Shernice軒嬣 2000
12-21 00:16

Initiated monitoring position for Credo. 

Credo makes a unique cable product called an active electrical cable (AEC), which connects data center servers to networking switches. The company claims its AECs take up 75% less space than Direct Attach Copper (DAC) cables and offer 50% more power efficiency versus active optical cable (AOC) alternatives.

As power and space are becoming scarce commodities in power-hungry AI data centers, Credo's proprietary technology seems to be finding favour with large AI customers. In its fiscal third quarter, Credo delivered 63.6% revenue growth to $72.0 million, beating estimates by $5.2 million, while adjusted (non-GAAP) earnings per share came in at $0.07, beating estimates by $0.02.

But the biggest story with Credo was its third quarter revenue guidance for between $115.0 million and $125.0 million. That's obviously a massive 67% quarter-over-quarter jump, suggesting perhaps a tipping point in demand for the technology.


$Credo Technology Group Holding Ltd(CRDO)$  

$CRDO 20250221 70.0 CALL$  

Modified in.12-21 00:17
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Comments

  • Shernice軒嬣 2000
    12-21 02:47
    Shernice軒嬣 2000
    Prices are unpredictable, and target prices depend on whether your investment strategy is short-term or long-term. No one can predict the target price accurately.
    I decide to take profits or cut losses based on market conditions or when there is a better opportunity. It’s important not to blindly follow others without understanding the financial details of the company. A solid understanding of financial fundamentals and avoiding excessive concentration in any single position gives me greater confidence to endure potential losses.Everyone's financial situation is unique. While some people can take a loss of a few hundred dollars in stride, others may find it much harder to cope with.

    There are no strict rules—it ultimately depends on your risk tolerance and ability to handle losses. For instance, in the trade of Credo, I have experienced losses. Not every trade results in a profit, but I am holding on to it for now.

  • Trust Lau
    12-21 01:21
    Trust Lau
    请问 crdo你看好可以到多少
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