Reddit Posts
$GFS reaches agreement to establish U.S.-based supply of silicon interposers for advanced Al packaging.
Could GFS (Global Foundries) become a huge foundry over time?
$GFS and RAAAM Memory Technologies announce the joint development of next-generation GCRAM technology and test chip on FDX platform
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
Told regards to buy these stocks before market opens on last Friday and make money and they were up as they are oversold... Been going up 5 days in a row... Ber 🐻 regards downvoted me last Friday alot... Whomever listened made a good amount...still time to load up... Regards are getting Serviced Now with Vaseline who didn't listen. 🤷 ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
Told regards to buy these stocks before market opens on last Friday and make money and they were up as they are oversold... Been going up 5 days in a row... Ber 🐻 regards downvoted me last Friday alot... Whomever listened made a good amount...still time to load up... Regards are getting Serviced Now with Vaseline who didn't listen. ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
Told regards to buy these stocks before market opens on last Friday and make money and they were up as they are oversold... Ber 🐻 regards downvoted me last Friday alot... Whomever listened made a good amount...still time to load up... ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
Told regards to buy these stocks before market opens on last Friday and make money and they were up as they are oversold... Looking for same today. Ber 🐻 regards downvoted me last Friday alot... ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
They pledged 21 billion to GFS.
For the last time telling regards again till I tell again: Told regards to buy these stocks before market opens and make money and now they are up as they are oversold... Some regards downvoted me... Ber 🐻 regards downvoted me... ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
Told regards to buy these stocks before market opens and make money and now most of them are up as they are oversold... Some regards downvoted me... Ber 🐻 regards downvoted me... ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
Let's make ber unus rip day. Buy ASTS AVEX AVAV GNRC ACHR FLY KTOS RCAT ONDS GFS
A Singapore-flagged container ship named GFS Pride caught fire and sank in the Strait of Hormuz on Wednesday, October 14, 2026.
The tweet says he convinced GlobalFoundries to give every u.s. tax payer shares of GFS. Which means every 401k is getting GFS whether they like it or not. Which means, buy GFS? Is this a buy signal
Our retarded 🥭 apparently gonna try to pump $GFS and $NOVT. So… calls I guess. I’m tired boss.
So because our retard president says it’s a done deal, they’ll pump. Might as well buy calls on GFS and NOVT.
The post alone does not show what was said or whether it affects GFS fundamentals, so its trading significance cannot be assessed yet. What exact claim did the post make?
GFS being green today is a big deal
Well, APLD is pivoting to more of a datacenter company. I also had GFS, but that went green today so I closed the position
Idk about NU but I think my other stocks, GFS, APLD, CIFR, CELH, and QXO will recover sooner than later
I like those stocks in this order: GFS > CIFR > APLD in the order of strength
Am I fucked holding GFS, APLD and CIFR or am I overreacting
GFS could potentially touch $60+ by end of year
QXO, GFS, NU, CELH, APLD, CIFR. which ones do I sell
GFS, APLD and CIFR look interesting here
Your argument only holds water because you had the fortunate and lucky opportunity to choose the one and only… You could just as easily have chosen STM, and then the story would have been completely different… or even SWKS… MCHP, NXPI, ON or even GFS… But of course, history is only written by the victors and the powerful… QED. Bloody hell, am I daft… I’d forgotten that simply because I longed to be free… I bought FRHC in 2020… and now I’m hiding one of the best performances anyone could wish for…
Rate my port AMZN, GFS, IREN, RDDT THOUGHTS - 1000 SHARES OF EACH
what are the new plays we are doing folks? I took a 2000 share position into $GFS/global foundries, 100 shares into $ARM, 100 into $MRVL and more.... what are the better plays out there?
The money is in advanxed / leading edge … I just looked up that $$$’s, 90% of profits are based on EUV manufactured processors because that’s where the margins are. So while GFS may be stable they have low margins and many competitors they have no real MOAT and plenty of competitors doing the same. We saw this in DRAM in that while it was low margins 3 manufacturers control more than 90% of the global supply … so prices sky rocketed when demand increased there is a natural bottle neck and cartel like control on a business level Even if OPs idea would hold , they have no moat and their are 7 or 8 other companies globally that support the same fab processes. There are many other smaller but atleast 7 or 8 of equal size to them.
Physical AI will need local CPU's and inferencing. The main reason would be to break dependency on network connectivity and network latency. Imagine an autonomous vehicle needing to send what it "sees" in realtime to a back end network to process "what to do" and that also needs to get relayed back. It doesn't work in realtime applications. The bulk of chips that GFS fabs are simple, single purpose; for example the chip that controls power management on an electronics device or the chip for radio frequency for communications. Some 50-60% of their sales are for mobile phones and autos - but in the phones for example, they aren't the main fancy chip from a big chip designer. Sure GFS market will grow some. But unlike cutting edge, it's low cost to produce, higher yield, more competition and much easier for a larger chip designer to self manufacture - that would not be the case for EUV. You mention the likes of NBIS and CRWV which are growing revenue at over 3 digits percentage points. Yet GFS revenue has been more or less flat or yo-yo over past several years - and this would have been the timeframe for digital transformation and IoT explosion, yet as of today they have no sustained growth to show for it. So that's why some are "hot" and some are not.
