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 |
|---|---|---|---|---|---|
| Steve Cohen / Point72 | 76 | New buy | 101,600 | $8,372,856 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Added +678% | 579,322 | $47,741,926 | 0.1% |
| Bridgewater | 56 | Trimmed -90% | 7,883 | $649,638 | 0.0% |
“$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 |
|---|---|
| 2026-09-17T23:56:29 | TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agree… → · 1430 likes · 378,470 views |
| 2026-09-11T10:42:24 | Of course! All it takes is a surprise announcement like “Sivers powers Innolight” like they did with $JBL or $GFS. Since we narrowed down the pluggable players working with Sivers to China as a geography from channel checks + potentially larger scale. Could be anytime or never, who knows. → · 162 likes · 38,869 views |
| 2026-08-30T09:04:08 | Just my final recap on thoughts + fundamentals of $SIVE from ER: Pluggables (1.6T Ramp) for 2027: - $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027 -> -> Likely multiple hyperscaler customers - 3 pluggable makers (evaluation) - 3 pluggable makers (supply assessment) Reference Design for… → · 1019 likes · 312,857 views |
| 2026-08-29T12:33:46 | Yes. I genuinely don't have a clue why $SIVE still focuses on local Swedish markets for communication/private fundraising. Over the US. The questions you get from Swedish heavy audiences include: - Leading questions like how would you "stop the bleeding" - "Why can't you disclosure your privat… → · 834 likes · 304,803 views |
| 2026-08-28T06:53:51 | Here's the angle I'm looking at $SIVE at: Companies/CSPs have been going out of their way way to lock up any qualified CW laser capacity for optical transceivers. So now, Sivers is coming into the industry with: - Large capacity from Win Semi - "tremendous capacity that is available now" from a… → · 956 likes · 373,785 views |
| 2026-08-27T21:24:26 | Nah, $SIVE is the most unusual $1B photonics company I've ever seen. Just for AI DCs alone: - Reference laser for $GFS SCALE (CPO/NPO/pluggable) - 7 pluggable engagements disclosed, with $JBL as primary ramp (with H1 2027 timeline) - ELS path with O-Net - ELS path with $POET - Lasers to Ayar for… → · 1184 likes · 454,743 views |
| 2026-08-25T09:46:32 | Lot of people were wondering about $SIVE earnings in 2 days. What I'm watching out for: 1. I'm hoping for more visibility on photonics co-development/qualifications/contracts. -> $AAOI stated multiple customers approaching them for CPO lasers (but had to turn them away) -> $MTSI stated many cu… → · 758 likes · 308,070 views |
| 2026-07-29T17:07:41 | US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT. This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics. (For reference, Sivers and Lumentum were the only two public laser suppliers named … → · 1529 likes · 379,280 views |
| 2026-07-29 | I kinda expected it for critical minerals since Western needs as much subsidies as possible to compete with China. US Gov taking a stake in $GFS for CPO was not on my calendar. But it does go to show CPO becoming a compute supply chain priority and they made Globalfoundries a domestic champion. W… → · 111 likes · 23,264 views |
| 2026-07-29 | @4intheflames I don't own $GFS, but I'm personally it's surprised it's still down on the news US Gov is taking a direct stake in them for advancing CPO. Surprising to say the least, given everyone remembers $INTC as the latest foundry the US Gov liked. → · 123 likes · 23,225 views |
| 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… → · 989 likes · 560,369 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… → · 1228 likes · 1,147,186 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… → · 2123 likes · 517,442 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… → · 1886 likes · 589,826 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… → · 1932 likes · 839,521 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… → · 1543 likes · 344,180 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… → · 3563 likes · 543,475 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… → · 2213 likes · 859,023 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 → · 802 likes · 420,695 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… → · 1496 likes · 777,978 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… → · 1081 likes · 680,218 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 2026-09-24.