Reddit Posts
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
https://youtu.be/NRTJtvpXH9o?si=tPU93Yk1GFS50LLE
Something is cooking with GFS.. I can feel it 🔮
I'm in Indianapolis. Some very light lake effect snow from lake michigan expected tomorrow but no accumulating snow since early December. Although the most recent GFS model run is predicting 50 inches of snow right on Indy by the end of the month. Starting in about 10 days. Model is probably tweaked the fuck out, we'll see how that forecast changes over time, but if it ends up being true we're in for something worse than the blizzard of '78.
The davidson window of 2027 is a projection of preparedness china would need to have in order to pull it off and the train of thought is they would operate on an accelerated timeline to gain an advantage of surprise. The single most worrisome signal that china is fully prepared is leapfrogging their silicon disadvantage against the U.S. with an in house optical chip. Recent headlines about its lightgen prototype suggest there are research and development headwinds but mostly propaganda until it goes to market let alone any real general purpose fully optical chip. Besides INTC I would look at GFS as they are positioning themselves to corner the silicon optical market although they are behind schedule and not profitable. My theory is china delays until after 2028 but, who really knows.
>Copilot’s answer My highest‑conviction sub‑$50B pick for 2026: GlobalFoundries (NASDAQ: GFS) Thesis (one‑liner): A specialty semiconductor foundry with improving margins, strong cash generation, and multi‑year U.S./EU capacity build‑outs that directly benefit from re‑shoring and AI/automotive demand—yet the stock is still down year‑over‑year and well below prior highs. >Deepseek’s answer: 🎯 Two Analyst-Picked Small-Cap Ideas for 2026 1. Opera Limited (OPRA) · Market Cap: ~$1.28 billion · Thesis: The Norway-based browser company is seen as well-positioned for long-term secular growth in digital advertising. Analyst Eric Sheridan notes it has "sustained double-digit % growth" potential, driven by product innovation in AI, commerce, and gaming. Despite strong fundamentals, the stock was down 20% year-to-date at the time of the report due to investor preference for larger companies, presenting a potential opportunity. · Recent Performance: The stock had underperformed, creating what the analyst called an "asymmetric idea". 2. ACV Auctions (ACVA) · Market Cap: ~$1.42 billion · Thesis: This online wholesale vehicle marketplace is leveraged to the long-term shift of auto sales from offline to digital. Goldman's thesis highlights ACV's potential for territory expansion, increasing customer wallet share, and product innovation driven by AI. The stock faced short-term headwinds, with its price down significantly for the year. · Recent Performance: The stock declined following a reduction in its annual revenue guidance. >grok’s answer Lululemon Athletica (LULU) stands as my highest conviction stock pick under $50B market cap for 2026 that hasn't run up yet. Market Cap — ~$25 billion (as of late 2025 data). 2025 Performance — The stock dropped about 50% due to temporary headwinds: product missteps, softer North American sales, and a CEO transition. It lagged the broader market rally, which focused on AI and large-cap tech. >qwen’s answer conclusion:%20Highest%20Conviction%20%3C50B%20Pick%20for%202026**%0A%0A**Arcellx%20(ACLX)**%20uniquely%20checks%20every%20box%3A%0A%E2%9C%85%20%3C$50B%20market%20cap%20%20%0A%E2%9C%85%20%3C50%25%20YOY%20gain%20in%202025%20%20%0A%E2%9C%85%20Clear,%20high-impact%202026%20catalyst%20(PDUFA)%20%20%0A%E2%9C%85%20Best-in-class%20technology%20with%20a%20wide%20moat%20%20%0A%E2%9C%85%20Massive%20TAM%20expansion%20beyond%20myeloma%20%20%0A%E2%9C%85%20Strong%20balance%20sheet%20&%20management%20%20%0A%E2%9C%85%20Asymmetric%20risk/reward%0A%0AIf%20you%E2%80%99re%20looking%20for%20a%20**catalyst-driven,%20under-the-radar%20biotech**%20with%20blockbuster%20potential%20that%20*hasn%E2%80%99t*%20been%20bid%20up%20by%20momentum%20traders,%20**ACLX%20is%20the%20highest-conviction%20idea**%20for%202026.
