GlobalFoundries. Every tracked FinTwit mention of $GFS, newest first. 184 mentions since the first on Dec 15, 2025. See the price chart.
July 2026 · 11 mentions
Jul 16
Serenity — Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):
Using 10% of Win's wafer capacity as a low-end allocation (65% yield as…↗
Jul 14
BULL OF BRITAIN — @insane_analyst It's unreal how dogshit $GFS turned out to be↗
Jul 13
Serenity — Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $COHR, and $LITE in laser supply
- Broadcom and Nvidia in switch platforms
- Lightmatter, Ayar Labs, Marvell/C…↗
Jul 11
Nezih Gökay — Q-DAY YAVAŞ YAVAŞ GELİYOR: YA BU HİSSEYİ ŞİMDİ ANLARSIN YA DA KUANTUM ÇAĞINDA BATANLARIN ARKASINDAN AĞLARSIN 💥 $LAES
Siber güvenlik dünyası sessizce tarihinin en büyük panik dal…↗
Jul 9
Serenity — Three new $SIVE insider purchases today.
Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today.
This is following the massive drop on Si…↗
Jul 8
Serenity — @Emre07465060084 For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dr…↗
Jul 7
Serenity — @FaceHonor $SIVE is probably my favorite stocks right now, not concerned about short term drops.
- You have the laser supplier to $GFS, $JBL, Ayar, $POET, and many other hypersca…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 2
Serenity — @CFc19971622 Are you stupid?
1. $JBL mass producing 1.6T LRO is revenue.
2 O-Net mass producing ELS is revenue.
3. $GFS using $SIVE as reference laser for the hyperscalers is re…↗
Jul 2
Serenity — @Cped221267 Nobody should care about TA charts since people just made up squiggly lines trying to convince others to sell.
$SIVE just raised an emergency $70M for mass production…↗
Jul 2
Serenity — @ram_blings NP, I'm not sure if people remember this but $SIVE went up +70% in a day off $GFS news. And $AAOI has random +20-30% days.
They're also capable of doing the opposite.…↗
June 2026 · 43 mentions
Jun 30
Serenity — $SIVE is raising ~$61M (600M SEK) to expand manufacturing capacity for InP lasers and optical amplifiers.
Sivers operates as a fab-lite model so this is likely hinting at foundry…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Serenity — I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier…↗
Damnang2 — Most quantum computing discussions still focus on qubit count and gate fidelity.
But as these systems scale, the bottleneck starts to move from the quantum device itself to the li…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Serenity — The market are missing the implications from $NVDA investing:
$2B into $COHR for optical.
$2B into $LITE for optical.
and $2B into $MRVL for optical today.
Nvidia did this exact…↗
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 17
Gaetano — 20-30 Billion $ALAB $CRDO $GFS
Astera Labs - $ALAB $21B
$ALAB sells high-speed connectivity chips and modules (retimers and smart cable modules) that keep short-reach links insid…↗
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Serenity — US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off…↗
December 2025 · 5 mentions
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 25
TheValueist — $NVDA $GFS To meet its developer and enterprise demand, Groq will deploy over 108,000 LPUs manufactured by GlobalFoundries by the end of Q1 2025, the largest AI inference compute d…↗
Dec 25
TheValueist — $NVDA $GFS Nvidia and Groq Strategic Licensing and Talent Integration Analysis
Publicly confirmed information indicates that the Nvidia–Groq event disclosed on 2025-12-24 is struc…↗
— @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…
Serenity — oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NV…↗
Jun 25
Serenity — @RJCcapital Bruh $SIVE is $GFS reference laser, $JBL 1.6T pluggable laser, Ayar CPO scale up laser, $POET scale out laser, O-Net ELS laser.
And many other undisclosed partnership…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 22
Serenity — Wow, $TSEM up 10%+ today.
Good times, should have made this one of my largest positions in hindsight back in March.
Foundries like $GFS and $INTC have been going brrr lately. htt…↗
Jun 22
Alex A.C. — "[...] and the price increases they’ve faced from foundry and packaging/testing partners" 👀
$TSEM $GFS $ASX↗
Jun 21
Trade Whisperer — $TSM $UMC $GFS $ASX $AMKR $INTC
TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 t…↗
Jun 21
Serenity — @CreatorNim Mapping like
- JP Morgan fireside conference for Jabil timelines + Quotes around 1.6T LRO
- Sivers 2025 annual around $POET various press releases with $GFS and other…↗
Jun 21
Serenity — That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went…↗
Jun 21
Serenity — I've been getting a lot of questions about OE Solutions (138080) recently.
