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$SLYY

Soitec
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Soitec specializes in manufacturing semiconductor materials for electronic devices.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Sikand: Soitec monopoly on silicon photonics wafers for CPO is a multi-bagger▾

Soitec's photonics SOI wafers are required for every co-packaged optics module (4x content vs pluggable transceivers); qualified at all three major foundries (TSMC, Tower, etc.); trading at 2.9x EV/revenue due to cyclical mobile RF downturn, historically 5x higher.

michael sikandT2Michael Sikand2026-03-24
confidence 78 / 100impact High
key themes
  • Networking & Optical Infrastructure100%
  • Memory & Storage100%
  • Grid & Power Infrastructure100%

bull thesis · 1

91 / 100
  • •Sikand: Soitec monopoly on silicon photonics wafers for CPO is a multi-bagger

bear thesis · 0

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mentions · 1

Michael SikandI Asked Jensen Huang What AI Stocks He's Buying At Nvidia GTC1 mentions · 1▲ 0▼ 0○ · 6 months ago
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