NeutralGFSGLOBALFOUNDRIESGLOBALFOUNDRIESTSEMTower SemiconductorTower Semiconductor
4d ago on
파운드리로도 충분할 것 같은 의견... 특히나 실리콘포토닉스 분야와 같이 GFS, TSEM 등과 경쟁하는 광소자 쪽(패키징 말고)도 있고... https://t.co/dL1dvvGSC9
View original →
Seeing tech through a different wavelength. Photonics & semiconductor research https://t.co/E8DQu9pkCv
Cite asCryptoQuant has tracked the directional calls on GFS by @PhotonCap on X since Mar 2026: not yet scored on GFS (as of Nov 11, 2026).
Other assets covered (19)
2 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 @PhotonCap to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
파운드리로도 충분할 것 같은 의견... 특히나 실리콘포토닉스 분야와 같이 GFS, TSEM 등과 경쟁하는 광소자 쪽(패키징 말고)도 있고... https://t.co/dL1dvvGSC9
View original →
