Credo Technology (US:CRDO) Seeking Alpha·2025-12-12 16:15Core Insights - The article presents a perspective from a full-time analyst who aims to provide contrasting views on stock portfolios based on their unique insights and experience in the investment field [1] Group 1 - The analyst holds a beneficial long position in shares of NVDA and AVGO, indicating confidence in these stocks [2] - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved [3] - It clarifies that the analysis is for informational purposes only and should not be considered professional investment advice [3] Group 2 - The article does not provide specific financial data or performance metrics related to NVDA or AVGO, focusing instead on the analyst's personal insights and investment philosophy [1][2][3]