$XFAB
X Fab Silicon Foundries EVHow his view evolved
Every substantive take he's posted on $XFAB, newest first — each labelled with the stance he expressed at the time.
- Jun 15, 2026Bullishconviction 3/4
@JSCC2020Lee Yep, $NVTS, $POWI, $ON, $WOLF, $AOSL $XFAB, and others with power semi exposure probably get a bump from q3 pull forward. (disclosure have exposure to xfab + navitas)
View on X → - Jun 12, 2026Bullish
@RyanU_1F42B $IQE, $XFAB, and others are just not really well known but they're both critical to western supply chains. Probably a long way to go imo
View on X → - Jun 11, 2026Bullishconviction 3/4
Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations. It takes time... Like October 2026, should finish up development. Then 2027 production scaled into 2028 (mass https://t.co/aOgpUfnBhO https://t.co/OH9w6XDwYF
View on X → - Jun 10, 2026Bullish
@aphexinvests I’d expect $SOI, $XFAB, $IQE and others in the European supply chain to play follow the leader and recover as well. Everything got sold off with photonics / power semis recently.
View on X → - Jun 9, 2026Bullishconviction 3/4
@jim29223471 Can’t give advice on what you should do. But personally I think $XFAB valuations are a joke at $1.45B MC if they’re leading Europe’s silicon photonics supply chain efforts.
View on X → - Jun 8, 2026Bullish
@SebastianS79509 $XFAB is European... I really like it, just markets are sleeping on it.
View on X → - Jun 6, 2026Bullishconviction 3/4
@asianinvestors Uhh, $XFAB de-risked foundry. Compelling upside from CPO if they make things work in H2 2027/2028? I call this frontrunning institutions... since it's a massive guessing game few months ahead of normal repricing. Cause it's a lot of customer/document mapping + timeline https://t.co/zMQArCbTyY
View on X → - Jun 5, 2026Bullishconviction 3/4
@Jornka329996 Are you high, I posted about $XFAB this week. Their silicon photonics platform with $NVDA and $NOK scales h2 2027 / 2028. I think it’s a heavily derisked precommercial long that looks like the next $TSEM. With upside from SiC/GaN. Just needs time.
View on X → - Jun 3, 2026Bullishconviction 3/4
The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for warrants > $XFAB: $1.7B MC ->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT -> Below replacement P/B value ->
View on X → - Jun 3, 2026Bullish
@aphexinvests So $SOI and $NOK are already more established. I looked into it deeper, and the proposals were focused around 30-500M funding and revenue incentives, to bridge the pre-volume production players to HVM. $SIVE / $XFAB map to policy incentives better, but wouldn't be surprised
View on X → - Jun 3, 2026Bullish
Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to prioritize photonics. Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation. This proposes sovereign backing https://t.co/WWBlo5o1tL
View on X → - Jun 2, 2026Bullishconviction 3/4
@StocksAREnuts Yeah I’m up like 250% on $SOI, I’m surprised markets missed the at one… Also quite surprised about $XFAB valuations given they seem to be leading Europe’s photonics supply chain development…
View on X → - Jun 2, 2026Bullishconviction 3/4
Tbh $XFAB lowkey reminds me of early $TSEM. Just sub <$2B MC. You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB) While getting CHIPS act/Gov grants to subsidize capex. While leading the
View on X → - Jun 1, 2026Bullish
A special thank you to the only European stock green today: $IQE. Up to $54, from when I went long at $12-13, 4 months ago. Unfortunately lot of volatility with the other ones from $LPK, $SOI, $XFAB, and $ALRIB. https://t.co/FysZyHk5OK https://t.co/rRCORshRmj
View on X → - Jun 1, 2026Bullish
@MatteoDeDycker From what I’ve seen, cyclical slump 2025. $XFAB was already dragged down, since it’s close to P/B value and lower than actual cost of asset replacement value from personal est. For Melexis, it’s also a guess we’re near the bottom of automotive cycle for legacy drag kinda like https://t.co/qDjspQB3yd
View on X → - Jun 1, 2026Bullish
Just some mobile shower thoughts around $XFAB and train of thought: 1. 800vdc $NVDA push look for GaN/SiC players / power semis. 2. $NVTS and other fabless/fab-lite beneficiaries of $NVDA push probably use foundry models 3. care more about Western supply chains over Asia, https://t.co/YAaZeM7lNA
View on X → - May 30, 2026Bullish
Very grateful for the objective coverage in De Tijd! It’s cool to see my work in Belgium's top newspaper. Also very refreshing to see a journalist cover $AAOI, $XFAB, $MRVL Celestial, and the nuances behind my supply chain thesis in CPO + Photonics. Ty KLismont for the photo. https://t.co/1GdLxJHAsN https://t.co/WRqYKqNTxh
View on X → - May 28, 2026Bullish
@reedy1991 I mean all my European longs from $SOI, $IQE, $RPI, $SIVE, $ALRIB followed this trend if we just look at chart. Long term they’ve all ended up directionally right, and now they’re all up hundreds of percent. I don’t control or trade volatility with $XFAB, but interested in
View on X → - May 28, 2026Bullishconviction 3/4
I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were the only high volume SiC foundry in America. Making them extremely “critical infrastructure”… Verbatim from the US Gov. And they’re the first comprehensive https://t.co/4OGXctOv5h
View on X → - May 28, 2026Bullishconviction 3/4
Appreciate the more neutral coverage by Reuters and Bloomberg on $XFAB today. Although it would be nicer to focus more on the structural thesis presented… Around 800 vdc power semis $NVDA exposure + with ongoing $NVDA / $NOK evaluations for photonics. And around CHIPS Act https://t.co/EXH09mhj76 https://t.co/fMY2dKu1v5
View on X → - May 27, 2026Bullishconviction 3/4
Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low https://t.co/vj9FyoDeHO
View on X → - May 27, 2026Bullish
@MalteAnkan20 $XFAB is more tethered to power semis growth. With silicon photonics upside optionality depending on how $NVDA / $NOK evaluations go
View on X → - May 27, 2026Bullishconviction 3/4
Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2. Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql https://t.co/bnDNaTMnOz
View on X → - May 27, 2026Bullishconviction 3/4
Yeah would not be surprised to see $SIVE, $SOI, $IQE, and $XFAB funding with EU Chips Act 2. Glad to all my longs there listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/FEGGN83avF https://t.co/bnDNaTMnOz
View on X → - May 27, 2026Bullish
@DisruptivePoltx Yeah they have close relationships with $IQE, $SOI and my other longs. Was familiar with a lot of the private photonics companies working with $XFAB so liked it a bit more.
View on X → - May 27, 2026Bullishconviction 3/4
@TheRomanTrader Yep, there’s a lot of interesting things going on with $XFAB in terms of European’s photonics ecosystem and existing gov funding. Basically power semi exposure, for primary revenue growth, and silicon photonics in EU ecosystem as extra. Regardless I like the idea of https://t.co/Dm1pGmPq9p
View on X → - May 27, 2026Bullishconviction 3/4
$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO https://t.co/AZFFLbQk8O
View on X →