Ticker brief
GFS GLOBALFOUNDRIES INC
Technology · Semiconductors
last close
$44.76
1 day
-3.4%
14 days
-18.0%
mkt cap
$38.3B
signals 14d
23
authors 14d
17
crowd 14d
-0.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 52% mid · 33 pctile own 1y | IV/HV 0.73× |
| Skew — 25Δ RR 30d | +0.023 81 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +0.17 normal | 5-session Δ -0.25 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-04 (z=7.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.35 (−1 bearish … +1 bullish)
Who spoke17
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @PepInvestStocks | B | -0.34 | 4 | +0.10 |
| @RYANHINGSHING | A | -0.48 | 2 | +0.48 |
| @scetrader | C | +1.59 | 2 | +0.40 |
| @aleabitoreddit | A | -3.05 | 2 | +0.15 |
| @BinDollarSign | C | -1.47 | 1 | +0.40 |
| @LongGameEquity | B | +0.30 | 1 | +0.25 |
| @Stevendiaz | B | -1.17 | 1 | -0.45 |
| @AsafNaamani | C | -3.38 | 1 | +0.70 |
| @Frenchie_ | B | +0.21 | 1 | +0.00 |
| @Architect9000 | B | -0.38 | 1 | +0.70 |
| @KCTrades777 | C | +0.84 | 1 | +0.35 |
| @dnystedt | B | -1.58 | 1 | +0.45 |
| @paurooteri | B | -0.29 | 1 | +0.30 |
| @StonkValue | C | -1.74 | 1 | +0.35 |
| @joinautopilot | C | -0.21 | 1 | +0.35 |
| @wallstengine | B | -1.90 | 1 | +0.10 |
| @Sam_Badawi | C | -1.46 | 1 | +0.15 |
Recent signals23of 23 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @scetrader | +0.35 | Take an options trade in TXN and GFS. — Explicit 'Trade Now' post proposes options exposure to TXN and GFS, but contract direction is not shown. | — | tweet ↗ |
| 2026-08-27 | @aleabitoreddit | +0.15 | Presents a strongly bullish long-term thesis on Sivers' AI data-center photonics qualifications. | -3.4% | tweet ↗ |
| 2026-08-27 | @Sam_Badawi | +0.15 | Reports a new $1.5B JPMorgan-led revolving facility replacing a $1B revolver. | -3.4% | tweet ↗ |
| 2026-08-27 | @wallstengine | +0.10 | GlobalFoundries secured a new $1.5B revolving credit facility led by JPMorgan. | -3.4% | tweet ↗ |
| 2026-08-27 | @joinautopilot | +0.35 | Reports a $2B U.S. equity-investment commitment to quantum companies and their gains. | -3.4% | tweet ↗ |
| 2026-08-26 | @PepInvestStocks | +0.15 | Frames SIVE's standards work and GFS partnership as grounds for possible future NVDA involvement. | -2.0% | tweet ↗ |
| 2026-08-25 | @aleabitoreddit | +0.15 | Presents a detailed bullish SIVE earnings framework centered on photonics qualifications, contracts and future volume ramps. | -2.5% | tweet ↗ |
| 2026-08-25 | @PepInvestStocks | +0.10 | Uses SIVE's industry integrations to reject a bearish view of the stock. | -2.5% | tweet ↗ |
| 2026-08-23 | @StonkValue | +0.35 | Highlights GFS's semiconductor role and up to $1.5B in CHIPS Act funding. | -6.8% | tweet ↗ |
| 2026-08-23 | @PepInvestStocks | +0.10 | Builds a detailed bullish commercialization thesis for LWLG despite negligible current revenue. | -6.8% | tweet ↗ |
| 2026-08-20 | @paurooteri | +0.30 | Details a fast-growing silicon-photonics foundry opportunity led by UMC, Tower and GlobalFoundries. | -5.4% | tweet ↗ |
| 2026-08-18 | @scetrader | +0.45 | Frames mature and specialty semiconductor nodes as an emerging AI trade. | -10.3% | tweet ↗ |
| 2026-08-17 | @dnystedt | +0.45 | Rising mature-node prices and utilization imply upside for foundries as AI-related demand remains strong. | -16.2% | tweet ↗ |
| 2026-08-17 | @KCTrades777 | +0.35 | Describes their long-term GaN development and manufacturing partnership. | -16.2% | tweet ↗ |
| 2026-08-17 | @Architect9000 | +0.70 | Opened BABA and GFS, trimmed UBER, and is avoiding SPCX. — Discloses new BABA/GFS trades, a UBER trim and avoidance of speculative space stocks. | -16.2% | tweet ↗ |
| 2026-08-17 | @Frenchie_ | +0.00 | Bullish STM thesis cites 13F accumulation and underappreciated PIC100 economics. | -16.2% | tweet ↗ |
| 2026-08-16 | @AsafNaamani | +0.70 | Bullish support thesis with a $61.07 target if price holds above $53.68. | -18.0% | tweet ↗ |
| 2026-08-16 | @Stevendiaz | -0.45 | Reports prior exits, expects FLEX to regain highs, and dislikes GFS governance concentration. | -18.0% | tweet ↗ |
| 2026-08-16 | @RYANHINGSHING | +0.55 | Expresses a clear personal preference for GFS. | -18.0% | tweet ↗ |
| 2026-08-16 | @RYANHINGSHING | +0.40 | Acknowledges GFS technical disadvantages versus TSEM but remains attracted to its price-to-book valuation. | -18.0% | tweet ↗ |
| 2026-08-15 | @LongGameEquity | +0.25 | Presents a government-backed US reshoring and strategic-industry stock basket. | -18.0% | tweet ↗ |
| 2026-08-15 | @BinDollarSign | +0.40 | Reports GFS represented 94.7% of Mubadala's portfolio after an 85% quarterly stock rise. | -18.0% | tweet ↗ |
| 2026-08-15 | @PepInvestStocks | +0.05 | Discloses a longstanding SIVE holding and aggressive additions below €3 with a bullish thesis. | -18.0% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.