Here's my research/thoughts so far on it:
They're a small Korean optical transceiver company, similar…↗
Jun 20
Alex A.C. — A must-watch video about the Lightmatter SiPho manufacturing process 🤩
From the Foundry, GlobalFoundries $GFS , to the ISE - ASE $ASX pre-packaging electrical and optical testing…↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 18
TheValueist — $INTC $TSM $GFS $AMKR My full US Fab and Packaging tracker is in this thread. Here’s the top of the list pre. https://t.co/6lQPl7Xcgb↗
Jun 15
Serenity — $SIVE is the next SIVE.
Don’t think you’ll find another company.
That’s qualified and likely primary/sole source with:
- $JBL and other pluggable hyperscaler suppliers
- Ayar a…↗
Jun 14
Serenity — This is gonna upset a lot of people:
But TA is astrology for traders.
It's confirmation bias + trading human psychology about entries.
Kinda like how people frontran $SPCE fro…↗
Jun 11
Serenity — Why do I keep getting these questions!!!
$XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations.
It takes ti…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 9
Serenity — @TalentActivity I do really like $GFS, $JBL, and others tied with $SIVE.
They’re all just kinda large by now, and less chance to triple.
If I were running a hedge fund I’d pick u…↗
Jun 9
Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+
This year, President Trump put $2 billion on more quantum stocks.
Here's 6 stocks exactly like $IONQ:
1. $RGTI — Ri…↗
Jun 9
Serenity — @ju5t1n14n Many work against the interest of retail investors.
Especially as JP Morgan / US institutions are trying to buy up the float.
You have a company funded with CHIPS Act…↗
Jun 8
Serenity — @LightLogix I mean...
> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE +…↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 5
Serenity — $SIVE is my favorite CPO / photonics stock after AAOI.
Partly because it's Swedish and you have entertainment from comedians over there.
Today a new non-technical hedge fund ca…↗
Jun 4
Serenity — @MikeBaumgart1 It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties.
Lot of the venture arms just miss…↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 3
BULL OF BRITAIN — @Scriptehhh Anything that has had asymmetrically good news and has been sold-off because of overall market i.e:
$SIVE (Ayar Labs / NVDA + $GFS news)
$MRVL (Jensens comments / hes…↗
Jun 3
Serenity — @Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem.
$AMD also invested i…↗
Jun 3
Serenity — @Chi_w_wong $NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today)
$SIVE 100% confirmed laser supplier to Ayar.
$SIVE high confidence laser supplier to Marvell Celestial,…↗
Jun 2
Michael | Hypermarkets — In 1 month, $INFQ doubled from $10 → $20 so far.
Most don't know they're losing 6x more money than in 2025.
Trump is pumping these quantum stocks right now:
1. $IBM
Trump's $1…↗
Jun 2
BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news.
First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗
Jun 2
TheValueist — $SIVE $SIVEF $GFS Sivers & GlobalFoundries Advance AI Data Center Optical Solutions
PR Newswire
KISTA, Sweden, June 2, 2026
Sivers' laser arrays to support GlobalFoundries' silic…↗
Jun 2
BULL OF BRITAIN — $SIVE Finally show some signs of reality rather than narrative with the $GFS partner.
Earnings were in my opinion not good enough. Pipeline growth means nothing unless it comes in…↗
Jun 2
Serenity — @wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet.
It’s probably more fundamentally groundbreaking than $SIVE + $JBL.
As $AVGO, $MRVL,…↗
Serenity — @StormDirac “Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform.”
Woah that’s structurally massive news with $S…↗
Jun 1
Serenity — -> IP acquisition
-> Just waiting for CPO to take off
$SIVE is a laser chokepoint for photonics and are publicly validated by:
- $GFS (1 of 2 public laser suppliers with $LITE fo…↗
Jun 1
Serenity — Just some mobile shower thoughts around $XFAB and train of thought:
1. 800vdc $NVDA push look for GaN/SiC players / power semis.
2. $NVTS and other fabless/fab-lite beneficiaries…↗
— They’re stupid?
