Mentioned On
Episode Mentions
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“Glass and materials company competing with Amphenol for data center infrastructure demand”
Marketplace · May 8, 2026
Who's getting those tariff refunds?
“Planning 10x expansion of U.S. fiber optic production capacity with NVIDIA funding for AI industry”
Daily Tech Headlines · May 8, 2026
Apple Actively Testing AirPods with Cameras - DTH
“Pledging 50% capacity increase in fiber production with new facilities in North Carolina and Texas, creating 3,000+ jobs”
All TWiT.tv Shows (Audio) · May 7, 2026
Intelligent Machines 869: My Sentience is Going Up
“Fiber optics manufacturer; received $500M NVIDIA investment for fiber expansion to support data centers”
Daily Tech News Show · May 6, 2026
Love for eReaders, Hate for Browsers - DTNS 5263
“Announced three new U.S. manufacturing plants dedicated to fiber optics production for NVIDIA”
Bloomberg Tech · May 6, 2026
AMD Soars on Blockbuster AI-Fueled Forecast
“Up 14% after NVIDIA commits to purchasing up to $500M in optical fiber shares for AI infrastructure”
Tech Brew Ride Home · May 6, 2026
Even 175-year-old Companies Can Join The AI Boom
“175-year-old company pivoting to AI infrastructure through optical fiber manufacturing; stock up 250% in one year; partnering with NVIDIA and Meta”
Wall Street Breakfast · May 6, 2026
Soda & chips: McDonald's and AMD in focus
“Holding investor and analyst event at NYSE as scheduled catalyst”
Vital Dawn · May 6, 2026
Vital Dawn Podcast for Wednesday May 6
“Hosting analyst meeting on May 6 at 9 a.m.”
Mad Money w/ Jim Cramer · May 5, 2026
Mad Money w/ Jim Cramer 5/5/26
“Fiber optic connectivity provider for data center infrastructure”
Wall Street Breakfast · Apr 28, 2026
UAE exits OPEC
“Shares lower after guiding Q2 sales below analyst estimates at $4 billion versus $4.67 billion consensus”
Mad Money w/ Jim Cramer · Apr 24, 2026
Mad Money w/ Jim Cramer 4/24/26
“Fiber optic supplier for data centers; benefits from shift from copper to fiber infrastructure in AI buildout”
Prof G Markets · Apr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
“Cables and infrastructure company benefiting from data center buildout; part of Halo trade”
PBS News Hour - Full Show · Apr 10, 2026
Will more Americans embrace renewable energy after the latest oil price surge?
“Glass and materials company scaling silicon wafer production for renewable energy sector”
Better Offline · Jan 29, 2026
AI Is Worse Than The Dot Com Bubble: Part Three
“Dot-com comparison: fiber optic cable supplier, $7.1B revenue in 2000, collapsed to $6.27B with $5.5B loss by 2001”
TBPN · Jan 28, 2026
Clawdbot’s name change, Meta’s new pricing plan, Tyler’s 21st birthday | Diet TBPN
TBPN · Jan 27, 2026
Clawdbot Creator Peter Steinberger Joins, Meta's Premium Subscription Plans | Jamie Cuffe, Ben Lerer, Lucas Atkins, Bridgit Mendler, Jeff Miller, Aaron Frank
The Compound and Friends · Jan 6, 2026
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
“Legacy materials company benefiting from AI infrastructure buildout; discussed as stock of youth experiencing resurgence”