$GFS 0.57 Developing

Notable posts

• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @StockSavvyShay neutral 370 eng

  $MRVL and $GFS are expanding U.S. silicon germanium capacity to support next generation AI optical networking. The added Vermont capacity will support pluggable, near packaged and co packaged optics as AI data centers push toward higher bandwidth interconnects. https://t.co/ihxebRvTk5

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• @wallstengine neutral 346 eng

  $GFS & $MRVL EXPAND U.S. CAPACITY FOR AI OPTICAL NETWORKING GlobalFoundries and Marvell signed a multi-year agreement to expand silicon germanium manufacturing capacity at GF’s Burlington, Vermont facility. The added capacity will support Marvell’s next-gen pluggable optics, near-packaged optics and co-packaged optics as AI data centers push toward higher-bandwidth interconnects. GF’s current SiGe platform supports 200G-per-lane connectivity, with a roadmap toward faster generations. Financial terms were not disclosed.

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• @StockSavvyShay bullish 333 eng

  $NVTS is targeting September shipments of its first U.S.-made Gen 5 GaNFast wafers through $GFS aimed directly at AI infrastructure and high-performance computing. That gives Navitas domestic supply as power efficiency becomes a bigger bottleneck across AI infrastructure. https://t.co/NGKZeks2xr

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• @wallstengine neutral 244 eng

  Japan and the U.S. are reportedly discussing a new semiconductor fab that could cost up to $19.3B and be operated by GlobalFoundries $GFS The plant would focus on logic chips and could be one of the projects funded under Japan’s $550B U.S. investment commitment. https://t.co/a5Ld643LFp

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• @wallstengine neutral 132 eng

  The U.S. Commerce Department has filed to sell up to 9.91 million GlobalFoundries $GFS shares. The shares may be sold through underwriters, agents or dealers, with pricing and timing to be disclosed later. GlobalFoundries will not receive any proceeds from the sale.

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• @LeifInvests neutral 126 eng

  🇺🇸 Government-Backed Stocks & Possible Future Investment Sectors 👀 (FULL GUIDE) 👇 Since January 2025, the U.S. has announced up to $27B in strategic investments. Current holdings: 👇 Critical Minerals🪨
• $MP — 15% stake
• $LAC — 5% stake
• $TMQ — 10% stake
• $USAR — 8% stake Semiconductors
• $INTC — 9.9% stake
• $GFS — $375M Quantum Computing
• $IBM — $1B (Quantum Foundry)
• $QBTS — $100M
• $RGTI — $100M Defense
• $LHX — $1B (Rocket Motor Unit) Indirect exposure: 
Critical minerals processing
• $AREC (ReElement Technologies) Nuclear ☢️ 
• $CCJ (Westinghouse exposure)
• $BAM (Westinghouse exposure) 👀 Possible future sectors: 👇 Drones 🚁 (Pentagon exploring debt & equity investments to strengthen domestic manufacturing.) • $AVAV • $ONDS • $UMAC • $RCAT • $KTOS Artificial Intelligence 🤖 Trump has said the U.S. is exploring investments in leading AI companies. • OpenAI • $GOOGL • $META • $SPCX (xAI) • Anthropic How are you positioning yourself with government backed stocks?

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