$JBL announced demand > supply for their 1.6T LRO and this signals mass production on $SIVE lasers.
Ayar raised $500m for volume ramp and dropped $LITE and $MTS…
TheValueist — $LITE $COHR $AAOI $GFS A little late to the story, but we’ll take the increased coverage.↗
May 26
TheValueist — I believe this is a net positive for $GFS in the long run - increase float and broaden shareholder base.
(Bloomberg) -- Mubadala Investment Co., Abu Dhabi’s sovereign wealth fund,…↗
May 24
Serenity — @Jimmy4466597097 ~1/4th of their entire company are PHDs. Sivers is primarily doing novel IP development.
Then using $GFS / Win to scale without capex + or needing headcount.
You…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 22
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
TheValueist — $INTC $TSM $GFS $AMRK Trump said today that the US will have 50% of global chip production by the time he leaves office. Does it actually happen? Who knows? But he will damn well t…↗
May 22
TheValueist — $GFS opening to a strong follow-on morning, up ~8% to an all-time high. GFS will be my $GLW trade of 2027. Both down the fairway longs at their respective moments for the GAI infra…↗
May 22
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 22
The Future Investors — The U.S. plans to invest nearly $2B in 9 quantum computing companies including IBM, Rigetti, D-Wave, PsiQuantum, and GlobalFoundries, to accelerate domestic quantum technology and…↗
May 22
Mike Investing — The White House is literally telling you what sector to invest into next…
Quantum computing companies were just awarded $2B through the CHIPS & Science Act.
Here are the 5 names…↗
May 21
TheValueist — $INTC $TSM $GFS $AMKR Top of my US Fab and Packaging tracker. I believe this is a valid thesis as long as Trumper or one of his minions is in charge. https://t.co/RyybIp0w6L↗
May 21
Midas — 1) $IBM
2) $GFS
3) $INFQ
4) $QBTS
5) $RGTI
If this helped you out, follow me for more.↗
May 21
Nancy Pelosi Stock Tracker ♟ — The Trump administration just committed $2 billion to quantum computing
How they're distributing the money:
• $IBM: $1 billion
• $GFS: $375 million
• $QBTS, $RGTI, and Infleqtion…↗
May 21
Jason Luongo — 4. $GFS - GlobalFoundries
The picks and shovels play. GFS doesn't build quantum computers - they manufacture the chips that go inside them. PsiQuantum, Google Quantum AI, Microsof…↗
May 21
PhotonBull — $2B in federal quantum grants, government takes fresh equity stakes in all nine recipients.
$IBM $1B
$GFS $375M
$QBTS $100M
$RGTI $100M
$INFQ $100M
Diraq $38M
Three recipients st…↗
May 21
TheValueist — $GFS all time high pre. Buy-America GAI. Trumper or Trumper admin callout delivered. LFG.
(Wall Street Journal) The Trump administration is awarding $2 billion in grants to nine q…↗
May 21
InvestmentGuru — $2B Quantum Shock Wave Just Hit
The Trump administration is awarding $2 billion in grants to 9 quantum computing companies — WITH government equity stakes attached.
Here’s who’s…↗
May 21
Shay Boloor — The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes.
Awards reportedly inclu…↗
May 16
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
May 15
Serenity — $SIVE is now aiming to become the next $LITE, a US photonics giant.
They're re-centering their board around US executives + US photonics.
So the core board are now: US $GFS Exec…↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR My US Fab and Packaging Tracker. I believe there is still some long juice to squeeze from these names. https://t.co/dABaMnEAQq↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR SCOPE AND SCREEN
The publicly identifiable US universe of companies with semiconductor wafer-fabrication, foundry, specialty microfabrication, or advanced-pa…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 12
Serenity — Hey great question! So $SIVE headcount doesn't matter as much when you're doing IP/design.
