$Credo Technology Group Holding Ltd(CRDO)$ just released exceptionally strong Q1 FY2026 earnings that exceeded market expectations. Driven by surging demand for high-speed connectivity solutions in AI infrastructure, both revenue and profits reached all-time highs. While high customer concentration may cause short-term volatility, overall growth momentum remains robust. Potential risks include supply chain disruptions and tariff uncertainties.Key Financial HighlightsRevenue Performance: Q1 revenue reached $223.1 million, up 31% quarter-over-quarter and surging 274% year-over-year. Growth was primarily driven by the product business, particularly demand for Active Electronic Cables (AEC) and optical DSP products. The company's revenue significantly
Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?
Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?