SOIT
1Bull0Bear0Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
SOIT is net bullish (1 bull · 0 bear)
SOIT is critical for Europe's sovereign supply chain resilience in CPO/Photonics for AI data centers and advanced packaging.
Last spoke: 06/03/2026, 14:33 · conviction 5/10
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- Europe has no chance of competing with the US regarding the AI race. But what they can do is strengthen their niche monopolies/chokepoints, and sovereign supply chain resilience. I think they're starting to realize how critical players like $SOI and $SIVE are to Europe tho. Which is why they put CPO/Photonics for AI DCs, and niche advanced packaging players on their focus policy.
Ongoing takes on other optical names too
Beyond SOIT, his viewpoint library also covers: