Reddit Posts
GlobalFoundries $GFS Signs LOI with the U.S. Department of Commerce for a $300M Award to Accelerate U.S. Silicon Photonics
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
3D Systems DDD might profit from its CEO’s White House meeting
3D Systems DDD might profit from its CEO’s White House meeting
Pre-Market Gainers and Losers for Today (May 27, 2026) 📈 📉
Pre-Market Gainers and Losers for Today (May 21, 2026) 📈 📉
GlobalFoundries +15% and IBM +6% premarket after U.S. quantum computing awards. IBM gets $1B and GFS gets $375M
GlobalFoundries +15% and IBM +6% premarket after U.S. quantum computing awards. IBM gets $1B and GFS gets $375M
GlobalFoundries $GFS has 101.25% Institutional Ownerships with 11.66% of the float short.
GlobalFoundries $GFS has 101.20% of it's shares owned by Institutions, with over 18% of it's float Shorted.
$SKYT SkyWater, Quantum Policy, and a Chart That’s Waking Up
Trump Shakes Up Chip Stocks With Tariff Plan
$ARM The London-based company currently licenses out its chip designs, but doesn’t sell its own chips. Arm’s ASIC opportunity could double the company’s earnings before interest and taxes, the analysts said, if it captures just 7% of the total addressable market.
$MRVL Marvell set its July quarter guidance at $2 billion, which is what analysts were expecting.
Stop drones from literally blowing up your portfolio
Is the semiconductor rally over?
Has anyone seriously looked at Global Foundries [$GFS]
GlobalFoundries rises as Loop Capital starts coverage with buy rating (NASDAQ:GFS)
$NUE Breakout Setup 🚀 Similar To $VET I posted last week.
My Case For Global Foundries ($GFS)
My bullish case for GlobalFoundries (GFS)
300k in XOP/CL/ZW Calls, oil to 300, wheat to 4000
Intel (INTC) Stock Falls on Morgan Stanley Downgrade to Underweight, Analyst Says 'All-or-Nothing Situation' Carries High Risk
Help building a (belated) exit strategy—semiconductor calls
Semiconductor Supercycle: Are we peaking or just starting? Crash coming?
GlobalFoundries Announces Extension of AMD Wafer Supply Agreement to Guarantee Supply
GlobalFoundries Inc Reports 1st Quarterly Earnings since IPO
Ford & GM announce new partnership with GlobalFoundries & Qualcomm (but what about Intel?)
If chip foundries are basically digital-age utilities (companies providing a basic human necessity critical for survival) why are they not being valued like super safe / regulated utilities? Is a stock like GFS undervalued and due for rerating?
Chip manufacturing has become a matter of national security; GlobalFoundries (GFS) is a Made in America story and therefore deserves scarcity premium
Mentions
I can think of a lot that could double but 10x... Maybe GFS, US gov starting to invest in them and they're just an advanced enough fab that they could get into other markets if they wanted to. Honestly wouldn't expect more than 2x within a year for it, though.
What you guys think on GFS?
Ok I like the follow through day, but being super selective about tech choices PANW/GFS/KLAC/STX All showing RSI hidden bullish divergence off the April bounce point
GFS mooning off of $300 million research grant from the gov.
Technically GFS is an American company. Though it does have foreign investors. However it's an established IDM business, and its a pure play Fab. So there would have been no conflict of interest propping it up like there is with Intel which isn't pure play.
Energy stock I like that has room to grow with earnings from a recent acquisition that should be accretive over the next few quarters = AMSC. Its acquisition added electrical transformers that are extremely short in supply with major backlogs. It also is defense related as it provides anti-magnetic signature and anti-mine properties to naval ships through use of its patented technology. It is a small company with big upside potential. (Higher risk/reward profile) Another defense, robotic, drone play I like is AMPX for its superior lightweight battery technology. If you are looking for the edge ai space, one of the better stocks that has recently pulled back some is GFS. Look at the Global Foundries Inc. website along with its subsidiary it acquired last August, MIPS.com to get a feel for what it does. This has a long runway ahead as more and more lidar/spatial sensors are used for everything from cars, to robots, to drones. GFS is the premier foundry for the neuromorphic (integrated “brains on chips”) segment.