Go all in on domestic foundries. Intel, GFS, Skywater, etc
That's because Blue Owl canceled the OCI DC in Michigan. Someone pulled the first OPENAI thread. Market looks to rebound on a core cpi, over or under, even if it comes in cool, is there a green light on AI plays. Maybe not IMO. Friday, triple witching day with more than STX, WDC, ON, GFS, LULU, CDW, Incl rebalancing. Nvda, msft, tsla, Google, and Apple rebalancing. Nasdaq - 1% Friday.if tomorrow is a rebound. If so TSLA moonshots, but Im guessing TSLA $440. MDB short alert if Orcl doesn’t buy. Not financial advice. Only for amusment purposes from a well regarded deginerate
What makes them better than a company like GFS, except for more potential upside?
Congrats, but don't sell yet. Earnings tomorrow after market close and if the share price holds at this level till the end of the month, it will almost certainly get included in the NASDAQ 100 during this year's rebalance, and that will be another 5-10% bump as all the index ETFs have to buy it. It needed to hit $74.66 or so to knock GFS off the index last I checked. I'm up slightly more than you, but with mostly options. Majority of my position is a few hundred 20270115C30.00 contracts that I bought for an average of $1.09, currently trading at $53.60. Hoping for my first 100-bagger.
Why is this being repeated? Texas Instruments, SKYT, GFS, MU to a lesser degree, they are NOT the only foundry, the biggest/most recognizable, yes
Anyone follow GFS? It's not too far from its ATL. Bargain or it's gonna go bankrupt?
Perhaps you remember that during COVID, supply chain issues were insane. I needed to buy a car during that insanity and paid out the ass premium prices because cars were sitting in warehouses, completely finished, except for the chips. The Ford Bronco is a great example. They had tens of thousands of Broncos ready to ship, but were waiting on chips to be manufactured. For as much as they already develop here, our infrastructure in chip manufacturing is not developed enough domestically to support demand. And as mentioned above, our dependence on foreign countries for chips creates a security risk. I always found it interesting in the Navy that our CAC card readers were manufactured in China. That seemed like a really odd security risk the Navy would take. Look I agree that it always seems like the big corporations get these massive handouts. In this case specifically, in order for them to receive the money, the chips act had laid out certain benchmarks they had to hit to get the money, unlike the PPP loans which were grossly abused or like many government subsidies to the fossil fuel industry or even a better example, the bank and auto bailouts. The purpose of the CHIPs act was to invest in an increase in chip manufacturing domestically to prevent issues like what we experienced during COVID. Or god forbid if Taiwan is ever taken over by China. It wasn’t just intel that was slated to receive funds. Micron, GFS, Texas Instruments, TSMC, and Samsung. Equipment suppliers like Applied Materials, Lam Research, and KLA indirectly would be positively impacted by this growth. Fabless designers (NVIDIA, AMD, Qualcomm, Apple) weren’t direct recipients but they benefit from closer, more secure supply chains in the U.S.
On one hand, every singular item in my port is green today. On the other I sold off GFS right before the big bull run and am deeply upset by this. I'm fairly certain my brain chemistry is indistinguishable from that of a coked out ape.
GFS and TI do a great job of that. And you have actual MediaTek products on Intel 16
Intel is already the largest recipient of funding through the CHIPS Act. It was awarded $7.685B for projects supporting semiconductor fabrication and advanced packaging projects in Arizona, New Mexico, Ohio and Oregon. The current Trump plan is said to be focused on developing the Ohio hub. The next five largest CHIPS awards went to Taiwan Semiconductor Manufacturing ([TSM](https://seekingalpha.com/symbol/TSM#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $6.6B, Micron Technology ([MU](https://seekingalpha.com/symbol/MU#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $6.165B, Samsung ([OTCPK:SSNLF](https://seekingalpha.com/symbol/SSNLF#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $4.745B, Texas Instruments ([TXN](https://seekingalpha.com/symbol/TXN#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $1.61B and GlobalFoundries ([GFS](https://seekingalpha.com/symbol/GFS#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews)) at $1.5B, according to the [U.S. Department of Commerce](https://www.nist.gov/chips/chips-america-awards?page=0).
If AGI means betting on silicon's boom instead of silicone implants, count me in—X chatter's buzzing with photonics doubling to $200M at $GFS by year-end, 3D-printed silicone parts exploding via Stratasys, and chip sector volume surging 3x on NVDA/AMD plays. YOLO calls on $SOXX for that AI-fueled melt-up; inverse if yields flip again. What's your entry, degenerate? 🚀📈 Sources: - https://x.com/MichaelWalstedt/status/1872626734039757291 - https://x.com/skyshark0/status/1871413673551630769 - https://x.com/BourbonCap/status/1869362285526786313
Actually, I am confused about that price action as well. Would anyone know why people are selling GFS?
