$SOI
Soitec SAHow his view evolved
Every substantive take he's posted on $SOI, newest first — each labelled with the stance he expressed at the time.
- Jun 7, 2026Bullishconviction 3/4
On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI https://t.co/m6jub4nfzx https://t.co/VhGfnaTpzh
View on X → - Jun 7, 2026Bullishconviction 3/4
On top: $NVDA’s Jensen Huang also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI. https://t.co/pUqGyC7Jzu https://t.co/VhGfnaTpzh
View on X → - Jun 5, 2026Bullish
@Frenchie_ They keep fighting with me with everything from $SOI, $RPI, and $SIVE. Then get embarrassed over and over. Idk if they’re going to learn
View on X → - Jun 3, 2026Bullish
@BilalElmou89932 Europe has no chance of competing with the US regarding the AI race. But what they can do is strengthen their niche monopolies/chokepoints, and sovereign supply chain resilience. I think they're starting to realize how critical players like $SOI and $SIVE are to Europe tho.
View on X → - Jun 3, 2026Bullish
@aphexinvests So $SOI and $NOK are already more established. I looked into it deeper, and the proposals were focused around 30-500M funding and revenue incentives, to bridge the pre-volume production players to HVM. $SIVE / $XFAB map to policy incentives better, but wouldn't be surprised
View on X → - Jun 2, 2026Bullishconviction 3/4
@StocksAREnuts Yeah I’m up like 250% on $SOI, I’m surprised markets missed the at one… Also quite surprised about $XFAB valuations given they seem to be leading Europe’s photonics supply chain development…
View on X → - Jun 1, 2026Bullishconviction 3/4
@JeremieHello I genuinely didnt know $SOI had options. But even with the 17% drop today, still doing pretty well since $44 EUR. https://t.co/QQ8Mc7XvWm
View on X → - May 31, 2026Bullish
I wonder if my chokepoint investment theory… With $AXTI to $SOI to $SIVE will be studied in future history books? Regardless, I think everyone here is a part of making history. Given Reuters to Institutions to Countries are reacting to supply chain game theory with Serenity.
View on X → - May 28, 2026Bullishconviction 3/4
@Frenchie_ Basically, so much negative coverage on $SOI just for it to go up 340%+ afterward. It’s weird Europeans keep shorting their own frontier companies, rather than just letting it grow.
View on X → - May 28, 2026Bullishconviction 3/4
Always a good time interacting with European outlets. Back at $44 EUR, European media said $SOI was an: - -“overvalued stock” - “buying now would undoubtedly be a big timing errors” - “purely speculative bases” And traditions analysts had no clue why it had risen. $SOI is https://t.co/EeEZCf54H2 https://t.co/nmJeRLFLGY
View on X → - May 28, 2026Bullishconviction 3/4
Just in case people are wondering about my track record with European equities: $RPI: $280 -> $800 (agentic AI hardware demand thesis). $LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) https://t.co/EWWaVL7Y49
View on X → - May 28, 2026Bullishconviction 3/4
@reedy1991 I mean all my European longs from $SOI, $IQE, $RPI, $SIVE, $ALRIB followed this trend if we just look at chart. Long term they’ve all ended up directionally right, and now they’re all up hundreds of percent. I don’t control or trade volatility with $XFAB, but interested in
View on X → - May 28, 2026Bullishconviction 3/4
@Orcawellian There was a wave of negative news when I first went long on $SOI that caused unnecessary volatility. It’s now up 300%, turned out institutions bought up the float, after my thesis. Regardless of unintended volatility, my goal is to secure critical nodes critical to the US
View on X → - May 28, 2026Bullishconviction 3/4
@x4tsr Yeah, well deserved victory lap that it’s now up hundreds of percent since European media kept shtting on my $SOI idea.
