Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
Independent analysts are confirming structural growth in niche semiconductor infrastructure while tactically retreating from US equities.
Themes on this desk
Silicon Photonics
Earnings reports are validating the monopoly thesis for key substrate providers.
Soitec Photonics-SOI sales growth confirms monopoly thesis
Soitec shares rose 22% following Q1 earnings where Photonics-SOI sales doubled year-over-year, validating the author's prior monopoly thesis.
Provides empirical support for the shift from copper to Co-Packaged Optics (CPO) in networking infrastructure.
Watch Future quarterly reports for sustained Photonics-SOI sales growth and competitive entry into the CPO market.
Source →Rooster Global Portfolio exits US ETFs citing USD strength
The author has liquidated all US ETF holdings, citing concerns over excessive strength in the US Dollar.
Signals a tactical shift away from US-denominated equity exposure due to currency headwinds.
Watch USD index performance and potential re-entry signals from the author.
Source →