The app for independent voices
Great synthesis of the pitch. And thanks for the shoutout.
Soitec at €54.00 $SLOIF / $soi.pa is the clearest photonics multi-bagger we see right now.
After spending 36 hours at Nvidia GTC studying networking & CPO...
Soitec is now my third largest asymmetrical bet, behind AAOI and KRKNF. Here's why I have steel conviction.
Soitec owns 95%+ market share in Photonics-SOI wafer, the substrate undern…
Mar 26
at
9:42 PM