GFS · GLOBALFOUNDRIES Inc.GLOBALFOUNDRIES Inc.

Greenland tariff dispute with Europe creates panic selling in US defense and semiconductor stocks, but these sectors are resilient and benefit from US national security and supply chain sovereignty, making them good dip-buying opportunities.

Nvidia's recent investments in optical companies (COHR, LITE, MRVL) signal a coming supply crunch in CW/EML and CPO components, similar to last year's EML supply squeeze. Upstream laser suppliers and foundries will be the biggest beneficiaries.

AMD CPO likely chose SIVE and GFS as suppliers, and MRVL will likely buy lasers from SIVE directly, indicating increased demand for SIVE and GFS in the CPO supply chain.

SIVE likely locked up allocation agreements with Win Semi to scale, working with GFS as a fabless model, similar to NVDA+TSM.

CPO demand will cause industry-wide bottlenecks, benefiting laser suppliers like SIVE and GFS.

CPO names are incredibly bullish due to a massive supply-demand imbalance confirmed by $LITE CEO, with CPO scaling still in early stages.