GlobalFoundries is a semiconductor contract manufacturer (foundry) that produces integrated circuits for customers across automotive, communications, computing, and industrial markets.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| George Soros / Soros Fund Mgmt | 31 | New buy | 444,362 | $19,765,222 | 0.2% |
| Bridgewater | 55 | New buy | 75,660 | $3,365,357 | 0.0% |
“$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 allocation/scaling for CW DFB laser ramp across Jabil, and their other partners. It could also point to broader foundry allocation/scaling beyond the already announced WIN partnership. My feedback is that it's very …” post →
| Date | Tweet |
|---|---|
| 2026-07-21T09:14:20 | It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23). From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500. If they confirm CPO route, would positive thematically since it's not just $NV… → · 991 likes · 513,896 views |
| 2026-07-16T14:54:42 | 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 assumption, $50-$75 ASP): Sivers would support $341-$512M worth of annual array revenue. Given upper end of managements 5… → · 1217 likes · 628,481 views |
| 2026-07-13T19:20:46 | 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/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’v… → · 2131 likes · 512,202 views |
| 2026-07-09T18:44:07 | 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 Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider sale report from anothe… → · 1893 likes · 579,455 views |
| 2026-07-08 | 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 dramatic moat with their 1.6T LRO and are getting qualified done over next 1-4 months (2 months ago). So should be August 2026 to March 202… → · 275 likes · 56,989 views |
| 2026-07-07 | $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 hyperscaler suppliers. - NASDAQ listing planned in the next few quarters - Followed by M&A goals for TAM expansion. And it's literally t… → · 522 likes · 105,164 views |
| 2026-07-06T08:25:00 | 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 production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hype… → · 1927 likes · 788,625 views |
| 2026-07-02 | 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 revenue. 4. Ayar joining $NVDA NVLink for CPO and using $SIVE for mass production is revenue. 5. Other pluggable players, potentially… → · 268 likes · 27,529 views |
| 2026-07-02 | 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 likely for allocation from fabs. With $JBL, $POET, $AEVA, and others volume ramping near term. Then $GFS, Ayar, and many other … → · 505 likes · 87,959 views |
| 2026-07-02 | @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. Photonics sector are very volatile, but directionally they follow fundamentals in the long run. → · 421 likes · 48,595 views |
| 2026-06-30T17:21:44 | $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 allocation/scaling for CW DFB laser ramp across Jabil, and their other partners. It could also point to broader found… → · 1547 likes · 342,963 views |
| 2026-06-30T01:10:57 | 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 this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious for… → · 3568 likes · 541,906 views |
| 2026-06-26 | 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 announced 1.6T LRO with Sivers - $GFS reference laser announcement with $SIVE - $AMD went to $GFS for CPO - $SIVE announced CW with TFLN - Aya… → · 387 likes · 72,512 views |
| 2026-06-25T16:15:27 | 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 NVLink ecosystem for CPO scale up - $POET and others for CPO scale out - $JBL and others for 1.6T+ pluggable optical trans… → · 2217 likes · 856,476 views |
| 2026-06-25 | @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 partnerships. Watch and learn. → · 1348 likes · 238,512 views |
| 2026-06-22T22:38:52 | 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. https://t.co/m5KVJ8vOAS → · 803 likes · 420,256 views |
| 2026-06-21T11:04:51 | 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 god-mode and developed 1.6T optical transceivers with CW lasers. Effectively designing around the EML bottlenecks, and… → · 1500 likes · 777,690 views |
| 2026-06-21T07:53:18 | 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 to $AAOI. And they've become one the few EML players in the world (eg. $COHR, $LITE, Mitsubishi, Source, Sumitomo), w… → · 1082 likes · 679,443 views |
| 2026-06-21 | 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 others. - Old investor customers decks mapped with different investment rounds of cpo startups at the time All merged together into a t… → · 163 likes · 43,222 views |
| 2026-06-20T11:52:49 | 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 $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-15T12:31:08 | $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 and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and → · 1832 likes · 668,156 views |
| 2026-05-24 | @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 would need a lot of more headcount for stuff like assembly (without doctorates). → · 93 likes · 13,333 views |
| 2026-04-23 | 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 -> $MRVL -> 1. $AMZN (purchase agreement/warrants with photonic fabric from celestial) 2. $MSFT (maia) 3. $GOOGL (recent dev… → · 2152 likes · 465,760 views |
| 2026-04-21 | 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 Ayar's website sequentially over time. (Special thanks to one of my followers Setian for the DM.) So $SIVE likely be… → · 1162 likes · 438,706 views |
| 2026-04-21 | 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 semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme".… → · 935 likes · 276,028 views |
| 2026-04-21 | 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 potential paths: 1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS,… → · 649 likes · 385,140 views |
| 2026-04-20 | It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $AMD ). Alongside $NVDA investing into CPO everywhere. I just timed my long after OFC but did not expect all of this lol. → · 95 likes · 8,268 views |
| 2026-04-20 | 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 light source. And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem? $SIVE (~$935m)… → · 1115 likes · 387,536 views |
| 2026-04-20 | Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE - $63.8B 10. $SIVE - $950m 11. $FN - $24.7B 12. $ASX - $63.3B For publicly trad… → · 1135 likes · 207,635 views |
| 2026-03-25 | @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. There's more laser suppliers/foundries like $GFS, but I chose my personal winners in the list above. → · 31 likes · 23,467 views |
| 2026-01-19 | 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 the situation: Tier 1: Supply Chains This is a dispute with NATO Allies. This threatens supply chains. Many US defen… → · 600 likes · 269,001 views |
| Report | Date | Stance |
|---|---|---|
| #115 — Semis Memo: Muscle Memory | 2026-01-26 | LONG |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.