Great write up🙏 I'm considering buying some shares and adding GFS to my portfolio. ($57 this past Friday)
My picks for Monday for swing trading, $GFS, $MKSI, $OSCR, and $TTMI just throwing some names that look good for a weekly swing
What’s the deal with GFS stock? Is it all downhill from here?
I know you’re joking, but the ironic thing is that IBM divested from their hardware business in the 2010s to inflate their shit ass stock for Warren Buffet. They sold off Thinkpad and even better they sold off their silicon business to Global Foundary($GFS). I believe they actually paid GFS to take the business. Hilarious that this company pushed the edge of AI with Watson and they could have developed specialty hardware to reduce the astronomical costs. This was easily a trillion dollar fumble. The former CEOs were dog ass. Ginni R and Sam P… I can’t remember their last names. Ginni pissed away billions of dollars trying to invent new markets in healthcare to avoid competing directly with Microsoft, Google, and Amazon. Then she bought RedHat. KEKW
\*CENTCOM - At 7:15 p.m. ET today, U.S. Central Command forces began launching the third round of strikes this week against Iran after Islamic Revolutionary Guard Corps forces blatantly attacked M/V GFS Galaxy, a Cyprus-flagged container ship transiting the Strait of Hormuz. A civilian crew member is missing and the vessel is unable to continue the journey due to an onboard fire and significant engine room damage.
Shit, if you're gonna pump SOXL least you could do is bring GFS with you. I know it's a shitty company and all, AMD's dreughs, but it could make memory.
The shiniest memory is HBM4 which can only be made on machines not many firms have (intel has EUV, but basically it's the cartel or go home for HBM4). That being said, for example, Apple is more interested in memory for its hardware so basically even GFS has the capability for DDR5 and HBM 1-3 if they decide to go that route. And, hyperscalers have even been slapping DDR4 in their shit because the most important thing for training (and general use of AI) is memory capacity, speed is nice, but you can make 3 gb of DDR5 for 1 of HBM4.
[GlobalFoundries CTO on Why the Company Abandoned the “Bleeding Edge” - IEEE Spectrum](https://spectrum.ieee.org/globalfoundries-cto-on-why-the-company-abandoned-the-bleeding-edge) >***IEEE Spectrum*****:** What are you going to do with the two EUV machines you installed? >**Gary Patton:** We’ll be working with [ASML](https://spectrum.ieee.org/tag/asml) to figure out the best use of them. A likely or possible outcome is that we end up selling those tools. The China headline doesn't seem well sourced, just accusations about ASML routing one to China through GFS that ASML denies. [Micron is the last memory maker to join the EUV party — company aims for EUV DRAM mass production in 2025 | Tom's Hardware](https://www.tomshardware.com/pc-components/dram/micron-pushes-dram-tech-with-euv-lithography-aims-for-mass-production-in-2025) >Micron has finally added advanced EUV lithography to its DRAM production nodes as its newest process node enters pilot production. Unlike its competitors, Micron was in no hurry to use EUV lithography to make DRAM, so it is the last in the industry to adopt the most advanced technology available. This year, Micron began pilot production of DRAM memory on its 1γ (1-gamma) fabrication process, which will [enter high volume manufacturing (HVM) next year](https://www.tomshardware.com/news/micron-delays-euv-ram-to-2025-lays-off-10-of-workforce). >Today, Micron's memory chip production uses process technologies that rely exclusively on DUV lithography. Basically DUV is sufficient for current memory tech.
You know what, I was partially wrong, GFS sold their EUV machines to China 6 months ago. But, making RAM does not require EUV machines, cutting edge ram is 10 nm for the most part.
I'm pretty sure GFS does not own EUV machines, just DUV.
GFS has them too, and is probably interested in getting in, they started up RRAM. I wouldn't count out intel, either, especially at these margins. TSMC is definitely not going to, though.
