苏36
08-31 16:13

If everyone is watching AVGO for the obvious AI-EPS story, I’d rather watch CRDO. It sits one step behind the GPU headlines, but high-speed connectivity is becoming the real bottleneck as AI clusters scale. That makes its earnings less about “did EPS beat?” and more about whether hyperscalers are accelerating infrastructure spending.

For dividends, LMT is my contrarian choice. Defense spending is a longer-cycle story, so I care more about backlog and cash-flow visibility than a one-day ex-dividend trade.

My takeaway: AVGO is the consensus trade; CRDO is the asymmetric one. The most interesting opportunities are often found where earnings expectations have not fully caught up with the next industry bottleneck.

@TigerPicks [你懂的]

# 💰Stocks to watch today?(1 September）

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  • wubbie
    ·08-31 16:52
    The connectivity bottleneck is still underpriced. For CRDO, the readthrough is hyperscaler capex velocity, not just an EPS beat 👀
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