Theme · live manifest · live theme JSON
Edge AI Long '24: Device Connectivity
3 tickers · $27.40B total market cap
Group: Edge AI Long
The current thesis for Edge AI in device connectivity is bullish, driven by the increasing demand for advanced connectivity solutions to support AI functionalities on edge devices. Companies like Skyworks Solutions (SWKS), Qorvo (QRVO), and MaxLinear (MXL) are well-positioned to capitalize on this trend as they provide essential components for enhancing device communication capabilities. The proliferation of AI-driven applications on mobile and IoT devices is expected to drive significant growth for these companies.
Edge AI Long '24: Device Connectivity tracks 3 publicly listed stocks in this theme: MXL, QRVO, SWKS. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Skyworks Solutions, Inc.SWKS | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 8.92% | -5.64% | 19.11% | 8.28% | $10.58B | 33.3333 |
MaxLinear, Inc.MXL | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -9.96% | 77.99% | 97.41% | 57.26% | $8.49B | 33.3333 |
Qorvo, Inc.QRVO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -5.68% | -3.88% | 23.35% | 6.33% | $8.32B | 33.3333 |
| Average | -2.24% | 22.82% | 46.62% | 23.96% | $9.13B | 33.3333 | ||
| Median | -5.68% | -3.88% | 23.35% | 8.28% | $8.49B | 33.3333 | ||
| Std Dev | 8.08% | 39.01% | 35.95% | 23.56% | $1.03B | 0.0% | ||
| Min | -9.96% | -5.64% | 19.11% | 6.33% | $8.32B | 33.3333 | ||
| Max | 8.92% | 77.99% | 97.41% | 57.26% | $10.58B | 33.3333 | ||
| % Positive Tickers | 33.33% | 33.33% | 100.00% | 100.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.