Think you're missing the actual problem (Market is too, but the narrative will probably echo it in the next 12 months). Micron locked in prices with its biggest customers for the next 5 years, you mentioned. Great, right? But... where is Micron's growth coming from? Are they selling more memory? Not really, production hasn't changed all that much, it's just that everyone is bidding up margins to the moon. But, they can increase capacity right? Takes a long time, but yeah they can. But they're not really. They folded in some of their excess profits for increased cap-ex, but their percentage of cap-ex spend decreased. They're not investing in their own company like they believe supply/demand will be what it is now a year or two from now. They don't want to build a stupid amount of production into an AI cap-ex drawdown. Then you have new competition. Memory used to be low margin, but it was always mid-tech, not bleeding edge, there are chip fabs that could make memory that aren't. China is already in and starting production. But fabs like GFS and Intel can get in too. Bloody fucking ocean. Who knows when this narrative will kick in though. Could be a year before it really bites.
The problem is it's not really about whether or not China wins in memory, it's just that the memory cartel has only made record earnings because of price increases, they're only investing more house money into production (capex as a percentage of revenue is actually down for MU). The reason they're not investing more in production is because they don't know if demand/supply will be the same by the time they're done making more production and don't want to be holding the bag as their margins explode. Not to mention China proves they don't have a moat, there are non-China companies that can get into memory. Intel is protyping memory modules and has plenty of underutilized production, and GFS has been playing with RRAM and might just get straight into standard memory,
Yeah, they just started ramping production there. I'd keep an eye on mid-tech fabs like GFS that are fully capable of making memory too. Reason why the mem companies were always low mult is because the margin was shit and if it wasn't shit they'd have more competition because it doesn't need anywhere near bleeding edge tech to make. Well, the margins aren't shit anymore.
How braindead is it to think that GFS might get into the DRAM/HBM game like the China semis are starting to? They're doing that RRAM thing, definitely have the expertise and processes to do it.
Quantum stocks news. These are receipents of 2 Billion grant lions share going To IBM and GFS. IBM, GFS, QBTS, RGTI, INFQ, Atom Computing, PsiQuantum (Pre IPO), Quantinuum (IPO registration process), Diraq None of these are penny stocks. INFQ probably will run. NFA. DYOR
agreed. I am also holding onto my GFS and looking at TSEM
Ok Casino I have gambled with yall, won and refuse to gambles any longer. With that, please go buy my covered calls on AVGO, GFS, AAOI, HPE, SIMO, MXL, GLW, SMTC 😄
MRAM, partnered with IBM, AVGO, AMD, DELL, GFS, STX, MCHP etc.
Didn't mess with SPCE just bought ASTS on that dip to 113 and GFS earlier
I'm thinking IBM, MRVL, NOK, GFS
Who 'forgot' to tell us about GFS?? I'm already concentrated one more won't matter!
IBM and BB A+++, GFS and and UMAC come on get your shit together X
why get girlfriends when you can get GFS
ASTS GFS and BB key bounce
A bunch of stuff I’m not invested in, but here’s some he has shared with me and keeps telling me to buy. - GCTS - SIMO - RXRX - GFS - LSCC - FLEX - MRVL (the only one of these I do have) For the record, he’s the one who told me about archer, rigetti, onds, kopn, pltr, ktos, and nbis, before I ever heard of them or seen them common on Reddit. All of those I bought and made good money on or I’m still currently holding.
Damn GFS -7% AH becaose offering
Quantum has too few commercially valuable applications (i.e. the revenue is too far out to be worth investing today). Go ask an expert in the field who is not employed at a quantum company or the current administration. What is worthwhile to invest in from this news is Global Foundries. As the high-tech foundries like TSMC focus their resources on meeting the high-end chip demand, there will be massive demand for these lower-end foundries like GFS and Texas Instruments. We already see surging demand in microcontrollers. Soon even Apple will struggle to get sufficient TSMC allocation once Nvidia, AMD, Broadcom, Google, Amazon, Microsoft, OpenAI, etc all begin offering TSMC long-term contracts for AI chips.
IBM WOLF GFS and BB so strong
WOLF IBM GFS gang LFG!!!!
I had 30 GFS $80 June calls I sold on monday....
