$GFS
$GFS (GFS) in Serenity's X Posts
Recent Serenity posts mentioning $GFS
Excerpts with links to the original public posts on X.
Tue Oct 20 06:24:08 +0000 2026Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for…2026-10-19 17:19I don't think it's unclear, but I do think segments outside of photonics are noise for what drives valuations (which I don't think management understood). Next earnings, $SIVE should use laser capacity revenue ceiling from foundry allocations + existing fabs as the core metric…2026-10-19 16:44Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where…