View on X → - May 28, 2026Bullishconviction 3/4
Oh look, $SOI is now up 4X+ since I went long. And another 15%+ after earnings. Despite media“analysts”claiming there was nothing new with Soitec. The fact they’re trying to reorganize the company to answer demand for SOI substrates for photonics. It’s a pretty positive https://t.co/hN6ySb2qoS https://t.co/80ER5kLKuk
View on X → - May 27, 2026Bullishconviction 3/4
@DeJeff48985 Idk… I mean everyone called $AXTI a scam and now it’s up thousands of percent? Everyone called $AAOI management a scam and now that’s up 7x too. Institutions went out and criticized my $SOI long as well at $44 and now it’s $170… after they bought the float… Not sure if
View on X → - May 27, 2026Bullishconviction 3/4
@afgmantu Of course? Monopolies like $SOI don’t just disappear after they go up a few hundred percent https://t.co/dwxWwiKgXA
View on X → - May 26, 2026Bullish
确实如此！如果你不能将整个光通信产业链脱口而出，从上游的InP（磷化铟）衬底， 路向下游直到光模块成品制造商… 那说明你读我写的东西还不够多。 不过，很高兴看到我关于 $SOI 或 $AAOI 的许多观点，能帮助大家建立起属于自己的投资信念与逻辑。 https://t.co/kQ7U9E07ou
View on X → - May 25, 2026Bullish
@Frenchie_ lol thanks for all intros to the French community. I think the local French media complaining about my $SOI long back at $40 helped a bit too. But gotten a lot of support from France!
View on X → - May 23, 2026Bullish
@ncs1912 Because I care more about novel ideas and if they get validated in markets. If someone with $4000 had a great idea about $SOI before anyone else found it. Then Soitec goes up 4x. That's more valuable to me/others than if someone with a large account $10M off a 1% return.
View on X → - May 20, 2026Bullish
Just your average day in European photonics? With $SIVE, $IQE, and $SOI all hitting double digit recoveries. These are all core players going forward, hard to see any dip not being bought out at these levels. https://t.co/fYaYAov3Vn
View on X → - May 19, 2026Bullishconviction 3/4
Just another reminder: One day after my $SOI post back in March at $40. Citibank and Kepler called me out and said “it is very difficult to understand why the action [Soitec] has risen so much” “Is the enthusiasm of the market exaggerated? That's what Citi thinks.” Then I https://t.co/rGENgYUSHI https://t.co/80ER5kLKuk
View on X → - May 15, 2026Bullishconviction 3/4
@TonsenOle Fun fact: over 70%+ of my portfolio is unrealized, I haven't sold a single share in many of these. It helps if things like $AXTI hit 1900%+ returns, $SIVE hit 1000%+ returns, and everything larger in concentration hit 300% like $SOI. But basically entire portfolio is up
View on X → - May 15, 2026Bullish
Took a month… But my Shunsin (6451) CPO/SiPh idea is starting to play out. I’m telling you with all these ideas like $IQE to $SOI, they randomly start going up like 1 month after my thesis posts… it’s extremely uncanny. Maybe institution copy trading? https://t.co/qWGvNsJk2C https://t.co/2zClJN4bl2
View on X → - May 13, 2026Bullish
Just in case you were wondering $TSEM reported extra prepayment ($290M) to secure capacity. Downstream foundry capacity squeeze directly translates to an immense demand for raw substrates upstream with $SOI (more revenue). My optical picks are very interconnected. https://t.co/4vIAvS1jOl https://t.co/uvWDOU39qQ
View on X → - May 13, 2026Bullish
@6m3k4z Markets are forward looking by 8-12 months. I like to find plays at the very bottom and capture full supercycle exposure like $AXTI, $SIVE, $IQE, $SOI, $LITE, $AAOI, etc. Otherwise you won't get 10x returns if something is already priced in. If something fully scales 2028,
