Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

Impact · against what's priced in

The current stock price is not paying for the continuation of 85%+ revenue growth into FY2027, making the reported 115% YoY Q1 growth a positive catalyst. Additionally, the market currently excludes the potential of the OmniConnect platform, which represents further unpriced upside.

CRDO+0.40: Challenges what's priced in
The price assumes: The continuation of 85%+ revenue growth into FY2027
The market currently declines to price in growth above 85% for FY2027, but Q1 revenue grew 115% year-over-year, suggesting the trajectory is exceeding current market expectations.
What CRDO's price assumes · Sep 4

Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

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Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

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Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

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Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

What matters in this story

Next reads from the same story arc

Marvell: Why I'm Finally Upgrading To Buy (Rating Upgrade)

Credo: $3,000 Per GPU, And That's Not Even My Buy Thesis

What matters in this story

Next reads from the same story arc

Marvell: Why I'm Finally Upgrading To Buy (Rating Upgrade)

How each ticker is affected

Track these names every morning.

Prediction: This Will Be the Next Big AI Gold Rush and This Company Will Be the Winner.

Nvidia GPUs are everywhere. Here are the ways companies are accessing them

Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% to $24.8 Billion Last Quarter, With the Gemini App Reaching 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

Promising Infrastructure Stocks To Follow Now – October 8th