SOI Soitec SA Loading... : Bullish and Bearish Analyst Opinions
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21:19
Jul 17
Jul 17
Watch SOI as a read-through beneficiary — rising silicon photonics adoption drives incremental SOI wafer demand per Innolight's GS upgrade thesis. No author position disclosed; supply-chain mapping only.
MED
15:05
Jul 07
Jul 07
Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is watching for opportunities but explicitly states he is not reallocating funds yet, making this a watchlist rather than active trades.
LOW
14:02
Jul 06
Jul 06
The author recommends researching these semiconductor and tech companies for educational value in understanding the value chain, not as a trade idea.
LOW
09:18
Jul 05
Jul 05
Author retains 50% of Soitec position despite doubts about narrative-driven rebound; partial hold supported by inclusion in Tema Photonics & Optical ETF as a new institutional catalyst, though thesis remains optionality-based rather than compounder-grade.
MED
08:29
Jul 01
Jul 01
Author notes Soitec SA chart reclaimed the 10EMA and appears to have bottomed; bullish technical commentary but no explicit position disclosed.
MED
22:43
Jun 28
Jun 28
The author describes retail-driven rotation between photonics and physical AI themes using a sentiment radar tool but explicitly states it is not a buy signal and is only a crowding/fragility score.
LOW
03:51
Jun 26
Jun 26
Author describes a global market correction with sharp drops in Asian indexes and high-beta stocks like SOI and RKLB, but offers no personal position or forward call.
LOW
03:06
Jun 26
Jun 26
Author defends past bullish ideas as still valid despite macro corrections, but frames CPO names as early positions he expects to recover, not current active longs.
LOW
02:15
Jun 25
Jun 25
Author reflects on past losses and concentration in photonics but offers no current position or forward call, only a personal thesis about a supercycle inflection in 2027-2028.
LOW
15:42
Jun 23
Jun 23
The author lists a broad basket of semiconductor and high-beta names that suffered steep drops, but frames it as a curious observation about portfolio performance rather than a trade idea or position.
LOW
03:16
Jun 23
Jun 23
Watch CW laser and silicon photonics names SOI, TSEM, and SIVE as the author is personally focused on the CPO/1.6T architectural bottleneck — analogous to the EML/LITE move — with Nvidia LTAs driving supply scarcity and a GS-cited $154B optical TAM by 2028.
MED
22:38
Jun 22
Jun 22
Long SOI as one of the author's top two CPO picks alongside Tower Semi; direct beneficiary of silicon photonics scaling and the broader CPO architecture ramp driven by AI infrastructure demand.
MED
11:52
Jun 20
Jun 20
Watch SOI — author defended the thesis at $44 against European analyst skepticism; cited as a historical contrarian win; no new current position disclosed.
MED
12:34
Jun 19
Jun 19
Monitor SOI as a past pick that has already run significantly; no current position or forward call from the author.
MED
12:19
Jun 19
Jun 19
Watch SIMO, HPS.A, TSEM, AEHR, LPK, and SOI; author mentions these as past ideas that performed adequately but uses past-tense recap language without confirming current positions.
MED
23:06
Jun 18
Jun 18
Watch Soitec (OTC: SLOIF / Paris: SOI) as a CPO substrate monopoly with Photonics-SOI revenue >$100M ahead of schedule; legacy drag (mobile/auto) is real but Edge AI/CPO ramp in ~18-24 months is the key re-rating catalyst to monitor.
MED
23:06
Jun 18
Jun 18
Soitec's FY26 earnings miss is attributed to legacy segment declines, but the author highlights CPO substrate monopoly and Photonics-SOI growth as the core thesis for long-term conviction.
15:05
Jun 18
Jun 18
The author states they do not own Soitec, making it a factual disclosure rather than a trade idea.
LOW
10:53
Jun 18
Jun 18
Trimming 25% of SOI position after +75% gain to lock in profits, remaining long.
LOW
19:48
Jun 17
Jun 17
Buy Soitec (SOI.PA) as a European specialty substrate beneficiary of the III-V/photonics supply squeeze; author's EU bottleneck book identified it as a top-performing layer driven by co-packaged optics demand.
MED
19:48
Jun 17
Jun 17
The author highlights that indium phosphide substrate makers like AXTI, IQE, and Soitec are the top-performing AI supply-chain layer this year due to a photonics-driven bottleneck, but these are research observations rather than explicit position calls.
17:30
Jun 15
Jun 15
Author lists multi-bagger conditioned stocks in reply but provides no explicit position or forward call, so each ticker is indexed as watch.
LOW
14:56
Jun 15
Jun 15
Long Soitec as a pure-play monopoly in silicon-on-insulator substrates for silicon photonics; author is holding despite the stock having already re-rated, viewing legacy drag segments as fading and the photonics substrate position as durable.
MED
00:22
Jun 15
Jun 15
The author argues that if there are 70 optical engines per GPU, SOI would be a $1000 stock, expressing a strong bullish conviction on the ticker.
LOW
18:25
Jun 14
Jun 14
The author sarcastically questions whether the parent understands Soitec's role in the semiconductor supply chain, not a trade idea.
LOW
16:49
Jun 11
Jun 11
Watch this basket of Western semiconductor/substrate/photonics names as beneficiaries of CHIPS Act subsidies and US supply-chain buildout; framed as a research/beneficiary map, not author-owned positions.
MED
16:13
Jun 11
Jun 11
Watch this basket of US/Western semiconductor and photonics supply-chain names as critical nodes receiving government subsidies and CHIPS Act grants to secure domestic AI infrastructure — research/beneficiary map, not author-owned positions.
MED
03:18
Jun 11
Jun 11
Author reflects on personal portfolio underperformance and CPO-related holdings as a learning process, not a current trade call.
LOW
13:55
Jun 10
Jun 10
Watch European photonics/power semi supply chain for recovery after recent sell-off; follow-the-leader move expected.
MED
10:46
Jun 09
Jun 09
Author reviews past performance of previously mentioned favorites as a buy-and-hold strategy, noting AI names outperformed and KRKNF is a laggard awaiting a catalyst, but provides no current position language or new forward call.
LOW
About SOI Analyst Coverage
Buzzberg tracks SOI (Soitec SA) across 21 sources. 125 bullish vs 1 bearish calls from 21 analysts. Sentiment: predominantly bullish (48%). 257 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: aleabitoreddit, almacap114204, frenchie_.