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$GFS Global Foundries -- Two "hidden angles" that are not in consensus view today, but significant enough to potentially supercharge this stock in the next 6 months: Nexperia and NPU Jag research: Slide deck:

JaguarAnalytics

74,308 subscribers

49,642 просмотров • 10 месяцев назад •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

Комментарии: 6

Фото профиля Minerva Capital

Minerva Capital10 месяцев назад

Hi Fahad, great note as usual. One thing I've noticed is you don't include the opposite view. In this case, the risk is that if the Dutch court rejects the split, allowing Nexperia to resume normal operations. Anyway, I'm also in the $GFS trade, so 🤞

Фото профиля JaguarAnalytics

JaguarAnalytics10 месяцев назад

Very low probability. Reports indicate the U.S. Department of Commerce has threatened to place Nexperia’s Dutch operations on the "Entity List" if Chinese control is not severed.

Фото профиля Minerva Capital

Minerva Capital10 месяцев назад

Got it. Between a rock and a hard place

Фото профиля Barnwald

Barnwald10 месяцев назад

AMKR is better than GFS

Фото профиля Gavin | Options Trading IQ

Gavin | Options Trading IQ9 месяцев назад

What did you use to make this video?

Фото профиля JaguarAnalytics

JaguarAnalytics9 месяцев назад

NotebookLM (works better in desktop)

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