Loop Capital analyst John Donovan names Qorvo (QRVO) to the firm’s 2024 Best Ideas list, stating that the company has made content gains in the Apple (AAPL) smartphone ecosystem that appear to be “sustainable and measurable”. Qorvo is also well positioned in the Android space, the firm adds, stating that competition in the Chinese market for Qorvo-like solutions limits them to China use.
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