View on X → - May 12, 2026Bullishconviction 3/4
@My_Marig0ld When I did my thesis on $SOI it went from 40 -> 61 -> 53 (Iran war tensions) -> 171… Now is back down to 144 (Iran war tensions). It’s healthy to get some macro related corrections from time to time. Usually leads to higher highs, but im gladly holding though it. Might be a
View on X → - May 12, 2026Bullish
Just 3 months ago, European media called my $RPI thesis: "A Meme Stock" where earnings isn't factored into decisions. 2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis". This month it's $SIVE is "nothing special with Sivers or CPO, it's been around https://t.co/cAfUpmsww6
View on X → - May 8, 2026Bullishconviction 3/4
LOL. Nomura initiates $SOI coverage and gives it a EUR 250 PT. Back when I went long at ~€43, after the first +25% institutions were saying not to buy and that there’s nothing new. Now 2 months later they’re giving price targets ~6X+ my thesis post. https://t.co/qrEM43fXv2 https://t.co/80ER5kLKuk
View on X → - May 8, 2026Bullish
I've noticed that it's always like 4-6 weeks after my thesis post... That a bunch of institution start buying up names like $AXTI, $SOI, or $IQE. I'm not sure if it's just luck with timing. Or if they're reading my posts and need time for DD? https://t.co/jwCXyl9mb6
View on X → - May 7, 2026Bullishconviction 3/4
When I first went long on Soitec and the price rose 30%. I had European analysts saying that there was nothing new about it. Now $SOI up a few hundred percent. https://t.co/ElgiQPMNhP https://t.co/80ER5kLKuk
View on X → - May 7, 2026Bullish
@KimSchmitz10 $LITE was priced in for EML and current pluggable optical transceivers. CPO is a completely new opportunity and massive TAM expansion for all photonics players. It's a massive architectural shift, and completely new optical companies benefit like $SIVE or $SOI that didn't as
View on X → - May 5, 2026Bullishconviction 3/4
True… I did call: $AXTI $12 -> $105 $SOI $43-> $145 $TSEM $110 -> $218 $AAOI $30 -> $180 $IQE $13 -> $46 $LITE $363 -> $1000 $AEHR $30 -> $85 (if you count siph segment) As individual thesis posts… and others like $COHR and Innolight last year… I think $SIVE is the most https://t.co/DY54p2EFUh
View on X → - May 4, 2026Bullishconviction 3/4
I might be pretty good at this? $SOI up enormous amounts lol. https://t.co/djx1SNJTmy https://t.co/80ER5kLKuk
View on X → - May 4, 2026Bullishconviction 3/4
Honestly not too bad? Cool to see markets validate my thesis posts… With $SOI (silicon photonic substrates) to $LPK (glass core substrates) going in a straight line up . https://t.co/yQbidG44we https://t.co/7rIu7AODXi
View on X → - May 3, 2026Bullishconviction 3/4
Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle... This year: Found $SOI, which was the SiPH substrate = $AXTI. Then $SIVE, which was the CPO = $LITE. Might have found the CPO equivalent of $AAOI. Curious if anyone can guess?
View on X → - May 2, 2026Bullish
I called out Bernstein for being a clown when they gave $INTC a $35 price target in Jan. They just slap dumb PTs. Retail panic sells as an intended consequence. While the other institutions silently go long (as seen with $SOI). Only reason you should read these anymore is for https://t.co/CD30ncqyb3 https://t.co/XZWfm49jwb
View on X → - May 1, 2026Bullishconviction 3/4
@I_Am_Blacked I mean $SOI literally just went up 3x... So less likely to 3x from here. Maybe another 100%-150% over the next year seems plausible.