Can’t believe I bought $GFS cause I asked ChatGPT what are some good semiconductor stocks and now I’m up 150%
IBM and GFS just keeps mooning and mooning
GFS is pumping, any news?
GFS and MRAM are partners in manufacturing; GFS also uses MRAM IP in its eMRAMs
Like INTC, government put stake in IBM and GFS we know how this story goes...
Yeah was thinking last Thursday as well. Only thing saving me right now is FCEL and ALAB, with a smidge of DRAM and STM. Getting boned on GFS. But special shout out to PDFS for royally boning me with their $200M public offering which tanked any chance of being green.
GFS and AMAT plumbing the depths of hell.
Even though Global foundries GFS is currently pumping pretty good. If you compare it to its photonic rival TSEM, then GFS is at a massive discount and GFS has a stronger tech moat. Planned tape outs with Marvell, AMD, and Broadcom. Oversubscribed and taking prepayment. Only 23% public float. Offensive lawsuit against TSEM for IP infringement. Public funding from multiple governments for their expansion. 2-3 year path to S&P 500.
Bought a bunch of $GFS hoping $AMD has monster guidance
do yourself a favor and look over the GFS numbers and call. Review the price action. This is the same thing that happened when the Marvell CEO got on the earnings call and said 'double' like 20 times and now the stock is at 170. While you can't directly compare GFS and MRVL. Because MRVL doesn't have a fab. GFS is building out the photonics platform that's driven by the OCI MSA standard with AMD, Broadcom, Nvidia, Meta, Microsoft, and OpenAI as members.
GFS is heating up. Massive volume into close. investor day on the 7th. 80+ here we go
INTC's got foundries though. That's why GFS is spiking too.
GFS up 50% MTD and no one is talking about it
Started looking at next week options plays for earnings for companies that will likely have a big swing. TTD, FLEX, COIN, GFS, SMR, SMCI, IREN, RKLB, IONQ are just some of the notable ones reporting next week that will likely have 10%+ swings in either direction
+75% / $12.5k up on my $GFS position. 🧐
I did well on $GFS, thank you.
[https://www.visualcapitalist.com/wp-content/uploads/2025/01/GFS25_OC_150-Years-of-SP500-Returns.jpg](https://www.visualcapitalist.com/wp-content/uploads/2025/01/GFS25_OC_150-Years-of-SP500-Returns.jpg)
Except there isnt only one food distributor genius. There's USFS, GFS PFG, other smaller.regional ones. They all get products from the same handful of companies
ppl use "sysco" as a catch all for any broadband foodservice distributor like USFS, PFG, GFS, who are all literal middlemen. Sysco accounts for maybe 30$ of broadline foodservice distribution. The problem is the fact that the vast majority of food is made by like 4 companies. Tyson for example makes most of the chicken tenders in this country. All the distributors sell Tyson chicken tenders. Tyson also makes the in house label chicken tenders for those self same companies. Please educate yourselves on the real problem.
Exactly. Also ppl use "sysco" as a catch all for any broadband foodservice distributor like USFS, PFG, GFS, who are all literal middlemen. The problem is the fact that the vast majority of food is made by like 4 companies. Tyson for example makes most of the chicken tenders in this country. All the distributors sell Tyson chicken tenders. Tyson also makes the in house label chicken tenders for those self same companies. Please educate yourselves on the real problem.
You Need to start thinking about the fabs in the U.S. There aren’t many and they don’t produce current iterations of AI chips, but constraints drive innovation. We have most all of the fabless chip designers that can design new chips to be produced by INTC, GFS, and the Arizona TSM fab. We have Micron for memory chips and a Samsung fab in Texas. WOLF is a domestic SiC fab. TXN has a Fab for GaN chips. SKYT is a fab that makes chips for defense applications. QUBT has a TFLN fab for photonics applications and RGTI has their own fab for quantum chips.
