GFS - GlobalFoundries Inc.

Mentioned as receiving up to $375M in federal quantum incentives. Listed as a beneficiary but no explicit recommendation given.

GlobalFoundries is positioned as the semiconductor manufacturing backbone — the 'picks and shovels' of the quantum and AI revolution. They produce specialized chips needed for quantum hardware, defense, automotive, and industrial systems, with domestic manufacturing relevance.

Receiving $375 million in quantum computing grants with government equity stake. Stock saw explosive gains on the announcement.

Semiconductor foundry that makes actual chips. ~$800M market cap, described as a small play that could be interesting if onshoring continues.