$SOI is up over 300% YTD. Soitec is the foundation wafer under every silicon pho

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$SOI is up over 300% YTD. Soitec is the foundation wafer under every silicon pho

· @kawzinvests

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$SOI is up over 300% YTD. Soitec is the foundation wafer under every silicon photonics chip in the world. TSMC, GlobalFoundries, and Tower Semi all run on their Photonics-SOI. Management says it is in every new AI data center. Revenue from it compounds at 25% per year through

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