Qorvo: The Defense Angle No One Sees

Qorvo (NASDAQ: QRVO ) hasn't been a traditionally exciting stock for investors. Shares can be picked up in the $90 range and have found themselves up over 12% across the last three months. The stock is still making its slow recovery from theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI b ...