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Dylan Patel
$17.6M
Followers
@dylan522p
08/12/2022
GlobalFoundries Stuffing Customers With High Inventory - Underweight
$GFS
After today's rise, we are bearish on
$GFS
$QCOM
$QRVO
$AVGO
$SWKS
$CRUS
$TSM
$INTC
Samsung Mediatek RF-SOI
https://semianalysis.substack.com/p/globalfoundries-stuffing-customers
semianalysis.substack.com
GlobalFoundries Stuffing Customers With High Inventory – Underweight $GFS
We are bearish on GlobalFoundries.
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Dylan Patel
$17.6M
Followers
@dylan522p
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