Bought GFS ... Let's go 🚀🚀🚀🚀
Regards -> GFS is waiting to moon... Pickup by backing up the truck 🛻🛻🛻
Ok sell the news. AAPL supporting is manufacturer’s like coherent, Corning, amat, Broadcomm and GFS.
$HOOD now double the market cap of GFS — the 100th stock in the Nasdaq-100. Index inclusion is just a matter of time.
LMT - boom boom boom NOC - also boom boom boom RTX - more boom boom boom OXY - zoom zoom zoom GFS - beep beep beep
Holding this fucking GFS $40 Call for 6/20 I GUESS
VITL - going to $100. Egg prices should skyrocket this year FXY - PT $90. yen etf as usdjpy goes to 115 and DXY tanks GFS - the most underrated chip foundry, will become the next TSM esp given the focus on bringing semi chip production to the U.S.
There's even lots of convection all off the African coast right now! GFS and EURO don't show any formation, but the ingredients are there. There is a significant high pressure system in the northern Atlantic keeping all that moisture closer to the equator (meaning it won't spin up as easily). The Atlantic surface temps are also a bit lower than last year at this time. I live in Puerto Rico so I keep a sharp eye on the MDR
Ran this by CHATGPT. Probability 70% chance we impose semiconductor tariffs on China and a few other non-allied countries. Companies that will benefit: INTC, MU, GFS, and TXN. Timeline prediction Q1 2026. Good luck y’all!
Funny enough; the chip tariffs have greatly benefited Chinese semiconductors and tech companies. Sure; they might not have the bleeding edge and best of the best but there’s still tons of money in the lagging nodes. Their local tech companies are forced to buy and fund smic because they can’t buy Tsmc. You don’t think Tsmc would have preferred to monopolize Chinas chip demand?? TXN, GFS, IBM, auto companies etc all use laggin nodes and are very profitable.
I've got a bunch of GFS. It's down a bit but I bought in cheap. And it seems to defy the usual moves of the market. I work for the company, but I don't have any inside information because I'm not attached to the business side. There are a lot of rumors. If there's a merger like is rumored, could be big. I don't really see it dropping much more, it's pretty low right now.
While you all buy your Reddit and Nvidia, I’ll be buying GFS, enjoy that my bull kind.
GFS shouldn’t be at a discount right?
ARM, NVDA, AVGO, MRVL, TSMC are the cool kids AMD, GFS, ASML, QCOM, AMAT are the freaks and geeks it seems
Sounds like why I bought GFS. Still in the red.
Who profits from a chip tariff? GFS?
GFS has the same P/E ratio as TSMC. Meanwhile, GFS' clients are moving faster to cutting edge nodes faster than they anticipated - which GFS does not have make. https://www.anandtech.com/show/21266/globalfoundries-clients-are-migrating-to-sub10nm-faster-than-expected
Yes, but again, GFS isn't at the center of Taiwan's silicon shield defense strategy. I feel more comfortable owning GFS over TSMC as a steady stock for my portfolio.
This. I look at GFS as a steady, diversifying stock for my portfolio. And if geopolitics gets wierd I feel GFS would stay steady at worst, upswing in a better case. They aren't going anywhere and they don't have emotional bull runs making the stock swing
Is anyone grabbing GFS? If not, why not?
I agree with this. I think Intel’s design business will eventually be sold to Qualcomm, Broadcom, AMD, Nvidia, etc. IFS will spinoff on its own like what AMD did with GFS. My guess.
TSM down, GFS up. Pretty consistent with the idea of MAGA.
Thats fair I think, especially the china segment since a decent chunk of all those names revenue is china derived... GFS did pop today on upbeat phone demand, so perhaps consumer goods also bottom before industrial/auto
How will GFS earnings pan out for the company?
GFS riding the shrekildo
NXP, LSCC down, GFS next Load up on Puts for Microchip, ARM, QUALCOMM, IONQ
Check Global Foundries (GFS). It's at 52 weeks low and absolutely going to pop up on Q3 earnings. Thank me later
GFS near 52W low... will it start pumping?
I said fuck it and decided to go long with $QCOM - based on the constant stream of nonsense coming from WSB about $INTC. $AMD sold their foundry business to $GFS - and $GFS has had the same reaction to their stock that $INTC has had over the past 12-18 months. Invest in $INTC - my investment will appreciate it.
This intel contract grant is basically nothing but a bailout by the US gov because you have to be special to give money to this dogshit to produce military chips which LMT, NOC and GFS already do with great success.
