GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet Every technology ecosystem needs a foundation, and in semiconductors that foundation is the foundry: the company that actually manufactures the chips others design. GlobalFoundries (Nasdaq: GFS) has spent years as the quiet builder in that role, the third-largest pure-play foundry in the world behind Taiwan Semiconductor…
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Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative? On June 2, 2026, Nvidia CEO Jensen Huang stood on the Computex stage in Taipei next to Marvell CEO Matt Murphy and called Marvell “the next trillion-dollar company.” The stock jumped more than 32% the next day. For a company most retail…
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Coherent DeepDive – NVIDIA Partnership, 1.6T Optics, AI Datacenters & Massive Growth Potential Artificial intelligence is rapidly evolving into one of the largest infrastructure buildouts in modern technology history, casting a massive spotlight on Coherent (COHR). Yet while most investors remain focused on GPUs, AI models, and semiconductor compute performance, a quieter battle is taking…
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The AI Optical Infrastructure Giant Entering a New Era Artificial intelligence is no longer just a software story. It has become an infrastructure arms race. While investors have spent the past two years focusing heavily on GPU leaders like NVIDIA Corporation, a second layer of the AI ecosystem has quietly become equally important: the optical…
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