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NVIDIA just bought $500 million of a glass company. Here's why.

Three new U.S. factories. 3,000 jobs. And a stock chart that doesn't quit.

AMERICANMADE

Did You See What Trump Hinted At?

If you had followed Nancy Pelosi's stock picks for the last few years, you'd have outperformed the market by over 40%.

In 2024 alone, her portfolio gained 71% while the market returned just 28%.

In 2023, she earned 65% returns while the S&P 500 gained only 24%.

That's what happens when you have access to information the rest of us don't.

It's pretty clear to anyone with eyes that there's a big club of "insiders" trading ahead of everyday Americans.

Congressional leaders outperform rank-and-file lawmakers by up to 47% per year, according to researchers.

The game is rigged. It always has been.

But here's what most Americans have no idea about: The latest insider opportunity is happening right now.

And it's bigger than any stock trade Pelosi has ever made.

Buried within Trump's plans is a new strategy on gold. One that hasn't been used in the last 100 years.

Gold revaluation.

The U.S. government still carries 8,133 tonnes of gold on its books at $42.22 per ounce - a price frozen since 1973.

Trump has the legal authority to correct this error with a single executive order.

When he does, it will be the greatest wealth transfer in modern history.

And just like with Pelosi's stock trades, the insiders are already positioning themselves.

This new guide reveals how everyday Americans can position themselves alongside the insiders.

It's called The Great Gold Reset.

CLAIM YOUR FREE GREAT GOLD RESET REPORT

In 1879, a young inventor named Thomas Edison walked into a glass shop in Corning, New York. He needed a special bulb for his new lightbulb. Nobody else could make it.

Corning said yes. They made the glass. And they’ve been making things nobody else can make ever since.

That was 147 years ago. Today, Corning (NYSE: GLW) is the most important American manufacturer you’ve probably never thought about. The fiber optic cables that carry the internet? Corning invented that technology in 1970. The tough glass on your iPhone screen? That’s Corning’s Gorilla Glass. The glass in your TV? Corning.

And right now, this 175-year-old company is having the best year of its life.

Here’s what changed. AI needs data centers. Data centers need fiber optic cable. Lots of it. NVIDIA CEO Jensen Huang called it the biggest infrastructure buildout of our time.

And Corning makes more fiber optic cable than anyone on Earth.

On May 6, NVIDIA and Corning announced a deal that shook the market. NVIDIA took a $500 million stake in Corning. In return, Corning will build three new factories in North Carolina and Texas, expand its U.S. fiber production by more than 50%, and boost optical connectivity capacity tenfold.

That means 3,000+ new American jobs. All high-paying. All in manufacturing.

The stock jumped 10% the day the deal hit. It set a new all-time high above $200. Over the past 12 months, GLW has climbed more than 300%. Think about that. A company founded before the Civil War — outrunning almost every tech stock on the board.

The numbers tell the story. First-quarter 2026 sales hit $4.35 billion — up 18% from a year ago. Earnings per share grew 30%. The Optical Communications segment alone surged 36%.

And the pipeline keeps getting fatter. Two more hyperscale customers signed long-term deals. Those are similar in size to the $6 billion agreement Corning already has with Meta. Management now sees a path to $20 billion in annual revenue by the end of this year. The stretch target? $40 billion by 2030. Let that sink in.

Corning isn’t just riding the AI wave. It’s also expanding into solar. Its Hemlock Semiconductor unit makes polysilicon wafers — and solar sales jumped 80% last quarter. That’s two massive tailwinds at once: AI and clean energy. Both need American glass.

Corning’s largest fiber plant sits in Wilmington, North Carolina — the same facility it opened in 1979 as the world’s first optical fiber factory. Its headquarters haven’t moved from Corning, New York since 1868.

The company employs roughly 67,000 people. It invests about 10% of revenue back into R&D every year. Some companies talk about innovation. Corning has been doing it for 175 years.

The bull case is simple. Every AI data center needs miles of fiber optic cable. Corning is the dominant supplier. And it just locked in its biggest customer — NVIDIA — as both a partner and a shareholder.

The risk? Valuation. At a P/E near 97, this stock is priced for perfection. Any slowdown in AI spending could hit it hard. But the company has been beating estimates for eight straight quarters. And those multiyear deals with Meta and other hyperscalers give it real earnings visibility.

Here’s what I like most. Corning isn’t a startup hoping to make it. It’s a 175-year-old American company that keeps reinventing itself — from lightbulbs to fiber optics to Gorilla Glass to AI infrastructure. Every era needs a new kind of glass. And every time, Corning figures out how to make it. That’s the kind of company that rewards patient investors.

This issue is for informational purposes only and does not constitute financial advice. Always do your own research before you invest.

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