@gaetano2026 · Long GFS

Gaetano@Gaetano2026

I have become more bullish on $GFS lately TLDR: > Communications + Data Center rev grew 62% YoY in Q2. FY26 growth outlook raised to 50-60%. > Silicon photonics rev expected to more than double this year. > SiGe is already larger than SiPh and oversubscribed through 2027. >

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/INxigCwEHH Yesterday MRVL expanded a multi-year agreement to

Read asLong GFS

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Fri, Sep 25Tweeted

Mon, Sep 28 closeCounted from

not in the basket todayBasket

Rank per close

—

Sep 28

—

Sep 29

—

Sep 30

—

Oct 1

—

Oct 4

—

Oct 5

—

Oct 6

—

Oct 7

—

Oct 8

—

Oct 11

—

Oct 12

—

Oct 13

—

Oct 14

—

Oct 15

—

Oct 18

—

Oct 19