What I learned from CEOs of Apple and Corning convinced me of 3 things

Sometimes I think it's a data center and then there's everything else. If your business is not connected to the data center, the premium stock will not receive multiple multiple. If so, the sky is the border. We know that there are basically moments when the data center is dispersed. In the Deepseek incident, we saw that the launch of Deepseek-R1 in January. The group had a March Swoon, who foresees the "Day of Liberation" at the beginning of April, called President Donald Trump's mutual tariffs. When Amazon looked like he had quitting spending, we had a decline in the group. There has been more than one decline on the impossibility of expenditures that are too large to continue. And then, take care of the last few quarters "Nvidia's best days behind". Each of them brought a wrath, and the hell selling so much in a viciously brought a boiling that the sellers, buyers, crush the stocks as they feel willing to pour under the places where they sell. Almost every time they create the imbalances of the analysts who jump from the data train and the amine choir. The whole rap seemed to be hanging by a yarn. But then, you have a complete charge like Oracle last week, and it was incredible to see how striking the bears could be. 1. Data Center explodes, I had a great data center believer, as you know, but I had no idea how strong the theme could be when Oracle received all the promotion as Oracle could do. Of course, doubts appeared on the second day, when we see that performance obligations of $ 455 billion with a trumped $ 300 billion are Openai. RPO is contracted but not yet financially recognized. Considering that the Oracle Cloud infrastructure revenue was only 10.2 billion dollars as of the financial year of the 2025 financial year, it was a little faith splashing. However, Openai continues to be a magical name in Wall Street, and you can see where it can be opened to the public in a market value of approximately one trillion-dollar market-enthusiasm, enthusiasm so big-and then believes that money will be there. All amazing, almost like David Blaine, because two weeks ago, the bears were walking around a story that Oracle could never collect enough money to build what they wanted, ten times, now the intermittent thing. Now, Openai, who needs help as AI expands, will be the names of Openai, plus Tiktok parent Bayta and other hyper -scale - this big home technology names. It is difficult to find a word to describe the effect on the complex after Oracle News. It is spreading from Vertiv, my favorite to Eaton and Broadcom, to his arm, which needs charging and resuscitation, and to unsuccessful Nvidia. Torrent? Firehose? Tsunami. Choose them. For the group that spilled from heaven, the money knows that Adobe and Salesforce can only provide too much streams and streams, not the edges, not the edges, not the edges, not the edges. He felt the margin purchase in the game-and of course, two-layer option garbage everywhere played a role. At the end of the week, most of the graphics were paraboolic managed by unexpected micron, AI is limited to the really high bandwidth memory (HDM), because the rest of the product deprived the rest of Retinue. Drama is strong, but has a low -storey low margin. Drama means dynamic random access memory. Analysts, as usual, even if they were completely focused on the federal reserve, even if they missed the trees for the claim of bilateral thought, even if they had a lot of money we had to tell the members that we would get some profits in Broadcom, because the position was too big. A high quality problem. Fed? For loops and home builders, take your eyes out of the Technology/Growth Award. Central bankers are gathered this week and are expected to reduce their interest rates by 25 basis points-and perhaps 75 basis points by the end of the year. One thing is certain: AI data center is much more than a "strong secular trend". Kentucky, due to some insights I gathered in Harrodsburg last week Corning CEO Wendell Weeks and Apple CEO Tim Cook with Tim Cook. He said that the AI was a mobility to the state of the apple, but I would like to have a warm-up. At the time of the important people who have a foot of the important people who leave the Apple AI, they can be closed to the most of them. There is a feeling that Samsung will lose, because the trading value of the previous iPhone models will continue to grow. And I would like to see that the last regional court's decision to continue to pay for all AI Chatbots. As I said to Cook, "do not exchange IT," something that makes CEO right proudly grin When this happens, whoever receives the business will have more data center demands than they can meet and the spread will benefit Oracle. I can't say that Google is Shoo-in Chatbot Gemini because I don't think Apple can say yet. I just say that the price of Apple's more than a year will look very different after a year. I see more than one expansion in front of us, many. However, in Harrodsburg - a remarkable success that should be noted even by the suspicions in the White House, which will be made soon for the Apple Watch and iPhone, will be noted in the White House. Data Center Game Corning. And the stock may be the best way to play the data center for the time being, even if it has risen from a $ 39 "Liberation Day" per share, which has the last 22 points of paraboolic nature. What's going on? There is a large campus renewal with a carrier expenditure that should benefit delayed Cisco systems. It was thought to be a great spur. However, the virtual monopoly in the fiber connection between Nvidia's Blackwell and Corning's Vera Rubin. This is terrible and as they say, "Not in numbers." 3. Corning has buried opportunities to put the apple glass into a side show. Incredible, such a contract may have a side show, but another quarter, which develops in the AI data center, which needs ten times the fiber of the non -data center, is another world. Analysts had to go to Gaga, but it is covered with a real imitation of a community because of the hybrid nature of Corning's work, which includes a wafer work sold for the Sun and a solid liquid crystal screen (LCD), where the world is the leader of the world. Just say that you can stack Corning as worthy of competitors next to Veritiv, and you won't go wrong with both. All you do is to kick yourself when you think about what you do, because you have the idea that the data center is perhaps much superior to all other themes that you waste your time with a capital one or Abbott laboratories, and you destroy the capital with Bristol Myers. I love aviation and space theme, and it has the power to stay tons of tons. However, you can say that it may be dangerous to buy Boeing at a discount. Now, I've seen so many things that I had to restrict myself. Currently, Bruiser Nvidia chips were made with miles of copper. They burn very warmly and use a lot of power. Corning now has enough work with Nvidia, but if Nvidia can turn from copper to glass, there may be ten -fold increase. I know I don't think it is possible, but it's a stupid analyst's consensus. From Cook, one of the most exciting reasons for upgrading your iPhone is a double front -back camera that can put you in a picture, and most importantly, a miraculous camera setting to avoid being left out of a selfie. I have no idea how it works, but I know from our selfies. Final Code: These two companies are hero. Both can spend big years. Still, only one Corning is now known. Remarkable. (Jim Cramer's philanthropist trust is long amzn, nvda, etn, avgo, Crm. If you have talked about the trade warning, there is no confidence or a particular result of the investment club for the conditions and the conditions of the above.