$GFS 0.62 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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• @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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