Credo Technology Group Holding Ltd (CRDO) stock has slipped 9.1% in a month amid tumbling indices. Escalating trade tensions, potential supply chain disruptions and a possibility of a global economic slowdown led to a broader market sell-off. The tech sector has been hit the hardest, with tech-heavy NASDAQ having entered bear market phase.However, this recent market turbulence and panic selling can be an opportunity for long term investors to buy potential winner stocks at dirt cheap prices.CRDO gained 7.8% ...

Credo Technology Group (CRDO) recently introduced its innovative Lark optical Digital Signal Processor (DSP) family, engineered to transform 800G optical transceivers. The Lark portfolio has two distinct optical DSP products.The Lark 800 is a high-performance, low-power DSP optimized for fully retimed 800G transceivers, designed to meet the stringent power and cooling requirements of hyperscale AI data centers. The Lark 850 is an ultra-low-power 800G Linear Receive Optics (LRO) DSP, consuming under 10W, mak ...

Khaveen Investments is a Macroquantamental Hedge Fund managing a portfolio of globally diversified investments. With a vested interest in hundreds of investments spanning diverse asset classes, countries, sectors, and industries, we wield a multifaceted investment approach that combines top-down and bottom-up methodologies, integrating three core investment strategies: global macro, fundamental, and quantitative strategies. We serve accredited investors throughout the globe, which include HNW Individuals, C ...

The Nasdaq surged 2.3% on Monday after President Trump said there will be “flexibility” on his reciprocal tariff plans. The strong showing helped it close at its long-term 50-week moving average and above its 21-day.Trading has been far more subdued on Tuesday as Wall Street waits for what’s next on the tariff front. The trade and tariff uncertainty sparked the stock market correction. But the pullback was to be expected after the massive post-election rally sent AI stocks and the market to unsustainably ov ...

Group 1 - The article discusses the correction in technology stocks following a significant increase late last year, suggesting it may be an opportune time to identify companies that were previously considered too expensive for investment [1] - The author expresses a personal interest in stock trading and indicates a potential interest in initiating a long position in CRDO within the next 72 hours [2] - The article emphasizes that past performance does not guarantee future results and that no specific investment advice is being provided [3]

SAN JOSE, Calif., March 19, 2025 /PRNewswire/ -- WPG Americas Inc. (WPGA), a leading distributor of electronic components and supply chain services, is pleased to announce its strategic partnership with Credo, a global leader in high-performance, low-power connectivity solutions. Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO) specializes in delivering high-speed connectivity solutions that are designed to meet the increasing demands for bandwidth in modern networking environments. Their product l ...

Group 1 - Credo (NASDAQ: CRDO) is positioned as an exciting AI stock with niche solutions targeting a significant market opportunity, with a bullish price growth target of 100% within 12 to 18 months [1] - The analyst, Oliver Rodzianko, specializes in the technology sector, particularly in AI, semiconductors, software, and renewable energy, focusing on companies with resilient management and competitive advantages [1] - Rodzianko employs a long-term investment strategy, typically holding positions for one to two years, and aims to exit when investments reach fair value [1] Group 2 - The analyst plans to establish a family office based on a conservative wealth-preservation model and intends to found an independent asset management firm focused on a high-alpha black swan portfolio strategy [1]

公司指引 FY25Q4 营收 1.55~1.65 亿美元，中枢同比增长 163%，环 比增 长 19% ，预 计 FY25Q4 GAAP、Non-GAAP 毛 利率 分别为 62.7%~64.7%、63.0%~65.0%。 经营分析 公司 FY25Q3 营收增长主要来自大客户需求增长，公司 FY25Q3 最 大客户营收占比达到 86%，其余客户占比较低主要是订单交付节奏 导致。公司预计 FY25Q4 将有 3~4 个客户营收占比超过 10%。另外 公司产品在新客户进展积极，公司 AEC 正在另外两家大型云厂商 测试，预计将在 FY26 实现量产出货。 产品品类方面，公司积极拓展 PCIe 相关产品。公司预计将在今年 GTC 展示 PCIe AEC 产品，公司 PCIe retimer 已经支持完整的 PCIe 标准，并且已经成功导入一家大型 AI 服务器 ODM 企业，预计将在 CY26 产生收入。 盈利预测、估值与评级 业绩简评 公司发布 FY25Q3（24.11~25.1）业绩，公司 FY25Q3 实现营收 1.35 亿美元，同比增长 154.4%，环比增长 87.4%。公司 FY25Q3 GAAP 毛利 ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ___________ Commission File Number: 001-41249 Credo Technology Group Holding Ltd (Exact name of registrant as specified in its charter) Cayman Islands N/A For the quarterly period ended February 1, 2025 (State or other jurisdiction of incorporation or organization) or c/o Maples Corp ...