SOI · Solaris Oilfield Infrastructure, Inc.Solaris Oilfield Infrastructure, Inc.
📋 Despite negative European media coverage, $SOI has risen over 340%
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.
Evidence & details
- +Price up hundreds of percent since original idea
- ⚡Earnings beat
- −Media skepticism
Chart
Post Timeline · 9 posts
@Frenchie_ Basically, so much negative coverage on $SOI just for it to go up 340%+ afterward. It’s weird Europeans keep shorting their own frontier companies, rather than just letting it grow.
Thesis: 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.
Always a good time interacting with European outlets. Back at $44 EUR, European media said $SOI was an: - -“overvalued stock” - “buying now would undoubtedly be a big timing errors” - “purely speculative bases” And traditions analysts had no clue why it had risen. $SOI is n…
Thesis: European media criticism of $SOI was wrong; stock is up 342% since then.
@x4tsr Yeah, well deserved victory lap that it’s now up hundreds of percent since European media kept shtting on my $SOI idea.
Thesis: Reaffirms long thesis on SOI after significant price appreciation, dismissing media criticism.
Oh look, $SOI is now up 4X+ since I went long. And another 15%+ after earnings. Despite media“analysts”claiming there was nothing new with Soitec. The fact they’re trying to reorganize the company to answer demand for SOI substrates for photonics. It’s a pretty positive rea…
Thesis: 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.
几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。 - $SOI：主导绝缘体上硅 (SOI) 衬底市场。 - NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。 - $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。 像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭 $SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系…
Thesis: 多个实质性垄断标的被列为重点关注，包括MSSCORP、SOI、NGK、AXTI，其中$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。
AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> …
Thesis: 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, an…
People wonder why I'm focusing on non-US markets recently. Why? CPO is my #1 thematic long. Markets don't know yet, the sudden paradigm shift in photonics... I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on…
Thesis: 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. Legac…
Just 3 months ago, European media called my $RPI thesis: "A Meme Stock" where earnings isn't factored into decisions. 2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis". This month it's $SIVE is "nothing special with Sivers or CPO, it's been around …
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.
@AtlasShrug1 I’d say that analyst didn’t know what they were talking about then with $SOI if it trades at 1x book value, 2x P/S and is a monopoly over cpo. Not everyone has domain expertise in photonic supply chains
Thesis: Contrarian view that $SOI is undervalued at 1x book value and 2x P/S, and it holds a monopoly over CPO.
SOI has a monopoly over substrates needed for silicon photonics, making it a key player in the space. American ownership or awareness could prevent technology transfer issues.
source ↗Bullish on AI infrastructure plays: SIVE for CPO/1.6T lasers, LPK for glass core substrates, HPS.A and SOI for optical test/packaging, driven by CPU bottleneck and AI inference demand from earlier thread context.
source ↗Institutions are accumulating silicon photonics plays ($SOI, $IQE) as structural chokepoints in AI, validating the user's earlier thesis.
source ↗Markets validating previous thesis on silicon photonic substrates and glass core substrates as SOI and LPK rise.
source ↗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.
source ↗CPO supercycle is beginning, with massive supply-demand imbalance starting H2 2026, benefiting high-beta exposure tickers like SIVE, TSEM, SOI.
source ↗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.
source ↗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.
source ↗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.
source ↗SOI experienced a macro-driven correction due to Iran war tensions, but fundamentals remain unchanged, presenting a buying opportunity for higher highs.
source ↗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.
source ↗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.
source ↗Downstream foundry capacity squeeze driven by TSEM prepayment signals immense demand for raw substrates, benefiting SOI with more revenue.
source ↗European photonics companies SIVE, IQE, and SOI are core players hitting double digit recoveries; dips are likely to be bought out.
source ↗AI capex growth to $3-$4 trillion annually by 2030 will benefit companies controlling key AI buildout components: photonics, silicon photonics, laser chokepoints, epiwafer supply chains, neoclouds, and memory.
source ↗多个实质性垄断标的被列为重点关注，包括MSSCORP、SOI、NGK、AXTI，其中$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。
source ↗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.
source ↗Reaffirms long thesis on SOI after significant price appreciation, dismissing media criticism.
source ↗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.
source ↗