SOI Soitec SA Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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03:39
Jun 04
Jun 04
Watch SOI as a silicon photonics substrate beneficiary of the AI infrastructure buildout; the tweet is a thematic read-through, not an author-owned pick.
MED
14:33
Jun 03
Jun 03
Monitor SOI as Europe prioritizes niche monopolies and supply chain resilience in AI/photonics infrastructure.
MED
14:14
Jun 03
Jun 03
Watch SOI (Soitec) as an EU policy-endorsed SOI wafer leader explicitly cited in the EU Chips Act 2.0 structural analysis — policy recognition is a thematic tailwind, not an author-owned call.
MED
05:42
Jun 03
Jun 03
Monitor SOI and NOK as established players in the pre-volume production funding/revenue incentive landscape; no position taken.
MED
05:20
Jun 03
Jun 03
Author is bullish on photonics and AI infrastructure based on Marvell CEO's Computex CPO thesis and supply-chain confirmations, but lists beneficiaries as a research basket rather than explicit positions.
13:47
Jun 02
Jun 02
Long Soitec (SOI) — author discloses a current position with 250% gains, implying continued holding. SOI holds a near-monopoly on SOI photonics wafer substrates supplied to TSMC, Samsung, GlobalFoundries, and Tower Semi, with growing EU strategic attention.
MED
07:22
Jun 02
Jun 02
Author makes a macro bullish case for French tech stocks as undervalued AI beneficiaries with nuclear energy and sovereign capital catalysts, explicitly stating "Long France" and listing Schneider Electric as a confirmed direct beneficiary.
16:37
Jun 01
Jun 01
Watch Soitec (SOI) — author appears to hold a position entered around €44 and notes resilience despite a 17% single-day drop, but issues no explicit forward buy call or new entry signal.
MED
15:13
Jun 01
Jun 01
Author thanks IQE for being green and notes past long entry at $12-13, but the tweet is a historical past-tense description and supply-chain context, not a new position call.
LOW
09:22
Jun 01
Jun 01
Avoid SOI near-term: Frenchie notes SOI is the lone pullback in the FrenchTech/AI infra rally, pressured by a potential downward revision to InP demand; negative read-through, not a clean short position.
MED
08:32
Jun 01
Jun 01
Watch SOI as a read-through comparator — same ownership-rotation dynamic (local retail/shorts overwhelmed by US institutional buying) already played out with a 4x move; cited as precedent for SIVE thesis.
MED
07:46
Jun 01
Jun 01
Author provides cyclical slump analysis and valuation estimates for XFAB, Melexis, and SOI but does not state a current position or forward call.
LOW
06:15
May 31
May 31
The author maps SoftBank's €75B France AI investment to a tiered beneficiary list of data center, electrical, and semiconductor stocks but does not state a personal position or explicit forward call, making this a watchlist research summary.
01:31
May 31
May 31
Watch SOI as a secondary node in the chokepoint supply-chain sequence alongside AXTI; supply-chain mapping framing without explicit current position language defaults to watch.
MED
14:59
May 30
May 30
The author praises another analyst's track record and highlights French government semiconductor funding but does not state a personal position or forward-looking trade call.
LOW
14:37
May 29
May 29
Avoid Soitec because its ability to fill fabs is limited by CPO laser production constraints, making spare capacity plays in Power Semi more attractive.
MED
13:09
May 29
May 29
The author agrees with a parent post praising Soitec's market position but does not state a personal position or forward-looking trade.
17:53
May 28
May 28
Soitec ($SOI) earnings released; stock up 25% to €192. Fundamental event (earnings), no directional view from speaker.
LOW
17:51
May 28
May 28
The author announces that SOI earnings are finally out with a link to the report, providing no personal forward-looking view or trade idea.
LOW
17:36
May 28
May 28
The author highlights a 255% gain on Soitec and expresses continued confidence in future trade performance.
17:18
May 28
May 28
The author defends SOI's price action by arguing frontier tech names trade on narrative and optionality, not traditional valuation metrics, but does not state a personal position.
LOW
17:13
May 28
May 28
Author defends SOI against negative coverage and shorting by Europeans, citing its 340%+ rally as evidence of misplaced bearishness.
LOW
17:11
May 28
May 28
The author notes that everyone in France is advising to short Soitec, but this is a contrarian sentiment observation rather than their own position.
LOW
17:10
May 28
May 28
The author sarcastically notes that everyone in France sells Soitec, contrasting with the parent context showing a 342% gain since negative media coverage.
LOW
17:09
May 28
May 28
Author highlights that SOI has risen 342% since European media called it overvalued, but this is a past-tense factual claim, not a current position.
LOW
16:43
May 28
May 28
Author confirms they hold positions in TSEM, SOI, ALMU, and LPK and notes all are up massively since their earlier post, reinforcing a bullish outlook.
15:19
May 28
May 28
The author expresses shock and confusion over SOI's explosive price growth and asks for news, indicating no directional position.
LOW
15:00
May 28
May 28
Author criticizes media slander against past stock picks and highlights earnings beats, but does not state a current position or forward call.
LOW
14:42
May 28
May 28
Author highlights Solaria (SOI) as part of a French tech sovereignty basket, citing the European Chips Act as a forward regulatory catalyst. Performance-celebration context; no explicit position size or entry.
LOW
12:53
May 28
May 28
The author boasts a validated track record of bullish European equity theses, including RPI, LPK, SOI, SIVE, IQE, ALRIB, and now XFAB at $9, signaling strong conviction in these photonics and AI hardware plays.
About SOI Analyst Coverage
Buzzberg tracks SOI (Soitec SA) across 16 sources. 117 bullish vs 1 bearish calls from 16 analysts. Sentiment: predominantly bullish (55%). 212 total trade ideas tracked.