SLOIF
Trust-weighted public proof page for SLOIF. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.
Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
Post argues Soitec (SOI.PA / SLOIF) is a photonics/engineered-wafer “monopoly” leveraged to AI networking/CPO, calling it a clear multi-bagger after a large drawdown (down ~75% from ATH; previously fell ~42.5% from ATH) and notes a sharp +22% move after a Q1-related drop. Mentions NVDA GTC as the research catalyst for the thesis and position sizing (“third largest”).
Current stance
- buy via Soitec re-rating on AI networking/CPO (photonics) optionality after deep drawdown from https://x.com/michaelsikand (confidence 0.53)
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Active and historical ticker theses
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