In today’s post:
👀 68% Upside Hiding In Plain Sight
👀 68% Upside Hiding In Plain Sight
Credo’s $CRDO ( ▼ 9.87% ) been in a funny spot.
High valuation. Margin compression. Three clients holding 88% of revenue.
The market was pricing it like a software company. It's cyclical hardware. Easy to avoid.
Then came the FY2026 earnings.
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