منبع: Seeking Alpha
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Credo: Don't Get Left Behind, AI Expansion Is Just Beginning
Quad 7 Capital suggested investors wait, especially for a buy sub-$200, which recently triggered, generating substantial short-term returns. Credo Technology is still viewed as a buy; core thesis is driven by its expanding role in AI infrastructure, leveraging serializer/de-serializer technology and the recent DustPhotonics acquisition to address high-speed, energy-efficient data transmission. CRDO's fiscal 2026 delivered records, crushing consensus and supporting robust forward growth expectations, but fiscal Q1 2027 will set the tone.
منبع: Seeking Alpha
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