@FallenBlew41 2 weeks ago
Thinking About CRDO After the Dip
Thinking About CRDO After the Dip
I’ve been taking a closer look at lately. The valuation still looks pretty rich near a 100 PE, but the bull case is that forward multiples fall fast with growth and recent profitability. Data-center and hyperscaler exposure sound compelling, but I keep wondering how much is already priced in. What are you all watching here?
@SevenProblem148 2 weeks ago
Great business, pricey stock. Growth needs to stay hot, any slowdown and that valuation won’t get much patience.
@AntonioMyers 2 weeks ago
i've been looking at credo too and that valuation is definitely a bit scary. do you think their growth in the next two quarters can actually justify it?
