GFS GlobalFoundries Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
22:03
01 сен
01 сен
"Navitas, GF start US GaN shipments"
"Reports Navitas and GlobalFoundries start first U.S.-manufactured Gen 5 GaNFast shipments in September from GF's Vermont line. No directional view."
Низ.
13:00
31 авг
31 авг
GFS integrates SIVE laser arrays.
GlobalFoundries named as integrating Sivers laser arrays into silicon-photonics reference designs and SCALE platform; no directional view on GFS.
Сред.
09:36
31 авг
31 авг
Author agrees Sivers is on track with production near, citing JBL and GFS as large companies.
Author agrees Sivers is on track with production near, citing JBL and GFS as large companies, but frames it as factual support rather than a personal position.
Низ.
09:04
30 авг
30 авг
GFS confirmed SCALE reference design partner.
Watch GFS as the confirmed SCALE reference-design partner for SIVE's next-generation optical products, likely with AMD and other hyperscalers as CPO customers; supply-chain map, not a position.
Сред.
16:00
29 авг
29 авг
The author identifies these four companies as their top small-cap growth candidates due.
The author identifies these four companies as their top small-cap growth candidates due to their specific technological advantages and potential for significant long-term business expansion.
13:20
28 авг
28 авг
Watch GFS in pluggable optics ramp.
Watch GFS as a foundry partner in the pluggable optics ramp; the author notes better addressable market and ramp potential once product lines expand downstream, but does not take a directional position here.
Сред.
22:51
27 авг
27 авг
GFS faces CPO timing headwinds
GlobalFoundries faces a modest negative read-through due to potential delay in CPO revenue timing, but this is not structural impairment. Research-based watch with negative tone.
Сред.
19:35
27 авг
27 авг
GFS watch as CPO player
GFS listed as a CPO player in later-stage discussions within the CW laser supply chain. Beneficiary map, not an author position.
Сред.
18:37
27 авг
27 авг
Watch GFS on CPO scale-up architecture
Watch GFS as a CPO/pluggables player scaling in 2027/2028; author maps architecture but provides no position or forward call on GFS itself.
Сред.
18:28
27 авг
27 авг
Watch GFS as hyperscaler supplier.
GFS is cited as a hyperscaler supplier and program-scaling indicator. This is a supply-chain/beneficiary map, not an explicit position, so watch is appropriate.
Сред.
07:22
27 авг
27 авг
This is a research reading list mapping the AI infrastructure value chain across 19 layers.
This is a research reading list mapping the AI infrastructure value chain across 19 layers, presenting factual coverage and supply-chain analysis without any explicit positions or forward-looking trade calls.
07:05
27 авг
27 авг
Author shares a value chain research map following Nvidia earnings.
Author shares a value chain research map following Nvidia earnings, listing beneficiaries as watchlist context without stating any personal positions or forward calls.
06:54
27 авг
27 авг
"Networking, optics, fiber names listed"
"AI-infrastructure value-chain names across networking, optics, photonics, and fiber are listed as beneficiaries; no explicit directional commitment or trade call."
Сред.
08:36
26 авг
26 авг
Author highlights SIVE's founding role in a photonics committee with LITE and INTC.
Author highlights SIVE's founding role in a photonics committee with LITE and INTC, and NVDA and GFS as observers, framing it as a supply-chain/industry connection rather than a personal position.
Низ.
08:30
26 авг
26 авг
Author analyzes historical consortium membership and supply-chain relationships.
Author analyzes historical consortium membership and supply-chain relationships, speculating on potential future NVDA involvement without stating a position or forward call.
Низ.
16:06
25 авг
25 авг
GFS is a longer-term re-rating story
The author pushes back on a near-term trade, framing GFS as a 2027-2028 re-rating story based on valuation, not a 1-2 month position. Watch given the long-term bullish framing without an explicit position.
Сред.
09:46
25 авг
25 авг
Watch GFS photonics reference laser relationship.
Watch GFS as a potential customer/reference laser relationship for Sivers; the author frames this as a qualification-cycle signal, not an owned position.
Сред.
13:00
23 авг
23 авг
Author frames LWLG's thesis as starting after qualification with a scalable material.
Author frames LWLG's thesis as starting after qualification with a scalable material and royalty model, citing catalysts and cash position as bullish upside.
21:20
22 авг
22 авг
Author shares a research report on optical communications silicon photonics supply chain.
Author shares a research report on optical communications silicon photonics supply chain, listing beneficiaries without stating any personal position or directional call.
07:32
19 авг
19 авг
Watch GFS as photonic foundry read-through.
GFS is a photonic foundry read-through across NPO/pluggable/CPO architectures; no ownership language, so watch.
Сред.
09:07
17 авг
17 авг
Author analyzes 13F filings and PIC100 yield speculation for STM.
Author analyzes 13F filings and PIC100 yield speculation for STM, framing it as a hypothesis rather than a personal position or trade call.
02:30
17 авг
17 авг
The author asks a clarifying question about GFS in response to a parent post.
The author asks a clarifying question about GFS in response to a parent post, without expressing any directional view.
Низ.
16:31
16 авг
16 авг
Long GFS as a depressed valuation turnaround.
Long GFS as a turnaround swing trade taking advantage of its currently depressed valuations.
Сред.
18:10
14 авг
14 авг
The tweet is a riddle asking followers to guess a micro-cap tech stock based on its integration.
The tweet is a riddle asking followers to guess a micro-cap tech stock based on its integration with major customers, listing those giants as context rather than making any directional trade calls.
Низ.
04:31
14 авг
14 авг
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
Сред.
09:00
13 авг
13 авг
GFS cited as speculative SIVE supply chain partner
Co-mentioned speculatively as a potential Tier-1 foundry partner in the SIVE/SemiNex InP laser supply chain; no confirmed relationship stated.
Низ.
09:30
12 авг
12 авг
GFS named as SIVE photonics partner
Co-mentioned as a key SIVE technology partner in silicon photonics ecosystem; no directional view stated on GFS itself.
Низ.
07:58
12 авг
12 авг
GFS named as SIVE pipeline partner
Co-mentioned as a key partnership driving SIVE's pipeline growth; no directional view on GFS itself stated.
Низ.
23:26
11 авг
11 авг
Research read-through note covering multiple beneficiaries and affected companies.
Research read-through note covering multiple beneficiaries and affected companies from Lumentum's earnings call, framed as industry inferences and watchlist context rather than explicit positions.
20:50
11 авг
11 авг
The author describes a supply-chain integration where SIVE lasers are embedded in GFS hardware.
The author describes a supply-chain integration where SIVE lasers are embedded in GFS hardware for XNDU quantum infrastructure, a factual research summary without an explicit position.
Низ.
Об аналитическом покрытии GFS
Buzzberg отслеживает GFS (GlobalFoundries) в 30 источниках. Бычьих сигналов: 24, медвежьих: 0, от 31 аналитиков. Сентимент преимущественно бычий (12%). Всего отслеживается 197 торговых идей. За последние 7 дней: наблюдение: 13. Последние спикеры: jasonschips, pepinveststocks, aleabitoreddit.