Only 5% of a GFS (Granny For Scale), still a ways to go, youngling.
Looking at $GFS Down big for no reason? Not really an AI play. General economy, but still tech? I wonder. Decided to buy some calls 1/17/25 at 45 strike.
Dude, cruise missiles have been around for decades. You don't need bleeding edge fabs for that. There are not that many of them produced annually, either. GFS could easily replace Intel there.
This is not an original thought. Defense companies like RTX are more vertically integrated for making their ASICs than you think. GFS got money for their lackluster stateside nodes. TSMC is making fabs here too that is still a work in progress though. People were saying the same thing when the price was high. NXP, LRCX, ON, making chips in the US. This rhetoric about INTC being the last bastion of tech in the US that needs to be propped up is a good reason to short.
about 1.3 GFS (grandma for scale) lost 
1.28 GFS (grandmas for scale)
Is this going to be the new GFS scale?
3 GFS (grandma for scale) units of cash 
A true 1 GFS ( 1 Grandma for scale) gained and lost.
*GFS is a non-tradeable asset available for shareholders of all Walls Street Bets. Fluctuations in inflation are, hereby, do not alter the total value of a single Grandma For Scale stock. ^^^T&CApply*
petition to name this GFS = $700k
TSM; Samsung; SK Hynix; MU; TXN; GFS; ENTG; MCHP and several other semiconductor IDMs and fabs have been awarded CHIPS Act Spending. Unlike INTC, most of these companies have a more impressive history of using funds efficiently and effectively. INTC isn't benefiting much more from CHIPS Act than many others - and because it is further behind, with larger ambitions than, TSMC and Samsung it is facing higher Capex just to begin to catch up - except both those companies are also receiving CHIPS Act spending. The EU and Japan are also pouring money into all these companies - and TSMC is again favored.
If you want to buy a US-based foundry play, why the fuck would you look past GFS?
AMD lacks the software ecosystem of Nvidia, and a CUDA competitor with the same market adoption. AMD drivers are also known to be buggy. Overall I think the software side of things is to blame, because hardware wise AMD is competitive. Jensen is a powerhouse compared to his AMD's management too. Perhaps in an alternate universe AMD could've taken Global Foundries ($GFS) in another direction prior to selling its stake. I've been selling AMD little by little. What I have left is too red to part with. Maybe I could make the money back in ASTS instead. Nvidia will be okay long term, no doubt. They're involved in medical, automotive, data center, crypto, robotics, AI and consumer products. Management is very aggressive when it comes to investing in startups. The company isn't going anywhere despite bearish articles saying to sell. I just want to use the profit to increase ASTS before it gets too much attention.
Dude, the way to short nvda in the current market is to buy some AVGO, AMD and maybe, just maybe GFS and INTC. The way to short nvda is not to buy puts. You are being extremely narrow minded looking at just stock prices and how market manipulators are manipulating markets. Zoom out a little, look at the bigger picture. EVERY INDUSTRY is going to need chips.
Does GFS really have any chance to make it big? What's the GFS bull scenario and time horizon?
GFS is not a growth stock lmao
In all the fuss about INTC, GFS is up 11%.
GFS and GTLB ripping. my calls printing. 
I have a small position on INTC and bigger one in GFS as a hedge of TSM (wich I also have) if anytthing happens in Taiwan all chip designers like AMD QCOM NVDA AAPL and more will have a big problem. And thats where Intel fabs will be very valuable.. INTC and GFS could skyrocket
That's not the fab business. AMD didn't make chips for others, which is why they left the fabs. GFS is the 3rd largest foundry in the world, and it's growing by making less advanced chips. The most advanced chips is what Intel is after, and that market is worth 100B a year. TSMC and Samsung have both proven to be large players, but it's not like there aren't other players; it's just that TSMC and Samsung are the only ones making advanced processes, so once Intel enters in they'll be in a 1 of 3 market where producing stateside is a huge advantage.
GFS is the ret@rded third child of Semiconductor Manufacturers. Look at the chart since IPO 
TSM, ARM, Nvidia. This is the traditional “Nvidia Triangle.” Now you can also invest in AMD, INTC, AVGO, Qualcomm. If you are scared of war, or if your broker support, you can buy ASML, NXP, GFS as well. It’s up to you ultimately.
