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Time Author Thesis Company / ticker Signal Since call Position Source
14:51
Oct 19
mkfilko
IQE still called undervalued
Endorses the parent-mentioned companies by saying all of them, including IQE, are still undervalued; expresses an explicit bullish valuation view.
IQE IQE plc Long — —
08:24
Oct 07
mkfilko
IQE long on photonics pricing power News
Buy IQE as a merchant epitaxy supplier gaining pricing power from photonics BOM shifts away from memory, with reported shortages at Lumentum's investor day and Jeffries noting BOM changes; margin upside comparable to Taiwanese peer Landmark Optoelectronics.
IQE IQE plc Long — —
08:31
Oct 05
mkfilko
IQE breakout with depressed valuation vs peers News
Buy IQE as a technical breakout from a 6-month pennant on rising volume coincides with sector demand signals — LITE sold out and US restrictions on Chinese optical parts — while IQE trades at a depressed valuation versus peers like Landmark Optoelectronics.
IQE IQE plc Long — —
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About IQE Investor Commentary

Across the available history and selected sources, Buzzberg tracks IQE (IQE plc) across 35 sources: 288 bullish vs 1 bearish calls from 30 authors. Historical directional balance: 44% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 659 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 1 other directions. Latest voices: mkfilko.