Lot of media misunderstand nuances, when they compare it with $COHR that have tens of t…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Serenity — Random CPO related names I like:
- $SIVE
- Foci (3363)
- $TSEM
- Browave (3163)
- PCL (4977)
- $AXTI
- Msscorps (6830)
- $IQE
- Shunsin (6451)
- Furukawa Electric (5801)
- $MTSI
-…↗
May 11
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 8
TheValueist — $GFS is a down-the-fairway, buy-America GAI trade. They need a Trumper callout. While there is much more to the story than that, it really doesn't need to be more complicated at th…↗
May 7
TheValueist — $GFS GlobalFoundries May 2026 Investor Day: The Strategic Pivot to AI Infrastructure and Physical AI
GlobalFoundries is repositioning away from its identity as a traditional contr…↗
May 7
TheValueist — $GFS INVESTMENT COMMITTEE TAKEAWAY
GlobalFoundries’ May 7, 2026 Investor Day was a materially thesis-enhancing event, but it was not a full de-risking event. Management attempted…↗
May 7
TheValueist — $GFS with $38bn EV and 15x EV/'26 EBITDA. Too cheap for a US-based fab with outstanding optical end markets. Additionally, looking at the materials and depth of information that ma…↗
May 7
Serenity — @nexefye It's likely pure algorithmic, but another .76% of the float was shorted yesterday.
Algorithms tend to miss a lot of the nuances of supply chain mapping like $AMD going…↗
May 5
Serenity — @beard219 $LITE CEO on their transcript worded it as "massive supply demand imbalance on CPO"
I think even $SIVE, $GFS, Win, Shunsin, and everyone CPO related will have too much d…↗
May 5
TheValueist — $GFS KEY READ-THROUGHS FROM GLOBALFOUNDRIES Q1 2026 EARNINGS CALL
GlobalFoundries’ Q1 2026 call was a high-signal cross-sector read-through for AI optical networking, specialty fo…↗
May 5
TheValueist — This $GFS call was superb. They seem to be perfectly positioned for optical networking buildout and great to see margin expansion. I came away even more long-term bullish. Potentia…↗
May 5
TheValueist — $GFS (Bloomberg) -- GlobalFoundries reported adjusted earnings per share for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Adjusted EPS 40c vs. 3…↗
May 5
TheValueist — $GFS EXECUTIVE OVERVIEW
GF introduced SCALE, or Silicon photonics Co-packaged Advanced Light Engine, as a CPO optical module solution built on GF silicon photonics and characteriz…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Serenity — Yes, markets might have missed this with $SIVE + $GFS SCALE.
The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indi…↗
May 4
TheValueist — $GFS on a tear. Up another 2.5% post today. https://t.co/PCy0rJYzGA↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 3
Serenity — @Leon8995385220 $SIVE likely locked up allocation agreements with Win Semi to scale. And works with $GFS.
Which is why I'm long on them both, easy to scale as fabless, kinda like…↗
May 3
Serenity — It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR, $LITE after the…↗
May 2
InvestmentGuru — 5 stocks that are buying opportunities on pullback: $CRDO $MRVL $GFS $ANET $BE
$CRDO — Credo Technology
The AEC king just hit 201% YoY revenue growth in Q3, and the stock has pul…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — $LWLG has been one of the most explosive photonics plays of 2026 — the stock went from ~$6.59 in late March to hitting a 52-week high of $17.28 intraday, a move of over 1,300% in t…↗
May 1
Jason Luongo — 7. $GFS - GlobalFoundries (PIC Foundry)
GF Fotonix is the first 300mm monolithic silicon photonics platform, combining photonics features and 300GHz RF-CMOS on a single wafer. Dem…↗
— I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…
Serenity — Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-ris…↗
Apr 27
Serenity — @FlachtFunds It's not good news. But it's not that bad either.
$LITE likely has capacity allocated toward $NVDA, which is why $AMD CPO (likely) went with $SIVE + $GFS is my guess.…↗
Apr 27
Serenity — @FlachtFunds Oh $SIVE is definitely fine, since they're vastly diversified.
They likely basically serve everyone:
-> $AAPL Silicon Photonics
-> $JBL (probably largest)
-> $AMD C…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
Serenity — @vas_203 Super cool that you worked at $GFS and glad to hear it about $SIVE!↗
Apr 27
Serenity — Still think $SIVE is vastly undiscovered.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIV…↗
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Serenity — Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from…↗
Apr 21
Alex A.C. — $AMD 💘 $GFS [AI Photonics]
"AMD returns to GlobalFoundries for CPO in Instinct MI500 AI Accelerators"
And you know which are the "Laser Providers" for GFS:
- $LITE
- $SIVE http…↗
Apr 21
Serenity — I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductor…↗
Apr 21
Serenity — The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potentia…↗
Apr 21
InvestmentGuru — 5 AI Stocks. 1 Clear Winner for the Long Term.
