$SLOIF 🤝
Soitec agrees with French tax authorities on settlement terms resulting in forfeiture of approximately €320m in tax loss carry-forward and cash outflow not exceeding €60m in Q3’27.
Soitec ($SOI / $SLOIF) just reminded the market why photonics remains one of the most important AI infrastructure themes.
Q1 revenue beat expectations, and Q2 guidance came in at 30%+ growth versus 4% consensus, sending the stock up 22%.
The biggest takeaway:
Photonics-SOI sales doubled YoY and now account for more than half of its Edge & Cloud AI business.
According to BofA, Soitec's engineered wafers are now becoming essential in AI data centers as networking moves beyond 800G, with companies like:
$AAOI
$COHR
positioned further downstream in the same optical ecosystem.
Even more bullish:
• Singapore 300mm fab qualified ahead of schedule
• 10+ customers have reserved capacity through FY2027+
• CPO requires several times more Photonics-SOI wafer area than traditional pluggables
While margins are still recovering due to fab utilization, demand continues to strengthen.
The AI networking buildout isn't slowing—it's becoming increasingly optical.
$SLOIF Soitec Reports First Quarter Revenue of Fiscal Year 2027
https://marketwirenews.com/stock/sloif/news/soitec-reports-first-quarter-revenue-of-fiscal-year--7210149216423155.html?utm_source=stocktwits
$SLOIF
Didn't get down to the area I wanted but going to add this week bit by bit. Ideal is to see a red day this week and add heavier.
Looking at the $SOI chart, the selloff has been a solid 40%+. That selloff started at a long time weekly FVG. So I expect a bit of choppiness here before a rise back to test that level on SOI at $200.
So SLOIF back to $226 then eventually $275. Might get 100% gains here in the next few months.
