SLOIY
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by Convequity 2mo ago
LONG2mo ago
“after Nvidia bought Groq, that they were going to benefit dramatically … This name has gone up fivefold in 3 months. It's part of the advanced packaging one.”Jordi Visser
Soitec benefits dramatically from advanced packaging after Nvidia bought Groq; up fivefold
SLOIYLONG@ $103.21
$59.64-42.21%
since call May 10
LONG2mo ago
“Soitec sits on the other side of the architectural divide: it supplies Photonics-SOI substrates for silicon photonics platforms…”Convequity
Soitec's Photonics-SOI is the scalable substrate for silicon photonics and trades cheap vs AXTI
SLOIYLONG@ $74.94
$59.64-20.41%
since call May 4