Theme · AI Semis Layer 5 Conviction · LOW Held

Soitec

EURONEXT:SOI

Structural picks-and-shovel position in the AI Semis supply chain, Layer 5. Research deep-dive pending.

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

HOLD — no live signal change today.

→ Hold core position. Re-add at 34/50 EMA on any meaningful pullback.

Live price

—

22 May

Theme

AI Semis

Layer 5

Conviction

LOW

—

RSI 14

—

% return

+139.7%

1 acct

2×ATR stop

—

Tactical stop

Held position Open position across 1 account

IBKR qty

7,100

Total MV

$1.3M

Avg cost

$—

P&L

+139.7%

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · EURONEXT:SOI