* South Korea sources helium, bromine from Middle East * Energy cost spike may raise chip prices, industry fears * AI data centre plans in Middle East could face setbacks SEOUL, March 5 (Reuters) - The U.S.-Israel [war with Iran](https://www.reuters.com/world/iran-war-live-israeli-strike-kills-four-lebanon-us-names-its-first-casualties-2026-03-04/) could disrupt supplies of key semiconductor manufacturing materials, a South Korean ruling party lawmaker said on Thursday, as the conflict in the Middle East entered its sixth day. South Korea's chip industry, which supplies around two-thirds of global memory chips, is also concerned that a prolonged conflict in Iran will lead to higher energy costs and prices, Kim Young-bae said after meeting with executives from companies such as Samsung Electronics [(005930.KS), opens new tab](https://www.reuters.com/markets/companies/005930.KS) and trade groups. "Officials raised a possibility that semiconductor production could be disrupted if some of these key materials cannot be sourced from the Middle East," he said at a briefing with reporters, giving [helium](https://www.reuters.com/business/energy/helium-demand-double-by-2035-tracking-chip-production-boom-report-says-2024-09-09/) as one example. Helium is essential for heat management during semiconductor production and it has no viable alternatives currently. It is only produced in a handful of countries, with Qatar among the leading players in the industry. The warnings come as chipmakers grapple with severe supply bottlenecks due to surging chip demand from AI data centre operators that has tightened supplies to many other industries, including [smartphones](https://www.reuters.com/business/media-telecom/smartphone-market-set-biggest-ever-decline-2026-memory-price-surge-idc-says-2026-02-26/), laptops and automobiles. South Korean chipmaker SK Hynix [(000660.KS), opens new tab](https://www.reuters.com/markets/companies/000660.KS) said in a statement it has "long secured diverse supply chains and sufficient inventory" of helium, "therefore there is almost no chance that the company will be affected." Samsung declined to comment. Taiwan's TSMC [(2330.TW), opens new tab](https://www.reuters.com/markets/companies/2330.TW) said in a statement that it did not anticipate any significant impact currently, and will continue monitoring the situation closely. Contract chipmaker GlobalFoundries [(GFS.O), opens new tab](https://www.reuters.com/markets/companies/GFS.O) said it is "in direct contact with suppliers, customers and partners in the region", and "mitigation plans" are in place. South Korea's industry ministry said the country relies heavily on the Middle East for 14 other items in chip supply chains, including bromine and chip inspection equipment, but that many of them can be sourced domestically or from other markets. # IMPACT ON DATA CENTRES South Korea's chip industry also warned the crisis could deal a setback to plans by big tech firms to build AI data centres in the Middle East in the longer term, thus weighing on chip demand, said Kim, the ruling party lawmaker. Amazon [(AMZN.O), opens new tab](https://www.reuters.com/markets/companies/AMZN.O) said on Monday some of its data centres in the United Arab Emirates and Bahrain were [damaged](https://www.reuters.com/world/middle-east/amazon-cloud-unit-flags-issues-bahrain-uae-data-centers-amid-iran-strikes-2026-03-02/) by drone strikes, sparking questions around Big Tech's pace of expansion in the region. U.S. tech giants like Microsoft [(MSFT.O), opens new tab](https://www.reuters.com/markets/companies/MSFT.O) and Nvidia [(NVDA.O), opens new tab](https://www.reuters.com/markets/companies/NVDA.O) have been positioning the UAE as a regional hub for artificial intelligence computing needed to power services such as ChatGPT. Iran [launched](https://www.reuters.com/world/asia-pacific/iran-launches-wave-missiles-israel-us-republicans-block-measure-halt-us-air-2026-03-05/) a wave of missiles at Israel early on Thursday in retaliation for U.S. and Israeli strikes that killed Supreme Leader Ayatollah Ali Khamenei on Saturday.
not saying it'll happen, but INTC and GFS seems like speculative adds if China was to actually do anything on taiwan after US and allies spend all their interceptors dealing with Iran. will Xi ever do anything tho
Short squeezes are really hard to pull of especially at these %. You need a gamma squeeze to trigger it beforehand, like OPEN last year or GFS at the moment. If any of them see a significant bumb in call options, then you could make a gamble on a potential run before those expi dates. Just don't call it an "investment"!
