SOI.PA
watching
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Reasoning trail
Every post mentioning SOI.PA, newest first — the thesis as it was built and revised
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23 Apr 26
Asks whether Soitec can keep growing further, noting his own basic research suggests the SOI-substrate TAM might be smaller than the excitement implies.
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30 Mar 26
Reiterates SIVE as the only investable option among smaller photonics stocks, then assesses SOI: quasi-monopolistic in engineered SOI substrates with 4,300+ patents, addressing bandwidth bottlenecks in hyperscale data centers, but believes its smaller TAM (doubling by 2030, ~14.85% CAGR) is already priced into the stock.
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29 Mar 26
Agrees with an analysis on the photonics transition, noting AAOI, LITE, and COHR have stronger current financials than SOI and IQE, but says SIVE is the one name whose financials currently look promising to him.
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29 Mar 26
Shares weekend research into smaller photonics names ($SIVE, $SOI, $IQE, $OPTX, $HIMX, $WOLF, $VLN, $QRVO), and is worried that despite hype on X, their financials show stagnating/declining revenue, shrinking margins, losses and cash burn. Calls them moonshot investments suited only to a small portfolio allocation.
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12 Mar 26
Author questions whether glass substrates from Intel pose a competitive threat to Soitec's dominance in CPO/silicon photonics substrates.