View on X → - May 1, 2026Bullishconviction 3/4
wtf am I from the future or something? $SOI just in a straight line up to a 3x return in 6 weeks… https://t.co/ZW5bAfgvmq https://t.co/80ER5kLKuk
View on X → - May 1, 2026Bullishconviction 3/4
@aphexinvests $SOI I expected a 3x tho and it hit. Idk about Japanese monopolies tho https://t.co/1tFLcidBPm
View on X → - Mar 13, 2026Bullish
@endz_on_x I did look through all the photonics equipment related from sellers from Oxford to $AIXA. They get a material bump from photonics demand, similar to $ASML capex cycles. But I don't think many of them will end up 300%+ like $AAOI, $AXTI, or even $SOI. Unlike larger hedge
View on X → - Mar 13, 2026Bullishconviction 3/4
I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec) - $COHR - Defensible compounders over time. Soitec - https://t.co/v26IDBGtUA
View on X → - Mar 13, 2026Bullishconviction 3/4
@realstockfox I did shoutout Soitech as the next upcoming substrate play and $SOI is now up 44%+ https://t.co/qsuIf3cjNd
View on X → - Mar 13, 2026Bullishconviction 3/4
@liliCoc755 @Jacktecau990 C'est vraiment $SOI que je préfère, principalement en raison de son rôle majeur dans la photonique. Les nouvelles architectures d'intelligence artificielle basées sur la photonique sur silicium finissent toutes par utiliser les matériaux de substrat de Soitec, d'où le vif
View on X → - Mar 12, 2026Bullish
@Jacktecau990 There's always going to be better buying short term opportunities like with $SOI, $AAOI, or $AXTI. But long term I expect them all to go up as photonics becomes the new architectural paradigm for AI.
View on X → - Mar 12, 2026Bullishconviction 3/4
Soitec ( $SOI / $SLOIF ) is now up 45.58%. This has a long way to go given their substrate-level monopoly over the silicon photonics and CPO architectures. https://t.co/P1hDh8UL9q https://t.co/80ER5kLKuk
View on X → - Mar 12, 2026Bullish
@csapagyi “Priced in”. Meanwhile $TSEM is chilling at -1.89% YTD. Lot of retail are earlier than institutions. $AXTI was the perfect example before it went up 4x in the past three months. Don’t quite think so with niche upstream suppliers like $SOI and $TSEM but likely yes to $LITE and
View on X → - Mar 12, 2026Bullishconviction 3/4
@zzzpw4a Diversification is always good for lower risk. Concentration is better for higher returns. IMO $SOI has more room to be re-rated given its starting point.
View on X → - Mar 12, 2026Bullish
Thank you MarketScreener for actual coverage of $SOI this time. The article writes: “In the post dedicated to Soitec, the author puts forward several arguments. He believes that the group could benefit from the development of CPO (co-packaged optics), a photonic architecture https://t.co/yHRB91nPnE https://t.co/80ER5kLKuk
View on X → - Mar 11, 2026Bullishconviction 3/4
@AtlasShrug1 I prefer $SOI as well, much higher upside. However, $TSEM is much larger player but I see it being very de-risked from both backlogged capacity + $NVDA. And I do see this strongly compounding over the next two years so I went long around here.
View on X → - Mar 11, 2026Bullishconviction 3/4
I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T https://t.co/Au3HYKNm7V
View on X → - Mar 11, 2026Bullish
@iiiiiiiivanth lol congrats. $AAOI and $AXTI were my two favorites earlier. $LITE was at the start of the year. Now $SOI has joined the party
View on X → - Mar 11, 2026Bullishconviction 3/4
@AtlasShrug1 I’d say that analyst didn’t know what they were talking about then with $SOI if it trades at 1x book value, 2x P/S and is a monopoly over cpo. Not everyone has domain expertise in photonic supply chains
View on X → - Mar 11, 2026Bullishconviction 4/4
@Noobverest Those were just trade ideas, I don’t have positions in stuff like $KRKNF. I did like Octopus though $SOI was high conviction photonics long!
View on X → - Mar 11, 2026Bullishconviction 3/4
How does a random person posting their thoughts on a multi billion dollar company $SOI … Send it up 20% Am I that powerful now? https://t.co/fltXyAOyxC https://t.co/80ER5kLKuk
View on X → - Mar 11, 2026Bullishconviction 3/4
Turns out markets like hidden photonics monopolies? Soitec is up 16% intraday. If you look at the CPO photonics architectural ramp led by $NVDA: It’s parabolic. $SOI is likely a name that people can hold for many years as the substrate monopoly for CPO. And best of yet, https://t.co/BzHJxy0jCV https://t.co/80ER5kLcEM
View on X →