SLOIF SOITEC, BERNIN ORD NEW : Bullish and Bearish Analyst Opinions
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19:56
Apr 14
Apr 14
Buy SLOIF due to its monopoly supplying silicon photonics substrates to major foundries, with 4x content per device as the market shifts from pluggable transceivers to CPO engines.
MED
10:16
Mar 18
Mar 18
The author is long Soitec as a "Western monopoly" on silicon photonics, anticipating a near-term catalyst from Nvidia's GTC conference to drive the co-packaged optics (CPO) narrative.
HIGH
18:39
Mar 11
Mar 11
The author has taken a long position in Soitec for its co-packaged optics (CPO) exposure, viewing Nvidia's upcoming GTC conference as a major near-term catalyst for the photonics sector.
HIGH
08:28
Mar 11
Mar 11
The author is long Soitec due to its monopoly on substrates for Co-Packaged Optics (CPO), its depressed valuation, and a near-term catalyst from Nvidia's GTC conference.
HIGH
12:32
Mar 03
Mar 03
The author expects the stock to multiply due to its monopoly on CPO substrates, anticipating a significant demand ramp-up in 2027-2028.
MED
20:20
Mar 01
Mar 01
The author expects Soitec to re-rate significantly higher due to its functional monopoly on photonics-soi substrates, a key component for Co-Packaged Optics (CPO) technology set to inflect in 2028.
MED
About SLOIF Analyst Coverage
Buzzberg tracks SLOIF (SOITEC, BERNIN ORD NEW) across 2 sources. 6 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 6 total trade ideas tracked.