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SOI6 mentions · Related stocks tracker
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People we track who have mentioned this stock — their take and the move.
The post notes a global market correction with sharp falls in Asian indices and specific h
Dropped 30-40% in the correction, illustrating the severe impact on high-beta stocks.
Source: X / @aleabitoreddit ↗The author discusses recent losses in photonics-focused holdings, mentions specific ticker
Mentioned alongside other photonics names; author implies long-term supercycle thesis applies.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
European bank analysts called it overvalued, but thesis proved correct.
Source: X / @aleabitoreddit ↗The author recaps core European long positions across photonics, semiconductors, and edge
Pure monopoly in silicon photonics SOI substrates; exiting legacy drag segments.
Source: X / @aleabitoreddit ↗The author shares that while their portfolio is up +3,612.10% YTD, they are still learning
Mentioned as a CPO-related stock experiencing pullback, but author treats this as a learning case and does not explicitly assign bullish or bearish stance.
Source: X / @aleabitoreddit ↗NVDA CEO highlights Silicon Photonics with memory, implying massive supply needs; bullish
Mentioned as part of the SiPh supply chain, likely to gain from increased demand.
Source: X / @aleabitoreddit ↗
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