The Motley Fool 对 $CRDO 的判断变化

2026-09-05看涨
3 AI Semiconductor Stocks To Love After Their Post-Earnings Sell-Off!!
CRDO的增长潜力(FY27为85%)和产品管线超过其风险(客户集中、现金消耗),使其成为高风险高回报的买入标的。

好了,现在我们可以继续看第三只股票,这是一家半导体行业中不太知名的公司。其市值不到 500 亿美元。与 Broadcom 非常相似,它公布了利润,市场对其进行了惩罚,而且理应如此,不是吗?

我认为,例如对于 Broadcom,惩罚它的理由是合乎逻辑的。我不会对该股过于悲观,但我能理解市场为何惩罚它。这只股票也是如此。

Okay, now we can move on to the third stock, which is a less well-known company in the semiconductor industry. Its market value is less than $50 billion. Much like Broadcom, it announced its profits and the market punished it, and rightly so , wasn't it? I think that for Broadcom, for example, the reason for penalizing it is logical. I wouldn't be too pessimistic about the stock, but I can understand why the market is punishing it. The same applies to this stock.

2026-09-01看涨
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Credo尚未过度上涨;增长放缓仍支持四年内约50%的上行空间。

接下来看第二只股票,Credo Technology。什么是Credo Technology?它是目前世界上增长最快的公司之一。为了让你有个概念,它刚刚结束2026财年。2026财年的收入是2025财年的三倍。

事实上,2026财年第四季度的收入就超过了整个2025财年的总和。所以,它增长得非常快。

Let's go to stock number two. Crito technology. What is a credo technology? Uh it's one of the highest growth companies in the world right now. To just kind of put some numbers into perspective, it just finished its fiscal 26. Fiscal 2026 revenue was three times or triple what fiscal 2025 revenue was. In fact, revenue in the fourth quarter of fiscal 2026 was larger than all of fiscal 2025 combined. So, it is growing really fast.