**Fabs are the bottleneck** Whichever customer has highest margins (NVDA, AMD) will claim the top priority in manufacturing, leaving consumer grade stuff like Qualcomm waiting in line. That's why Intel foundries are so crucial, and now Global Foundries (GFS) is catching attention too.
Awesome Grats! Same, that whale who bought $10M worth of April $55 Calls knew what they were doing... That should act as a Gamma Magnet pushing the price to $55. Watch $48.50 here, it's a major Volume Profile Range level, if shorts can't reject here, then $GFS grinds to the $50s!
Hey, Grats on the Calls, I'm currently in July $45 Calls, think $GFS is on pace to hit the mid $50s by March, and there's all those huge April $55 calls bought as well that should drag the price action forwards *hopefully"
Thanks to this post I got in on GFS calls before earnings today. Thanks for the advice! What's your strike price?
Grats to everyone who bought calls in GlobalFoundries, $GFS currently up over +12% 🚀🚀🚀
Sold my Feb 20 GFS 40.00 calls early.
NFA. $VRT, KHC, TMUS, GFS, U- calls for Feb 20 2026 slightly OTM Any of these would be a good choice IMO. I am buying KHC feb 20 2026 22.5c and also $U Feb 20 2026 31c. Good luck https://preview.redd.it/d9jon0fblpig1.jpeg?width=772&format=pjpg&auto=webp&s=10971c17ee9fb3036baaf8c457cea94ddcb770ee
that's a wild analysis! i think you're onto something with the volume spikes and the short interest. it's definitely sketchy how $GFS was flat while all this was happening. if you're looking for ways to automate your trading around this, fxshop24 could help you out. good luck with your calls!
Thanks, the technicals are signalling bottom as $GFS heads into earnings next week, hopefully that was the shakeout dump before the rip... Good luck on your plays.
The Tech dump this week was why I was afraid to go on shorter OTM calls, $GFS is now back to where it was last Friday when I bought the Calls; I had to watch the value of those calls loose over $1,300, while I squirmed in my pants, especially since I just wrote a huge Reddit post about GlobalFoundries 🤣🤣🤣 Back to Break even on my calls know.... \*sheesh\*
Intel and GFS to the moon
GFS is gonnna pump one of the largest fabs in the country in a chip shortage with earnings in a week
40% of GFS business is smartphone chips, so that's probably why Tim Cook mentioned them.
Yep, GFS will be making AI chips for Smart Toasters and Smart Toilets, not the big cool high-margin stuff
Anyone have any insights into $GFS. Foundry business that hasnt 4x in the last year
$GFS Earnings on 2/11, hopefully it'll start moving soon......
I bought some GFS a while ago on the 'Orange man has OK'd China to take Taiwan' theory and when that happens any US based chip maker is going to moon.
I hold a very small position on GFS (Like 22-25 shares) since a few years with BEP around 41 USD. However I am minus -15% due to the huge USD currency losses (vs. CHF)... Anyway, I hope you are right but I am not super optimistic on GFS, that is why my position remained so small.. maybe they get bought out, this would be a nice scenario.
Dude... Okay, I may have wildly off the mark about Groq maybe being the cause of volume and Options surge in $GFS... Though the MIPS & Synopsis acquisition makes far more sense now for a potential partnership between GlobalFoundries and Nvidia with it's GR00T Robotics project... Anyway, thanks, I'll look deeper into this!
Bro, you are 100% right about the volume on Dec 19. That 52M share print is undeniable someone knows something. However, be careful with the 'Groq' thesis. The Trap: Groq actually switched foundries last year. They signed a massive deal with Samsung (4nm) for their next-gen chips, not GlobalFoundries. So if Nvidia bought Groq, they are inheriting a supply chain that points to Samsung, not GFS. The Real Bull Case: I think the Whale is betting on the Synopsys news that dropped Jan 14. GFS acquired Synopsys' 'Physical AI' processor business specifically for Robotics. I bet the 'Whale' isn't waiting for a Groq buyout they are waiting for a 'Robot Chip' partnership (maybe with Nvidia's Project GR00T) to be announced on Feb 11 earnings.
