develop competing technology of their own. That is where Fry's sell this, buy that strategy comes in. Instead of simply giving investors a list of stocks to buy, he creates pairs. He identifies one popular company that he believes now offers an unfavorable risk-to-reward profile. Then he replaces it with a smaller or less followed company that benefits from the same major trend, but may have considerably more room to grow. His first example is Amazon. Fry is not arguing that Amazon is going out of business. Instead, he believes tariffs, its exposure to products imported from China and the enormous amount of money it is spending on artificial intelligence could pressure future profits. His replacement is Coupang, ticker CPG. Coupang is often called the Amazon of South Korea. It operates a massive e-commerce and delivery network, generates tens of billions of dollars in annual revenue, and could have substantially more room to expand than Amazon. His second pair is Tesla and Symbotic. Fry believes Tesla's electric vehicle business is facing increasingly powerful competition, while its Optimus humanoid robot remains largely unproven. There may eventually be enormous demand for humanoid robots, but Fry argues that businesses need practical automation solutions today. That is why he prefers Symbotic, ticker SYM. Symbotic builds AI-powered warehouse automation systems that are already being installed for major customers. Its robots are designed specifically to move products around warehouses and distribution centers quickly and efficiently. In other words, Tesla is promising a robotics revolution in the future, while Symbotic is already generating revenue from automation today. His third trade is selling Bank of America and buying Block. The argument here is that traditional banks still carry the enormous cost of physical branches, large workforces, and outdated technology systems. Meanwhile, Block, Square, and Cash App platforms allow businesses and consumers to manage more of their financial lives digitally. Fry believes younger consumers are gradually replacing traditional banks with financial applications, potentially giving Block a much longer runway for growth. But the most important recommendation in the entire presentation is his decision to sell Nvidia and replace it with a much less obvious AI infrastructure company. And that example perfectly captures his overall strategy. Rather than buying the most famous company at the center of a major trend, Fry wants to find the overlooked business supplying the technology or infrastructure that makes that trend possible. The strategy is not necessarily based on Amazon, Tesla, Bank of America, or Nvidia completely failing. It is based on opportunity cost. Every dollar invested in a stock producing average returns is a dollar that cannot be invested in a company with significantly greater upside. So, the question Fry wants investors to ask is not simply, "Is this a good company?" The better question is, "Is this still the best possible place for my money?" Fry believes some of the largest opportunities may no longer be found in the companies everyone already knows and owns. Instead, they could be hiding in the smaller, less obvious businesses quietly powering the next stage of growth. And Fry believes he has found one of those businesses hiding directly behind the artificial intelligence boom. So, next, let's examine the clues and determine which company he is actually teasing as his replacement for Nvidia. Now, let's look at the clues for the company Fry claims is better buy than Nvidia. It is an optical fiber company. Its fiber is used to help AI servers communicate with each other. AI data centers need far more fiber than traditional data centers. The company supposedly invented optical fiber around 50 years ago. It has been building internet infrastructure for decades. A Wall Street analyst said it has basically monopolized fiber used for AI applications. It manufactures in the United States. Its US manufacturing footprint includes North Carolina and Arizona. It is building a nearly $1 billion factory in Saginaw County, Michigan. Apple allegedly committed $2.5 billion to the company for American-made hardware used in future iPhones and Apple Watches. The company has also worked with QuantumScape. It recently signed a deal with Broadcom technology that moves data as light signals through an AI network. I'm going to reveal the stock in about 10 seconds. But before I do, I want to remind you to click the link in the description to get my free guide on the top 10 stocks to buy and hold after you're done watching. These are stocks that offer both growth and safety and ones I believe all investors should own. To understand if Corning is a good investment, we have to understand how they make money. This is not a software company. This is a 175-year-old material science giant. They made the glass for Thomas Edison's light bulbs. They invented Pyrex. And in 1970, they invented the low-loss optical fiber that essentially makes the modern internet possible. Today, their business is broken down into five main segments. The biggest and the one driving the current hype is optical communications. This makes up roughly 38% of their revenue. This is the fiber optic cable they sell to telecom companies and increasingly to hyperscalers like Meta, Microsoft, and Google for their data centers. Next is display technologies at about 23% of revenue. This is the precision glass used in LCD and OLED televisions and computer monitors. It is a massive cash cow, but it is heavily tied to consumer spending. Then we have specialty materials, sitting around 14% of revenue. This is the famous Gorilla Glass. If you have an iPhone, an iPad, or a smart watch, you are likely touching Corning's product. Apple is a massive partner here. The rest of the company is split between automotive and environmental glass. Think digital dashboards and emissions control systems. And their life