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Endpoint (paste into an MCP client — anonymous, free, no key)

https://mcp.koalcheck.com/mcp

Or copy this and send it to your AI to set it up:

Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

Capabilities User guide

$GLW

BEARISH2026-06-29

Price around the call

↓ 2026-06-29

By horizonMaturing · ~1 trading days to go

1d

✓ -13.5%

5d

✓ -27.8%

21d

…

Original post

旺牛牛仔 · 2026-06-29

为什么要买康宁 $GLW： 1. 英伟达签了多年期合作，让康宁美国光连接产能扩产10倍，光纤扩产50%。 2. 黄仁勋自己拿了1500万股认股权证，入股价190美元。老黄用自己的钱投票了。 3. Meta签了60亿美元多年期光纤协议。英伟达、Meta，两大巨头同时锁定康宁 $GLW 的产能。 4. Q1光通信收入+36%，利润+93%。 5. 管理层路线图：2026年底200亿营收，2028年300亿，2030年400亿。光子平台单独目标100亿。 6. 玻璃基板是真正的杀手锏。AI芯片功耗逼近1000瓦，传统ABF基板散热顶不住了，玻璃基板是唯一解。芯片越堆越厚，HBM越叠越高，玻璃基板从可选变成必选。 7. 未来康宁的产量可能直接决定英伟达的出货量。康宁不扩产，英伟达下一代芯片就没法迭代。 8. CPO光互联，别人在ABF板上做，康宁直接做进玻璃里，降维打击。 9. 康宁的未来市值 = 现在ABF载板市值 + COHR、LITE这些CPO公司市值总和。 10. 现在市值900亿。2030年如果做到400亿营收，20倍PS就是8000亿，25倍就是万亿。 11. 英伟达10倍扩产时间表2028年完成。两年赌一个10倍，赔率非常划算。