Added to YB: 2025-10-14
Pitch date: 2025-10-11
GFS [bullish]
GlobalFoundries Inc.
+11.66%
current return
Author Info
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Company Info
GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide.
Market Cap
$22.5B
Pitch Price
$33.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.30
P/E
-508.70
EV/Sales
2.95
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Sovereignty Over Storytelling - $GFS
GFS: DOD-trusted foundry w/ $1.5B+ CHIPS Act funding, already producing secure RF/power/auto chips on US soil vs INTC still catching up. Long-term gov/industrial contracts provide reliable cash flow. Policy-driven reshoring momentum favors proven capacity over promises. Pair trade: long GFS, short INTC.
Read full article (2 min)