Oh look, $SOI is now up 4X+ since I went long. And another 15%+ after earnings. Despite media“analysts”claiming there...
Soitec (SOI) has rallied sharply since the author’s initial long entry — roughly 4x — and climbed another ~15% after recent earnings. The bullish thesis: Soitec’s reorganization and capacity positioning to supply SOI substrates for photonics / co‑packaged optics (CPO) should support further upside, with positive post‑earnings momentum reinforcing the case.
Linked assets
Primary ticker: SOI (Soitec). Related tickers mentioned in source conversations: AAOI, XFAB, MRVL, HPS.A.
Only concrete tradable item in the source; catalyst framing + momentum, but lacks hard fundamentals/quantification so conviction is moderate.
Source proof
Source proof: Strong source proof | 2 extracted claims | 1 directional asset | headline-like title review
Social posts documenting the author’s position and reactions to media coverage, including a pinned post thanking De Tijd for coverage and posts highlighting SOI’s performance and post‑earnings move. No new granular fundamentals, guidance, or quantified capacity figures were provided in the sources.
Post reacts to FT report that $GOOGL Waymo may explore a split with $UBER. Author argues Uber partnering with Waymo was a bad choice because Uber becomes a distribution funnel that benefits Google as Waymo scales; expects Uber would not partner with Waymo in all cities and suggests Uber would prefer partnering with another FSD-4 player like $NBIS “Avride” that Uber partially owns and that doesn’t have a standalone competitor app.
Post highlights Nvidia CEO Jensen Huang joining X to share a letter arguing “open models matter,” with claims that AI will transform every industry and that open models improve safety/cybersecurity, accelerate innovation/diffusion, and enable national “sovereignty.” This is primarily narrative/positioning; no concrete earnings/product/supply-chain catalyst is stated.
Post discusses co-packaged optics (CPO) vs pluggable optics timeline. Says $AAOI is working on CPO but is "further behind in commercialization". Cites a podcast featuring the $SIVE CEO; key takeaway quoted: "Pluggables will be around for the next 10" (interpretable as ~10 years), implying slower CPO displacement and reduced near-term disruption for pluggable-focused vendors.
Post cites informal channel checks that AMD’s Helios scale-up networking roadmap may adopt co-packaged optics (CPO) in future generations, and that broader hyperscaler/industry adoption of CPO is expected. This is a forward-looking packaging/interconnect thesis that could be bullish for AMD’s AI networking competitiveness and for public optics/photonics suppliers, but lacks specifics (names, timing, sourcing), reducing near-term tradability.
Social post thanking a Belgian newspaper (De Tijd) for covering the author’s supply chain thesis in CPO (co-packaged optics) + photonics, and mentioning tickers AAOI, XFAB, and MRVL. No new fundamental datapoints or catalyst details provided beyond media coverage/awareness.
User complains about spam/bots on X and hopes the platform improves moderation. No concrete market-moving info or catalysts provided.
Post argues HPS.A (Hammond Power Solutions) is nearing a 2-month technical timeframe level and remains a compelling “compounder” due to strong transformer-demand visibility, solid backlog, and high market share in dry-type transformers. Mentions “Transformers in the Sky” up 83.3% (unclear reference/benchmark).
Analysis reset: X provider unavailable during stale source-analysis outage; event preserved without source analysis.
Supporting authors
Content derives from social posts by the thesis author and other X (Twitter) users referencing media coverage and related industry observations. No institutional research or new company disclosures are sourced.
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Thesis status: open / recommended strategy: buy. Consider validating Soitec’s photonics/SOI demand details and capacity plans from company filings or earnings materials before acting.