Who mentions $QRVO most on Surfaced?

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 addressable market for edge AI explodes. The infrastructure layer is being laid right now. $ERIC $NOK $ASTS $QCOM $QRVO

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@photonbullMay 25, 2026 · 8:13 PM

Edge AI means running inference where the data is born, not shipping it to a distant cloud. The catch has always been the link between them. An agent reacting to the physical world still makes a round trip to a hyperscale data center, and 5G was never built for the latency, uplink, and reliability that real time agents demand. 6G closes that gap by design. It is AI native, with compute and inference embedded in the radio network itself, so base stations stop being dumb pipes and become the edge. MWC 2026 pulled this forward from a 2030 story to something already being built on top of 5G. The addressable compute footprint stops being a few hundred data centers and becomes millions of radio sites. Five large cap names I like with direct exposure: > $ERIC: A RAN prime building AI native 6G with Intel, direct beneficiary of the upgrade cycle. > $NOK: Nvidia backed, co developing AI RAN and embedding AI into base towers. The cheapest direct RAN expression. > $ASTS: The non terrestrial layer of 6G. Direct to device broadband from low orbit to unmodified phones, with 50 plus operator agreements, extending the network and its coverage edge beyond terrestrial towers to anywhere. > $QCOM: Edge and on device AI silicon plus the modem stack agents actually run on. > $QRVO: RF front end. New 6G spectrum and sub THz mean more radio content per device, and it is the smallest cap of the group.

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@bullofbritainMay 25, 2026 · 4:30 PM

$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 Open and Secure AI-Native Platforms " 6G is the next big telco capex cycle and everyone else seems to be focusing on Physical AI. The supply chain - Tier 4 Operators: $BT, $DT , $TMUS , $SKM - Tier 3 OEMs: $NOK, $ERIC, Samsung Networks - Tier 2 Chips: $MTSI, $QRVO, $LITE - Tier 1 Wafers: $IQE Why IQE is the biggest Photonics beneficary of 6G > IQE manufactures epi wafers for all four of the III-V families (GaAs, InP, GaN, and GaSb), with both MOCVD and MBE capabilities. > That breadth matters here because the 6G frontend doesn't use one material, it uses several layered together, and IQE is the only independent supplier that can sell into all of them from one footprint. > In April 2026. $MTSI led an £81M investment into $IQE. That is 83% of IQE's annual revenue. > Their telecom is up +41% YoY in FY25. We know this for a fact. That wafer demand prints onto future quarters.

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@vulturetradesMay 22, 2026 · 3:38 PM

If you missed the first $QRVO don’t miss this one

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@vulturetradesMay 22, 2026 · 3:38 PM

$QRVO 130 Call 7/17 at 1.75 🚨

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@cobraalertsMay 22, 2026 · 3:31 PM

$QRVO 130 CALL 7/17 @ 1.85 🚨🐍

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@cobraalertsMay 22, 2026 · 3:31 PM

$QRVO 130 CALL 7/17 @ 1.85 🚨

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@vulturetradesMay 22, 2026 · 2:45 PM

$QRVO 100% in 10 minutes 😂😂 1.45 to 2.85 You’ll never see anything like this on another X page. https://t.co/eOu7htEpgZ

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@vulturetradesMay 22, 2026 · 2:41 PM

$QRVO has an identical setup to $SWKS this can explode

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@vulturetradesMay 22, 2026 · 2:38 PM

$QRVO completely mispriced these shot to 2.45 in 5 minutes wow https://t.co/6glDEexxj7

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@vulturetradesMay 22, 2026 · 2:33 PM

$QRVO contracts completely mispriced sniper entry

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@cobraalertsMay 22, 2026 · 2:32 PM

$QRVO LOOKS AMAZING (slept on)

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@vulturetradesMay 22, 2026 · 2:32 PM

$QRVO A+ setup can run all day

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@vulturetradesMay 22, 2026 · 2:31 PM

$QRVO 115 Call 6/18 here 🚨

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@vulturetradesMay 22, 2026 · 2:31 PM

High Confidence 🚨 $QRVO 115 Call 6/18 at 1.45

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@cobraalertsMay 22, 2026 · 2:31 PM

IM IN $QRVO 115 CALL 6/18 @ 1.45 🚨🐍

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@vulturetradesMay 22, 2026 · 2:31 PM

$QRVO 115 Call 6/18 at 1.45 🚨

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@cobraalertsMay 22, 2026 · 2:30 PM

$QRVO 115 CALL 6/18 @ 1.45 🚨🐍

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@wliangMay 19, 2026 · 5:37 PM

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 ~$3, now it's ~$9.60 (I hope you’re enjoying that 3x+). > And $AMPG. Currently sitting at ~$98M MC. (While I remain bullish on both names, I’ll lightly compare the two for the sake of this post) The interesting part is the actual fundamentals behind it, backed by numbers... $AMPG is debt-free (very rare for small caps), 165% revenue growth in 2025, $50M revenue guidance, with a $20M+ backlog. Imagine revenue being half your market cap… that’s asymmetry. $AMPG is generating ~14x more revenue per dollar of MC than $SATL at this very moment. Meaning, they have similar revenue, but $SATL is trading at 14x more. I can see why it's the only space-related name RenTec holds under $1B MC... it also has multi-sector exposure, (satellite, 5G, defense, quantum) making it a multi-thesis bet. And you know me, I love those valuation gap fills. If $AMPG scales towards $SATL's ~$1.4B MC, that's quite literally 14x from here. And if you want direct product competitors, there's even more asymmetry (mind you $AMPG is in a unique position in its own unusual niche): > $MTSI offers the same products and end markets. Sitting at ~$27B MC. > $QRVO is a major RF/microwave competitor as well, which currently sits at ~$8B MC. > From the defense aspect, $LHX is the most vertically integrated comparison at ~$58B MC. As for technicals, using https://t.co/r8G8UwUxO6 indicators, we just got the third BD (final buy-signal) on the Weekly timeframe. We've seen how this usually plays out. I started a position after my research. Will ride this for a while. As usual, NFA.

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@kaizen_investorApr 25, 2026 · 1:53 PM

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 companies, here is my method 👇

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@jasonl_capitalApr 18, 2026 · 10:33 PM

Electronics & Semiconductors • $QRVO ($82.11) — SATCOM beamformer ICs for phased-array terminals and satellite payloads. Pending Skyworks merger creates a $22B RF platform. • $ADI ($372.48) — Precision analog and beamforming silicon with a dedicated Commercial Space Products program qualified for LEO and GEO missions. • $COHR ($347.47) — Laser-based optical interconnects for satellite-to-satellite and ground comms. Pentagon building laser comms into next-gen space architecture. Nvidia just took a $2B stake.

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@stocksavvyshayApr 18, 2026 · 1:29 PM

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

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@kaizen_investorMar 29, 2026 · 1:15 PM

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 things about these stocks on X but the financials don't back them up. Those companies are characterized by - stagnating/declining revenues - shrinking gross profit margins - loss making quarters - burning free cash flow I'm not an expert in the photonics supply chain but bottlenecks are often characterized by surging revenues and growing gross profit margins. These are not (yet) to be seen at these companies. A lot of people talk about these stocks because they are so volatile. Investors love putting screenshots of a +20% day on their timeline. I'm not saying you can't invest in these companies but be aware that these are moonshot investments. 1 or 2 of these companies will go to the moon, the rest will fail. If you really want to, allocate a small portion of your portfolio to these stocks. And no, I'm not calling out your favorite photonics investor. If you read their posts closely, they mention that they only allocate small portions to these small-caps.

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