These prices are an anti-perfect storm.
Growth stocks hammered as people look for reopening value.
Valued on trailing earnings just before it hits a nonlinear growth point.
Best in class answer to 5G and high end WiFi. Given the number of recruiters that have hit me up to become a filter designer again, the advantages of their software and design patents would make it reasonable for them to bundle licenses to designs with contract design services. Skyworks, Qorvo, RF360, and others are all facing brick walls hiring SAW/BAW filter people. Severalof them have said in their financials that that are human resource limited across their engineering needs and it is limiting growth.
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