sciences and emerging businesses, which includes laboratory equipment and a very ambitious new push into manufacturing solar wafers. What makes Corning special is their economic moat. They operate as a near monopoly or duopoly in several of these markets. The capital required to build these glass foundries, combined with decades of proprietary, highly guarded manufacturing secrets, makes it incredibly difficult for a new competitor to just show up and steal market share. So, the business model is strong, but how do the actual numbers look? Financially, 2025 was a phenomenal year for Corning. Their core sales grew 13% to $16.4 billion, and their core earnings per share jumped an impressive 29%. What investors really loved was the margin expansion. As they sold more high margin fiber for AI data centers, their core operating margins expanded by 390 basis points, pushing past 20%. Furthermore, their free cash flow nearly doubled year-over-year to $1.7 billion. Management is exuding confidence. They are currently executing a growth strategy they call the springboard plan. Recently, they actually upgraded their targets for this plan, telling Wall Street they now expect to add $11 billion in incremental annualized sales by the end of 2028. For income investors, Corning has historically been a very reliable dividend payer. They have a solid track record of stock buybacks and dividend growth. Though because the stock price has run up so high, the actual dividend yield has compressed. And that brings us to the valuation. Growth is great, but price matters. Because of the massive run up over the last year, Corning is currently trading at a forward price to earnings ratio in the high 60s to 80s, depending on the exact forward estimates you use. That is a massive, massive premium compared to its historical average. Let's look at the bull case. Why are people willing to pay that premium? It comes down to the AI infrastructure supercycle. Generative AI does not just require more computing power, it requires vastly more connectivity. The clusters of GPUs inside these data centers need to talk to each other at light speed, which requires incredibly dense high-performance fiber optic networks. Corning is arguably the only supplier capable of meeting the scale and technical demands of the biggest tech companies in the world. That $6 billion agreement with Meta is the proof of concept, and it isn't just Meta. In their Q1 2026 earnings, Corning announced they had finalized two more long-term agreements with hyperscale customers that are similar in size and duration to the Meta deal. The bull case argues that this is a structural decade-long shift. As the optical segment becomes a larger piece of the overall revenue pie, the company's operating leverage will continue to kick in. Margins will expand, free cash flow will surge, and Corning will prove that it can translate the hype of artificial intelligence into cold hard cash. But there is a bear case, and it is a strong one. First and foremost is that valuation. When you trade at 80 times earnings, you are priced for absolute perfection. Any slight misstep, any delay, or any hint of slowing growth will be punished severely by the market. We just saw this happen. Despite beating Q1 2026 earnings, the stock dropped 10% because their guidance for Q2 came in slightly softer than Wall Street wanted. Part of that soft guidance was due to a stumble in their new solar business. Corning is trying to build a massive solar wafer manufacturing facility, but they admitted the ramp-up is running behind schedule. They had to announce an extended maintenance shutdown to fix the issues, which is going to add $30 in unexpected cost to their second quarter. To the bears, this proves that execution risk is very real when expanding into new highly competitive markets. Furthermore, we cannot forget the legacy business. While AI fiber is booming, display glass and specialty materials are highly cyclical. People do not buy new TVs and new iPhones every year, especially if the economy tightens. Furthermore, they face constant commoditization pressure and pricing wars from Asian glass competitors like AGC. If consumer electronics spending slows down, it will drag on Corning's total revenue, regardless of what the AI data centers are doing. Lastly, there is customer concentration. Relying so heavily on a few massive clients like Apple and Meta is great when they are buying, but it gives those tech giants immense negotiating leverage and pricing power over time. My final verdict on Corning is a borderline buy. I really like the company's long-term position. Corning supplies the fiber, cables, and connectivity products needed to link together massive AI data centers, and demand is already showing up in the numbers. Its optical communication sales jumped 36% year-over-year last quarter, while profits in that segment nearly doubled. The company also has a major $2.5 billion commitment from Apple, and its new multi-billion dollar agreement with Amazon provides even more evidence that Corning is becoming a critical supplier behind the AI infrastructure boom. However, the stock has already had a massive run, and investors are now paying a much higher price for that growth. So, I wouldn't aggressively chase Corning at its current valuation. I think it offers good long-term value, but waiting for a meaningful pullback or slowly building a small position could be the smarter move. That's why Corning is a borderline buy for me. Before you go, don't forget to grab my free report. The 10 stocks I believe you can buy today and hold forever. It's packed with solid long-term picks you won't hear hyped up anywhere else. Just click the link in the description, enter your email, and I'll send it straight to you. And if you like AI infrastructure stock picks, check out this one from Louis Navellier. I reveal his latest pick, and I think it's a good buy.
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