Schaeffers Research
02 Sept 2026, 15:52 UTC · 9w ago
Most Active Options Report: DELL, CRDO, GTLB, RUN, ALLY
Impact · against what's priced in
Earnings beats for Dell and GitLab are largely neutral or positive, while Credo's minor margin dip triggers a significant price correction by challenging established profitability assumptions. The market is reacting more to the threat of margin compression in semiconductors than to top-line growth in AI hardware.
- CRDO−0.70
Challenges what's priced in
- The price assumes
Maintaining a 30.5% free-cash-flow margin and roughly 68% gross margin