That’s an interesting statement. I’ve lost track of GFS after they stopped at 14nm and didn’t invest in 7nm process. I heard they support chips for auto-industry and I/O components. I didn’t think they were #2 with Intel being around still.
don't take this as an investment advice, but my bet is on GlobalFoundries $GFS. They have been doing great so far and today are considered the 2nd after TSMC, their spike was during the emerging era of RF (NFC) products. Giants like Microchip, AMD, Broadcom... still work with them today.
>The west also has a ton of replacements for UMC and others (example: GFS). The CHIPS act was created to help them build out asap. GFS has lagged behind (read: gave up) in sub-10nm nodes. I don't know if they're a plug and play option to "replace" anyone at this point. Further, it could be argued GFS is in a bit of trouble right now as customers have been leaving them for sub-10nm foundries. In addition, there \*may\* be geopolitical considerations at play when it comes to how willing the US Gov is to engage with GFS. Should be interesting to see how it all unfolds.
i hate intel, but even i think this is oversold/underpriced. like, ffs, GFS is worth ~$35B and they're stuck in 2015 and with basically zero growth prospects. intel's fabs are vastly more relevant and their design is worth more. plus mobileye and all the iot/etc bs... and with our tax dollars unfortunately funding/backstopping. i don't think it should have been $50 recently, but i also don't think it should be in the 20s.
ARDX Oct ‘24 $7/$9 bull vert close short leg on any dips LUNR Jan ‘25 $5/$7 bull vert same thing GFS Aug ‘24 $45/$50 same IBRX weekly OTM CCs My opinion NFA
Anyone have an idea on GFS? She keeps sinking
TPG MBLY CRWD P911 CNM GFS…can go on and on
http://www.okeko.cz/wp-content/uploads/2019/08/2019_GIFA_Foundry_Industry_2025_v2.pdf I used to work for this manufacturing plant and it’s still expanding. The entire area is expanding and generating greater revenue because of GFS. Governor Kathy Hochul today (02/19/24)announced that Saratoga County-based GlobalFoundries will invest more than $11.6 billion over the next 10 years to expand its existing Fab 8 semiconductor manufacturing site in New York’s Capital Region. The transformative investment will allow the company to immediately expand its existing facility and then build a new, 358,000 square-foot semiconductor manufacturing facility on its campus in Malta, tripling its capacity to meet growing demand for chips, enhancing national security by expanding the United States’ chipmaking capacity, and creating more than 1,500 direct jobs and thousands of indirect jobs. The project builds on Governor Hochul’s successful effort to establish New York State as a global hub for semiconductor research and manufacturing, following the recent announcement of an historic $10 billion partnership to create the first publicly owned High NA EUV Lithography Center at NY CREATES’ Albany NanoTech Complex. GFS will be growing to new heights into 2025. It has been a relatively bearish stock but that will continue to change in the months/years to come. It hasn’t seen much volatility or recognition with the AI bubble and being late to the party might be the best thing this stock has to offer. I’m a regard but the familiarity of this chip plant keeps calling me back. Getting myself out of my position in TSM as soon as I can ride it out and securing a good position in GFS.
>GFS so semiconductors are about 2 things in the broadest and simplest terms 1) how many transistors you can cram on a chip 2) yield - how many chips out of your batch are good vs how many have to be trashed TSM wins both categories. It has high yield and makes the most cutting edge chips in terms of cramming in transistors now thats somewhat misleading, because Samsung also does pretty well in this department. what really made TSM was the model. they didnt bother with design. NVDA designs chips. all TSM does is manufacture them. and because of that over 50% of the market for manufacturing semiconductors is TSM. i dont particularly know GFS but those are the reasons we talk about TSM. because when it comes to making semiconductors they are basically the king. we should not pretend like NO ONE ELSE EXISTS IN THE SPACE THOUGH. so if you like GFS or INTC or Samsung or any other fab and you have good reasons for that then you go ahead and buy it baby boy <3
Might be a regarded question but why does TSM get more recognition than GFS headquartered in US ?
FYI (to no one in particular) - Global Foundries (GFS) is a large international semiconductor manufacturer that produces high quality parts for aerospace and defense. I recommend researching them as a potential investment opportunity
Global Foundries (GFS) also was awarded $1.5B (it has a $29B market cap) from the US government to expand production and it didn’t really boost the price. It moved a lot in after hours and the price then rallied when it opened but then dipped and stayed low. Not sure where I’m going with this but if it rallies the day it’s announced, take profits. It may already be priced in but just giving my two cents, hope you all make money on your calls. I’d probably buy shares if I were to get in for the long run.
Anyone else looking at GFS?