Added to YB: 2025-10-14
Pitch date: 2025-10-11
GFS [bullish]
GLOBALFOUNDRIES Inc.
+46.79%
current return
Author Info
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Company Info
GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.
Market Cap
$25.6B
Pitch Price
$33.22
Price Target
N/A
Dividend
1.03%
EV/EBITDA
11.82
P/E
36.48
EV/Sales
3.47
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.
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