GFSGLOBALFOUNDRIESNeutralGLOBALFOUNDRIES
1w ago on
“We will look at 2026 as a pivotal year for $GFS “ https://t.co/O93ixwafJp
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Photonics/Physical AI Company Coverage On Substack https://t.co/Dohj9x6xib
Cite asCryptoQuant has tracked the directional calls on GFS by @Gaetano2026 on X since Nov 2025: not yet scored on GFS (as of Nov 11, 2026).
Other assets covered (19)
4 GFS calls on record, a thin history.
Relative view by default: fewer than 30 GFS calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Gaetano2026 to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
“We will look at 2026 as a pivotal year for $GFS “ https://t.co/O93ixwafJp
View original →This is going to be a massive week for optical networking. Monday, November 2 $TSEM ER PM $FN ER AH Wednesday, November 4 $GFS ER PM $COHR and $VIAV ER AH Thursday, November 5 $MTSI ER PM $AAOI ER AH $LITE ER AH Then there’s the potential $MRVL / $LITE deal. Bloomberg and Reuters reported advanced talks. The latest reporting points to a possible all-stock deal without a large premium, potentially announced this week. Nothing has been confirmed, and the exchange ratio and terms remain unknown. Between the earnings and a potential deal, we’re about to get a much clearer picture of optical demand, capacity and the competitive landscape. Hopefully the market can be productive and allow any good earnings to be rewarded
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