$GFS
Globalfoundries IncHow his view evolved
Every substantive take he's posted on $GFS, newest first — each labelled with the stance he expressed at the time.
- Jun 9, 2026Bullish
@TalentActivity I do really like $GFS, $JBL, and others tied with $SIVE. They’re all just kinda large by now, and less chance to triple. If I were running a hedge fund I’d pick up Jabil, it I’m personally maximizing returns + don’t like options on higher IV equities.
View on X → - Jun 2, 2026Bullishconviction 3/4
@wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet. It’s probably more fundamentally groundbreaking than $SIVE + $JBL. As $AVGO, $MRVL, $NVDA or anyone who goes through GFS silicon photonics has $SIVE embedded in the reference as default.
View on X → - Jun 2, 2026Bullishconviction 3/4
@StormDirac “Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform.” Woah that’s structurally massive news with $SIVE and $GFS.
View on X → - May 4, 2026Bullishconviction 3/4
Yes, markets might have missed this with $SIVE + $GFS SCALE. The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indicator for Sivers. Whenever semis like $AMD (using $GFS for CPO), builds their optical solutions https://t.co/uV9b2c1Wbv https://t.co/u8ssnYdrhi
View on X → - May 3, 2026Bullish
@Leon8995385220 $SIVE likely locked up allocation agreements with Win Semi to scale. And works with $GFS. Which is why I'm long on them both, easy to scale as fabless, kinda like $NVDA + $TSM.
View on X → - Apr 21, 2026Bullishconviction 3/4
The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE. With the news, it's likely $SIVE lasers power $AMD's CPO program. Either through two potential paths: 1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at https://t.co/llyuUBcFwR
View on X → - Apr 20, 2026Bullish
@beard219 It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $AMD ). Alongside $NVDA investing into CPO everywhere. I just timed my long after OFC but did not expect all
View on X → - Apr 20, 2026Bullishconviction 3/4
What a crazy timeline? Today, $AMD announced it's pushing into CPO and collaborating with $GFS. This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source. And... guess who are the two public laser suppliers in the GlobalFoundries CPO https://t.co/prOl6zPkAA https://t.co/KxtzmywkZH
View on X → - Apr 20, 2026Bullish
Did $GFS give the first direct confirmation about $SIVE... As the laser supplier for their CPO / photonics ecosystem? This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial. You get a hint of the other major players here: - $FN / https://t.co/qn6X8wKSXz
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