Credo Technology: AI Momentum Vs. Overvaluation (Rating Upgrade)

Group 1 - Credo Technologies (CRDO) has experienced a significant rally of 70% since early July 2025, driven by AI-related excitement and aggressive market movements [1] - Despite previous bearish calls citing overvaluation, the stock continues to rise, indicating strong market interest [1] Group 2 - The article highlights the author's extensive experience in finance, particularly in oilfield and real estate industries, with over a decade of experience in complex due diligence and M&A transactions [1] - The author has developed a focus on equity research and analysis, providing services for a Dubai-based family office with over $20 million in assets under management [1] - The emphasis is placed on the ability to analyze financial statements, evaluate market trends, and identify growth drivers across various industries [1]