Wow $SOI is now the 16th name... I've done a mininthesis post on that returned over 100% Year to Date. The most recent two were $ALRIB and $RPI. Why does everything around me keep doubling? https://t.co/ttgmKWEhhU
@Smallcapscat1 true… I did help out other semis like $RPI. That stock almost returned triple digits too. Knight Serenity sounds kinda cool
Pls stop tagging me in stuff where random retail investors or journalists tries doing an analysis on $AXTI or $SIVE. For $AXTI: Majority of folks have 0 clue what they’re talking about. Samsung Foundry or $LITE InP fab are completely different parts of the supply chain and this is like conflating NAND and DRAM as memory. Even talking about Sumitomo displacing AXT means they don’t understand the upstream extraction/processing/crucible bottlenecks that InP substrate level players like $COHR or Sumitomo don’t do. For $SIVE: This is mass inflection point of CPO scale up 2027 onwards. I have idiots out there with no understanding of photonics looking at gross margin, burn rate, and former revenue numbers for previous years or even the current year. For the biggest architectural inflection 2027 onwards. If you look at $MRVL Celestial point its starting volume ramp 2027 and exponentially increasing 2028, 2029. That’s why I said $SIVE can be a $10B+ company one day since it’s looking at forward growth and this is the earliest out on. What I do is find alpha: This is what markets might have mispriced like all the analysts saying 14-17% fwd growth with $RPI. Then I modeled 55% and it turned out to be 58%. One is a photonics bottleneck for a reason. The other is designed into Jabil and Celestial for a reason.
