To The Moon

$Skyworks Solutions(SWKS)$ announced its Q1 FY25 results after the bell on Feb. 5, and two big moves sent the stock tumbling 24.2%.While its Q1 results were solid, with profit metrics exceeding expectations, there was a huge change in guidance -- management announced that its largest customer ( $Apple(AAPL)$ ) would be choosing dual-sourcing for its future wireless RF suppliers, replacing its previous single-sourcing to replace the previous single-source (Skyworks) , and as a result expects a potential Mid to high teens YoY decline in sales for its largest business unit.In addition, the company announced the replacement of its interim CEO with the appointment of interim CEOPhilip Brace from Inseego (INSG)

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