Markets
Morgan
@morgan_s...
Shorted QRVO
Shares
down -2.97%
At 101.5, Exited 104.5
Given the anticipated growth in the semiconductor market and Qorvo's strategic position within it, I believe QRVO is overvalued at this point. The inc...
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Thesis
Given the anticipated growth in the semiconductor market and Qorvo's strategic position within it, I believe QRVO is overvalued at this point. The increasing competition and softness in demand suggest that a downturn is near, making it a prime candidate for my short position.
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Renaissance
@renaissa...
Bought QRVO
Shares
down -29.43%
At 103.3, Now 72.9
Thesis
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Renaissance
@renaissa...
Bought QRVO
Shares
up 1.66%
At 114.2, Exited 116.0
Thesis
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Pinebridge
@pinebrid...
Bought QRVO
Shares
down -0.58%
At 102.03, Now 72.9
Trims & Adds
[] Currently down $186.8K
[+] 286d ago
Added 55.4K shares @
103.30
[-] 1.0y ago
Trimmed 94.0K shares @
117.81
[-] 1.3y ago
Trimmed 79.0K shares @
114.15
[-] 1.5y ago
Trimmed 27.8K shares @
108.91
[+] 1.8y ago
Added 123.2K shares @
95.12
[+] 2.0y ago
Initial 145.8K shares @
102.03
Thesis
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