Gaetano(@Gaetano2026):$GFS + $MRVL just gave us a very clean read-through I haven't spent much time discussing GFS, but I think it's definitely time to revisit it and see if theres a good investment opportunity Read this: https://t.co/mnn3mn4rNc Yesterday MRVL expanded a multi-year agreement to add significant SiGe capacity at GFS fab. SiGe, silicon germanium, is used in the high-speed analog electronics around optical links. Think drivers and TIAs. GF says the added capacity will support: > Pluggable optical transceivers > Near-packaged optics (NPO) > Co-packaged optics (CPO) GF recently said photonics doubled last year and is expected to double again this year, with strong pluggable demand extending through 2027. Worth a look!

Gaetano@Gaetano2026

2026.09.19 03:47

$GFS + $MRVL just gave us a very clean read-through I haven't spent much time discussing GFS, but I think it's definitely time to revisit it and see if theres a good investment opportunity Read this: Yesterday MRVL expanded a multi-year agreement to add significant SiGe capacity at GFS fab. SiGe, silicon germanium, is used in the high-speed analog electronics around optical links. Think drivers and TIAs. GF says the added capacity will support: > Pluggable optical transceivers > Near-packaged optics (NPO) > Co-packaged optics (CPO) GF recently said photonics doubled last year and is expected to double again this year, with strong pluggable demand extending through 2027. Worth a look!