GFS is 80% owned by the sovereign wealth fund of Abu Dabi
GFS is not your typical AI play, other than future optical or quantum. It can be a physical AI play for future robotics. GFS is also strong in specialty semiconductor, such as RF, power devices,… even III to V semiconductor, which do not require most advanced node and process.
Thanks for the history on GFS. I like that it's a bit of an asymmetric play compared with the cutting edge, small node fabs. Maybe they would have gone bankrupt if they attempted to compete directly with them. With Physical AI and Edge AI, I feel there may be a piece of the pie for all; because as you said, GFS's focus is: "all the stuff that is needed for that 2nm chip to actually do what it needs to do."
I agree. I have a little bit GFS myself. If optics or quantum takes off or automotive recovers, GFS could see substantial gains.
That's true and one reason I'm looking at GFS; because it's an asymmetric bet compared with TSM. No significant overlap. I don't want to simply "duplicate" my bet on TSM by purchasing Samsung or Intel. TSM is my high-conviction state-of-the-art foundry; GFS for mature node production.
Thanks. Ultimately, I'm looking for something to complement my TSM position, not duplicate it. GFS seems better positioned to capture the larger chips robots require because they don't compete in the same space as TSM and INTC.
They are not the same use case. intel is 1 of 3 leading edge companies in the world and the only American company that can do what they do. Intel has a massive already client processer business, Intel also has a massive IP portfolio and is intrical to national security, GFS is no that, they don’t have that type of moat nor importance to the global market or the US plans. An intel buy last year was a totally different thesis and not just well this company could be more important , intel was already important and its concerns were foundry investment which is huge for high-na EUV -‘d leading edge.
There’s basically no moat in trailing edge. GFS and its competitors run on thin margins while TSMC is over 50% net.
Yes but they need more larger node chips for the "body" than smaller "brain" chips; one estimate said 50 "body chips" to 1 "brain chip." Any alternate foundries look interesting that specialize in more mature nodes? Like maybe GFS?
Funny timing, I didn't realize this myself until just now but there's actually a new one. Defiance launched AIFR on September 1st, it's built specifically around the foundry side (TSM, GFS, UMC etc) instead of the fabless design side.
Thanks for this. Yes, looking at GFS because it's not very sexy at the moment. The general dislike in this thread for AVGO actually increases my conviction. I think AVGO will be a good long-term hold as a core position as well as something to do a lesser portion in it of swing trades since everyone loves NVDA too much at the moment; and lot less volatility in NVDA.
has anyone else been looking at GFS? Looks primed to bottom out here and shoot up on any govt partnership news which seems quite inevitable
KLAR after it's earnings. They are applying for a banking license. The executives being swapped out are because they are growing so much they need better tallent. In semiconductors, just about everything is below the stupid level. AMAT, LRCX, all the main RAM names you know. GFS, ON. WING. Chicken wings.
Is there a worse semiconductor stock than GFS? Globalfoundries? They are back to JANUARY. past April. past March. Past February. Back to January. Big government backstop grant got awarded recently. Apple and others is transferring work to them. No-brainer even if AI were to die and the market crash is real. I am struggling to find a worse semiconductor that lost all the gains from the recent bump.
Opinions on GFS? Near it's 1 year support at 50. >GLOBALFOUNDRIES Inc. operates as a prominent global semiconductor foundry, specializing in the creation of integrated circuits.
Seeing SMCI down only -2.82% on a day when old-school semiconductor stocks like ON/GFS/AMKR and similar are down -6%, is weird.
I personally exited semis until I feel the bubble either pops, or the insanity of the hype dies down. It was in GFS and TSM AND WHILE I did make a profit on those two semi trades, I did loose big on ASYS. I also think waiting for a correction is smarter because either the bubble is real and it will force the entire market to correct which would hurt any positions in tech I make now....or its viable but overhyped but not a bubble in which case its better for the hype to pass so volatility isn't something that stresses me out and I don't have to pay for volitile stocks. Currently I'm sitting in materials, finance, oil, and a few joke/meme positions. Overall its been sideways or slightly positive....but it is less stressful. What am I looking to scoopup next time the big correction happens: TSM, GFS, Samsung, sitime, synopsis, TI, and the stock you mentioned. Also broad market and industrial index would be a steal if you can grab em at the dip.
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.