You're evaluating GFS on old data, since last earnings, they've bought out Advanced Micro Foundry, makers of Silicon Photonics, crucial for AI Data Center infrastructure. Then they bought out Synopsys’ ARC Processor IP, and along with their MIPS acquisition earlier, will be key for Edge AI applications, like in Robotics. What, exactly, do you think explains this sudden HUGE Surge in Volume and Options in GlobalFoundries? It sure isn't because Traders think $GFS is gonna keep making chips for 10 year old Tech.
I remember IBM paid them to take over their chip business. If GFS contractually obligated to build boring trash for others and unable to tap into the AI boom? I was thinking about them a few months ago… don’t they make chips in the US too?
A few observations: 1) The core premise is overstated The post talks like Nvidia “bought” Groq outright. What was announced on Dec 24, 2025 was described as a non-exclusive licensing agreement + key hires, with Groq continuing independently; the “$20B” figure is reported/estimated rather than cleanly described as a traditional acquisition price. That matters because the post’s “Nvidia must now secure massive fab capacity for Groq chips” logic is much less forced if Nvidia didn’t actually buy the whole company / roadmap. 2) The Groq → GlobalFoundries link is real (this part is solid) Groq has publicly discussed deploying LPUs manufactured by GlobalFoundries. So “Groq chips involve GFS” is directionally correct. 3) The Dec 19 volume spike is real, but the inference is not The post’s cited 52.58M share volume on Dec 19, 2025 checks out. But “big volume + little price movement” on quad-witching is not evidence of informed buying by itself. It can also come from: options market-maker hedging flows, index/ETF rebalances, large crosses / block prints that clear without moving the tape much, systematic funds rolling exposure. To make the “someone knew” claim credible you’d want corroboration like unusual block-trade prints attributable to specific brokers, unusual options OI changes before news, or subsequent filings/position disclosures. The post doesn’t provide that. 4) “Shorted to the gills” is likely exaggerated The post cites Yahoo Finance stats showing institutions >100% and short % of float ~11.66%. Two caveats: Institutional ownership >100% can happen in reported data because of timing, share lending, and double-counting mechanics; it’s not automatically “proof of a trapped short.” Even taking the Yahoo figure at face value, “short squeeze imminent” usually needs tight borrow + high days-to-cover + a clear catalyst. Another data source puts short interest as 10.05M shares but only ~1.82% of public float (definition differences matter), and days-to-cover looks low. Net: you can argue “short interest exists,” but “dangerously shorted” is not clearly supported. 5) The Wedbush downgrade happened, but calling it a “hit piece” is a leap Wedbush did downgrade GFS on Dec 31, 2025. That’s compatible with “downgrade didn’t stop the rally,” but downgrades are common and not inherently manipulation. 6) The “Nvidia must buy a stake in GFS” conclusion is speculative Even if Nvidia wants more “physical AI / robotics” exposure, a stake in a foundry is only one (and not the most common) path. Alternatives include: long-term capacity agreements, prepayments/financing arrangements, joint packaging/assembly capacity, co-design programs. Also, Nvidia already has deep foundry relationships elsewhere; a GFS equity move would be a big strategic pivot and would likely leak via credible reporting/filings before being treated as “must.” (No solid confirmation surfaced in what I saw; mostly commentary/speculation.) What would actually validate the WSB thesis If you want to treat it like a hypothesis, the confirming signals would be concrete: GFS earnings call explicitly naming Nvidia/Groq-related capacity commitments, an 8-K / press release describing a strategic partnership or equity investment, credible reporting corroborating an equity stake discussion, sustained borrow tightening + rising days-to-cover + persistent call OI increases ahead of news. Bottom line: The post stitches together several true facts (Groq↔GFS manufacturing, the Dec 19 volume spike, a Dec 31 downgrade), but then makes two big jumps—(a) “informed accumulation” and (b) “short squeeze + NVDA stake incoming”—without the kind of evidence that would normally justify those conclusions. Treat it as an entertaining narrative, not a rigorous assessment. (Not financial advice.)