作为过去成功想法被重申，自首次推荐以来已上涨超过175%。
原文（帖子真实语言）
Reiterated as a successful past idea, having gained over 175% since the original call was shared.
作为CPO相关股票，近期经历大幅回撤，导致投资组合表现不佳，促使重新评估市场定价。
原文（帖子真实语言）
CPO-related stocks experiencing significant drawdowns, contributing to portfolio disappointment and prompting market pricing re-evaluation.
预计作为欧洲光子/功率半导体供应链组成部分，在近期抛售之后将回升。
原文（帖子真实语言）
Expected to recover as European photonics/power semiconductor supply chain components after a recent sell-off.
作为上游硅光子供应商，有望受益于NVIDIA‘难以想象’的需求，市场前景看好。
原文（帖子真实语言）
Upstream Silicon Photonics supplier poised for 'beyond imagination' demand from NVIDIA, driving a bullish read-through.
SOI因其在硅光子技术中的关键作用而受到青睐，这是未来数据传输的重要领域。
原文（帖子真实语言）
SOI is favored for its crucial role in silicon photonics technology, a key area for future data transmission.
KOL提及这些股票，称其过往看涨观点已获证实，驳斥了反对者。
原文（帖子真实语言）
KOL cites these tickers as examples where his past bullish views were vindicated against detractors.
被认为是硅光子衬底的关键“瓶颈”供应商，受AI领域大规模超大规模计算公司资本支出驱动。
原文（帖子真实语言）
Identified as a critical 'chokepoint' supplier for Silicon Photonics substrates, driven by massive hyperscaler capex in AI.
SOI被视为欧洲AI供应链的关键参与者，专注于CPO/光子学和先进封装，有望获得政策支持。
原文（帖子真实语言）
SOI is critical for Europe's AI supply chain, focusing on CPO/Photonics and advanced packaging, attracting policy support.
SOI被提及为SOI晶圆的知名参与者，该领域欧盟在全球具有相对较强的地位。
原文（帖子真实语言）
SOI is mentioned as a notable player in SOI wafers, an area where the EU holds a relatively strong global position.
被提及为一家已成熟的参与者，暗示其不太直接符合针对预量产的新政策激励。
原文（帖子真实语言）
Mentioned as an already established player, implying it is less directly targeted by new policy incentives for pre-volume production.
KOL持有SOI的盈利头寸，并对市场低估其价值感到惊讶。
原文（帖子真实语言）
The KOL holds a profitable position in SOI, expressing surprise that the market has overlooked its value.
SOI 已上涨数百个百分点，证实了 KOL 最初的看涨判断，尽管欧洲媒体曾持批评态度。
原文（帖子真实语言）
SOI has risen hundreds of percent, validating the KOL's original bullish call despite earlier European media criticism.
Soitec正在重组以满足对光子学关键的SOI衬底日益增长的需求，预示着未来两年将有强劲增长。
原文（帖子真实语言）
Soitec is reorganizing to meet rising demand for SOI substrates crucial for photonics, signaling strong growth over the next two years.
被提及作为一个比较案例，其市净率较低但高增长领域被传统业务拖累。
原文（帖子真实语言）
Mentioned as a comparative example of a stock with a low P/B but high growth verticals obscured by legacy segments.
重申先前对SOI的看涨观点已成功，指出尽管机构曾批评，其股价仍大幅上涨。
原文（帖子真实语言）
Reiterates a successful prior long call on SOI, noting its significant price appreciation despite initial institutional criticism.
KOL现有长期持仓因其入选欧盟芯片法案2期资助蓝图而得到确认，预示着潜在支持。
原文（帖子真实语言）
KOL's existing long position is affirmed by its inclusion in the EU Chips Act 2 funding blueprint, indicating potential support.
SOI有望保持其垄断市场地位，并将在前期上涨后继续强劲表现。
原文（帖子真实语言）
SOI is expected to maintain its monopolistic market position and continue its strong performance despite prior gains.
被引述其在市场反转前的低市净率，与XFAB当前状态进行比较。
原文（帖子真实语言）
Referenced for its low P/B valuation prior to a market reversal, drawing a comparison to XFAB's current state.
被KOL引用为曾分享观点并帮助读者建立投资信念与逻辑的公司。
原文（帖子真实语言）
Cited as a company the KOL has shared many views on, helping readers build their own investment conviction and logic.
被提及为一只散户在机构发布看跌观点后“恐慌性抛售”，随后上涨3-15倍的股票。
原文（帖子真实语言）
Mentioned as a stock retail 'paper handed' after institutions posted bearish views, which subsequently rose 3x-15x+.
KOL回顾此前在40美元看多SOI，该持仓曾引起媒体关注。
原文（帖子真实语言）
The KOL recalls a past long position on SOI at $40, which garnered media attention.
主导绝缘体上硅 (SOI) 衬底市场，构筑实质性垄断。
原文（帖子真实语言）
Dominates the Silicon-On-Insulator (SOI) substrate market, establishing a substantive monopoly.
掌控AI建设中的硅光子学，是巨额AI资本支出的关键受益者。
原文（帖子真实语言）
Controls silicon photonics for AI buildout, key to benefiting from significant AI capex.
Soitec (SOI)被引用为一个有价值的早期投资理念示例，实现了显著回报。
原文（帖子真实语言）
Soitec (SOI) is cited as an example of a valuable, early-identified investment idea that saw significant returns.
作为欧洲关键量子/光学/玻璃瓶颈企业，需求旺盛。
原文（帖子真实语言）
Positioned as a critical European quantum/optical/glass chokepoint experiencing high demand.
被引用为KOL提供给散户投资者以帮助他们成功的投资理念之一。
原文（帖子真实语言）
Cited as an example of a successful investment idea the KOL provides to help retail investors succeed.