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SOITEC · Soitec S.A.Soitec S.A.
🔬 AVGO CEO's comments delaying CPO are misinterpreted; CPO delay extends life of pluggable transceivers, bullish for AAOI, bearish for Soitec
high convictionFirst mentioned Mar 5, 2026
AVGO CEO's comments delaying CPO are misinterpreted; CPO delay extends life of pluggable transceivers, bullish for AAOI, bearish for Soitec.
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$189.80
via cornerstones
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entry Mar 5, 2026
Thesis Lifecycle
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openedMar 5, 2026
AVGO CEO's comments delaying CPO are misinterpreted; CPO delay extends life of pluggable transceivers, bullish for AAOI, bearish for Soitec.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.