SOI · Solaris Oilfield Infrastructure, Inc.Solaris Oilfield Infrastructure, Inc.

Institutions are accumulating silicon photonics plays ($SOI, $IQE) as structural chokepoints in AI, validating the user's earlier thesis.

Markets validating previous thesis on silicon photonic substrates and glass core substrates as SOI and LPK rise.

CPO sector poised for explosive growth from ~$164M in 2026 to $91B by 2028 driven by NVDA's architectural shift, with SIVE and SOI as key beneficiaries.

CPO supercycle is beginning, with massive supply-demand imbalance starting H2 2026, benefiting high-beta exposure tickers like SIVE, TSEM, SOI.

CPO represents a massive TAM expansion for photonics, benefiting new optical companies like $SIVE and $SOI that were not as exposed to previous pluggable transceiver cycles.

Nomura initiates coverage on SOI with a EUR 250 price target, significantly higher than the author's entry price of ~€43, validating the earlier bullish thesis.

European media underestimates $RPI, $SOI, and $SIVE; each are hitting YTD highs with triple digit returns and expected to continue delivering record growth driven by AI, SiPH, and CPO.

SOI experienced a macro-driven correction due to Iran war tensions, but fundamentals remain unchanged, presenting a buying opportunity for higher highs.

Buy these stocks at the bottom for full supercycle exposure as markets are forward-looking and will price in future scaling from 2026 to 2028.

CPO (co-packaged optics) is the #1 thematic long with TAM going from $0 to $91B. New dominant players in non-US markets (Europe: SIVE, SOI) and existing US players (LITE, COHR) stand to benefit. Legacy pluggable revenue faces cannibalization, but pure-play CPO names will surge once mass production starts.

Downstream foundry capacity squeeze driven by TSEM prepayment signals immense demand for raw substrates, benefiting SOI with more revenue.

European photonics companies SIVE, IQE, and SOI are core players hitting double digit recoveries; dips are likely to be bought out.

AI capex growth to $3-$4 trillion annually by 2030 will benefit companies controlling key AI buildout components: photonics, silicon photonics, laser chokepoints, epiwafer supply chains, neoclouds, and memory.

多个实质性垄断标的被列为重点关注，包括MSSCORP、SOI、NGK、AXTI，其中$SIVE逻辑类似，已打入顶尖CPO设计体系。同时提示$HIMX未来存在被踢出局（design out）的风险，但短期内仍有机会。

Soitec (SOI) is up 4X+ since long position, with earnings up 15%+. Company reorganization to meet photonics substrate demand signals continued growth opportunity over next two years.

Reaffirms long thesis on SOI after significant price appreciation, dismissing media criticism.

Despite negative European media coverage, $SOI has risen over 340%. The poster implies that shorting frontier companies is misguided and that the stock has growth potential.

Cyclical slump in 2025 with XFAB dragged down near asset replacement value, and legacy automotive cycle near bottom for Melexis/SOI, allowing growth verticals to carry valuations.

Europe's strategic focus on CPO/photonics for AI data centers and niche advanced packaging makes $SOI and $SIVE critical players for sovereign supply chain resilience.

Upstream semi supply chain companies like SIVE (CPO lasers) and SOI (Silicon Photonics substrates) will benefit from massive hyperscaler capex spending, revised up by Goldman to $5.3T for 2025-2030, with aggregate estimates reaching $7.6T between 2026 and 2031.