Qorvo. Every tracked FinTwit mention of $QRVO, newest first. 21 mentions since the first on Mar 29, 2026. See the price chart.
May 2026 · 18 mentions
May 25
Wolf Capital — This is the clearest framing I've seen on why 6G isn't just "faster 5G". This is a fundamental shift in where compute lives. When every radio tower becomes an inference node, the…↗
May 25
BULL OF BRITAIN — $IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on O…↗
May 22
Vulture trades 🦅 — If you missed the first $QRVO don’t miss this one↗
Wayne Liang — So during my deep dive into Space, cross checking names that Renaissance holds, I came across only two names under $1B MC.
> $SATL (~$1.4B MC now) - I called an entry for you at ~…↗
April 2026 · 2 mentions
Apr 25
KaizenInvestor — Companies I’m going to look into this weekend:
$HIMX
$ENSI
$MEMS
$TRT
$VICR
$FTC
$LPKF
$SHMD
$NOC
$QRVO
$WOLF
If you don’t want to waste a lot of tile on researching new companie…↗
Apr 18
Jason Luongo — Electronics & Semiconductors
• $QRVO ($82.11) — SATCOM beamformer ICs for phased-array terminals and satellite payloads. Pending Skyworks merger creates a $22B RF platform.
• $AD…↗
March 2026 · 1 mention
Mar 29
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