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
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.)
Time to full port at open into 50$ and 55$ April GFS calls.
Alright let me rephrase. GFS does not have access to EUV (extreme ultraviolet lithography) so fundamental technology limits apply.
Bc Groq is developing in-memory TPU-like chip designs that will bring down the cost of inference by orders of magnitude. The manufacturing capability still only lies with TSM. GFS is incapable of leading edge nodes. TSM spends GFS's entire market cap on R&D each year to stay leading edge. NVDA/Groq chip designs only work on leading edge. So if your entire thesis is based on GFS making NVDA chips, that isn't going to happen.
An AI tide lifts all boats... and Robotics doesn't always need Bleeding edge nodes, which are increasingly expensive at TSMC, that leaves space for $GFS to produce these chips at higher margin than the basic chips needed for the Auto sector. Why else would Nvidia spend $20B on Groq?
This needs to be way higher, GFS will likely have next to no relevance for any future AI-related releases(probably be on TSMC or Intel nodes), unless we're talking about edge compute (and even then, they're so far behind that China is a competitor in that space)
Because GFS has extremely outdated and inferior technology, they are stuck at 12nm fabrication process.
Yeah, $GFS has benefited from the "onshoring" of Chip fabs too, especially since they're a trusted foundry source for the US Defense Department, just frustrating that that hasn't reflected on the actual stock price......
I think you’re right about GFS. I’ve already made some money out of call options plays over the past few months. My appetite is there for more.
All domestic chip fabs are valuable. $SKYT just got acquired. $TXN just had massive earnings. We all know what $INTC has been doing. $MU too. $GFS is next
Yeah, they own 450M shares in $GFS, and they must be pissed that this stock has gone nowhere in over 4 years since IPO.... Qatar is also investing heavily in the AI space. https://preview.redd.it/lct049tjtqgg1.png?width=653&format=png&auto=webp&s=52a2a6ff086653091056b7e5bb5d40dfd2185142
Doesn’t a Qatari wealth fund also own a large stake in GFS?
Goodluck! Still a risk of hitting $40 in $GFS, before a recovery, especially with the weekend Wall St market down, but hopefully there's a rally into earnings....
Yeah, $GFS has gone nowhere for over 5 years, while it's being shorted into the ground.... I see this stock hitting ATHs again if $NVDA does a buy a stake in GlobalFoundries....
Been obsessing over $GFS for over a month to finally put my thoughts in a DD, hopefully this pans out, or I'm gonna lose a crap ton of money.....
$AMD shoulda kept it's 1/3 stake in $GFS if it turns out $NVDA was gonna invest in them....
GFS, now that is a name I haven't heard in a decade Remember when AMD spun it off?
Somebody or an institution sold GFS 04/17 45C and bought 2 04/17 55C for a 1.50 credit... 20,167 of them to be exact. Earnings on 02/11... What's this mean?
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