19 February 2026 | 5:00AM EST Equity Research Credo Technology Group (CRDO): We see copper in the datacenter staying stronger for longer, with favorable risk/reward - initiate at Buy We initiate coverage of CRDO with a Buy rating and a 12-month price target of $165 (~27% upside). Credo manufactures high-speed, short-range wired connectivity products for the datacenter market, and is the pioneer of a technology called Active Electrical Cables (AECs) — copper-based cables with signal boosting components. AECs ...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is among the 10 Unstoppable AI Stocks to Invest In Now. Goldman Sachs Initiates Coverage of Credo Technology Group Holding Ltd (CRDO) Stock Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the Unstoppable AI Stocks to Invest In Now. On February 19, Goldman Sachs initiated coverage of the company’s stock with a “Buy” rating and a price objective of $165, as reported by The Fly. The analyst noted that Credo Technology Group Holding Ltd (NASDAQ:CRDO ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Credo Technology Group Holding Ltd. (CRDO) reports results for the quarter ended January 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be ...

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

PresentationIan PerksCEO & Board Member Hello, and welcome. I am Ian Perks, the CEO of Tullow, and I'm joined today for this presentation by Richard Miller, our CFO. For those of you that don't know me, I have 30 years of experience in the upstream oil and gas industry and have worked extensively in Africa and have held senior roles at BG, Anadarko and Total. I'm part of the reset and aligned Tullow Board and senior leadership team tasked with improving Tullow's performance going forward. Our Board, as ann ...

PresentationUnknown Analyst Good morning. It's my pleasure to welcome L'Oreal back to CAGNY. L'Oreal has one of the leading brand portfolios in global beauty, covering all facets of beauty, including color cosmetics, skin, hair and fragrance operating across the luxury, mass, dermatology and professional channels. L'Oreal operates 40 global brands, which are sold in 150 countries, generating EUR 44 billion in sales. In 2025, the company delivered strong financial performance despite the volatile environmen ...

智通财经APP获悉，周五，光通信概念股涨跌不一，Lumentum(LITE.US)涨逾3%，Coherent(COHR.US) 涨逾4%，Credo Technology(CRDO.US)跌近2%，Lumen Technologies(LUMN.US)、Astera Labs(ALAB.US)跌逾1%。 ...

Core Insights - The article discusses the investment strategy of Duan Yongping, highlighting significant changes in his portfolio as of the end of 2025, with a total market value of approximately $17.489 billion, equivalent to over 120 billion RMB [2]. Group 1: Portfolio Adjustments - Duan Yongping significantly reduced his position in Apple, which was previously his largest holding, with a decrease of 7.09% in shares held [4]. - He increased his stake in Nvidia by over 1,110.62%, raising his holdings to 7,237,100 shares valued at approximately $1.35 billion [4]. - Duan also added to his positions in Google and Pinduoduo, while drastically cutting his investment in ASML by 87.63% [3][4]. Group 2: New Investments - Duan initiated small positions in three AI-focused companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio allocations of 0.12%, 0.12%, and 0.04% [2][4]. - The portfolio reflects a strategic shift towards technology and AI sectors, indicating a focus on emerging trends in the market [2].

Group 1 - The author of Novo Capital has five years of experience in providing strategic insights and analysis for clients in the private banking sector of a leading Central Asian bank [1] - The methodology developed by the author focuses on corporate valuation, due diligence for investment opportunities, and creating accurate forecasts to guide long-term investment strategies [1] - Novo Capital was established to facilitate discussions on investment ideas and to provide out-of-consensus information that can lead to alpha generation [1]

Core Insights - H&H International Investment reported a total market value of $17.5 billion for its U.S. stock holdings as of December 31, 2025, an increase from $14.7 billion in the previous quarter, reflecting a growth of approximately 13.79% [1][2]. Holdings Summary - The portfolio included 3 new stock purchases, increased holdings in 6 stocks, reduced holdings in 5 stocks, and did not completely sell out of any positions [1][2]. - The top ten holdings accounted for 99.66% of the total market value, indicating a concentrated investment strategy [1][2]. Top Holdings - Apple (AAPL.US) remains the largest holding with approximately 32.36 million shares valued at about $8.8 billion, making up 50.30% of the portfolio, although the number of shares decreased by 7.09% from the previous quarter [2][3]. - Berkshire Hathaway (BRK.B.US) is the second-largest holding with around 7.18 million shares valued at approximately $3.6 billion, increasing its share count by 38.24% [2][3]. - Nvidia (NVDA.US) ranks third with about 7.24 million shares valued at approximately $1.3 billion, showing a significant increase of 1110.62% in share count [3]. - Pinduoduo (PDD.US) is fourth with around 11.56 million shares valued at approximately $1.3 billion, with a 34.55% increase in shares [3]. - Google (GOOG.US) is fifth with about 1.86 million shares valued at approximately $600 million, with a 2.48% increase in shares [3]. Significant Changes - H&H significantly increased its holdings in Microsoft (MSFT.US) and Taiwan Semiconductor Manufacturing Company (TSM.US), with share counts rising by 207.66% and 370.95%, respectively [3]. - The firm notably reduced its position in ASML (ASML.US), decreasing its share count by 87.62% [3]. - New positions were established in CoreWeave (CRWV.US), Credo Technology (CRDO.US), and Tempus AI (TEM.US), focusing on AI and data center solutions [3]. Buying and Selling Trends - The top five stocks purchased based on percentage change were Nvidia, Berkshire Hathaway, Taiwan Semiconductor, Microsoft, and Google [4]. - The top five stocks sold based on percentage change included Apple, Occidental Petroleum (OXY.US), Alibaba (BABA.US), ASML, and Disney (DIS.US) [5].