GlobalFoundries is pitched as a high-upside long based on its role fabricating Groq's SRAM-heavy AI inference chips, high short interest, and expected Nvidia investment.
GFS — LONG The author argues that GlobalFoundries is uniquely positioned because it fabricates Groq's SRAM-heavy AI inference chips, which Nvidia is acquiring, and expects Nvidia's Jensen Huang to announce an investment in GFS for priority capacity access. The high short interest (over 18% of float) and institutional ownership above 100% could amplify upside if such a catalyst materializes. Technical signals, including a monthly MACD bullish cross three months ago and reclaiming $40, are cited as supportive. The main stated catalyst is the anticipated Nvidia investment, though no timeframe is specified.
it's only a matter of time before Jensen announces an investment into $GFS for priority access to their capacity, if that happens this highly shorted stock that's over 100% owned by Institution with over 18% of it's Float shorted, according to Yahoo Finance, is gonna freakin moon