$CRDO | $MRVL | $MU | $GFS | $GOOG
Here’s how they stack up 👇
$CRDO — Credo Technology
The most asymmetric bet in AI infrastructur…↗
InvestmentGuru — $GFS if you missed earlier
The Only “China-Free” Silicon Photonics Foundry at Scale↗
Apr 20
Serenity — @beard219 It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $A…↗
Apr 20
Serenity — What a crazy timeline?
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser l…↗
Apr 20
Alex A.C. — @StormDirac Ppl. still don't get the importance of a company such $GFS mentioning at such at level $SIVE in a presentation
I was 100% surprised when I saw it↗
Alex A.C. — @aleabitoreddit Certainly is quite remarkable that a company like $GFS puts literally $SIVE as "Laser Provider" 🐂🐂🐂
I was skeptical about it, more in line being GFS a PDK provi…↗
Apr 20
Alex A.C. — Official chart of $GFS GlobalFoundries with the $SIVE logo as "Laser Providers" 👀🔥🔥
Guys you know I'm skeptic with the company and I treat it as "speculative for the medium-ter…↗
Apr 20
TheValueist — Foundry YTD and 1y. GFS the laggard - a valid reason or an opportunity to catch up? My bet is on the latter.
$TSEM $INTC $GFS $TSM https://t.co/fFFwWLUG0d↗
Apr 20
TheValueist — $GFS GlobalFoundries: The Strategic Pivot to AI Infrastructure, Photonics, and Investment Thesis.
GlobalFoundries is a specialty semiconductor foundry transitioning from a matur…↗
Apr 20
Serenity — @itsakek Original source was here! But still don't think markets put 1+1 together with $GFS + $SIVE yet.
https://t.co/llafVFO46B↗
Apr 20
Serenity — Did $GFS give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous…↗
Apr 19
TheValueist — $GFS GlobalFoundries Inc. (GFS) Q4 FY2025 Post-Earnings Debrief
https://t.co/vZ2dYs7a7E
Thesis: GlobalFoundries delivered a Q4 FY2025 print that pushes the underwriting debate aw…↗
Apr 19
InvestmentGuru — $GFS — GlobalFoundries: The Only “China-Free” Silicon Photonics Foundry at Scale
Everyone needs a fab. GlobalFoundries acquired Singapore’s Advanced Micro Foundry (AMF) — arguably…↗
Alex A.C. — Now both $TSEM and $GFS have similar Net Margins, but if the info. about the transition from 8-inch to 12-inch and the ramp-up capacity of each of them is correct, GlobalFoundries'…↗
Apr 17
CK Capital — The entire AI photonics trade runs through a single substrate wafer made by a company most people are just now started to hear.
Soitec $SOI.PA.
A French semiconductor materials c…↗
Apr 14
Michael Sikand 🦑 — When you buy Soitec stock...
You're buying the only pan the "kitchens" $TSM $TSEM $GFS can cook with 🍳
And boy is it about to be dinner time.↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
TheValueist — $TSEM $GFS EXECUTIVE OVERVIEW
As of April 2, 2026, the public record shows a coordinated 3-part enforcement campaign by GlobalFoundries against Tower Semiconductor arising from fi…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 26
Michael Sikand 🦑 — This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After…↗
Mar 26
The Future Investors — $GFS $TSEM GlobalFoundries has sued Tower Semiconductor, saying it used 11 of its patents for smartphone and electronic device chips without permission ⚠️ 💻
The company has filed…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 25
Serenity — @yathatone2 They're all kinda high conviction... aside from $MTSI and Win Semi.
You can probably just put all those in an equal weighted ETF and strongly outperform the market.…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
— 🚨Let's talk about the state of AI Infrastructure
There were lot's of recent earnings + updates that give us insight into the AI trade
In this post I will specifically reference…
Gaetano — There is alot to cover in the AI trade today:
$VRT - up 22% after earnings
$META - 1GW data center in Indiana
$ALAB - down 20% after earnings
$ALMU - earnings after market
$GFS -…↗
— $NVDA $GFS NVIDIA’s reported agreement to acquire Groq for $20B in cash (per CNBC, amplified via Reuters and other wire coverage) represents a materially different strategic postur…