CRDO

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.

but more importantly, Credo was down 20% after the earnings report.

But it's really interesting because you look at the difference between these companies. Credo, which is down almost 21% today, is a supplier of copper and photonics for data centers.

Data center technologies like Credo are slowing down due to margin issues.

CRDO, I don't even know who that is. CRDO CRDO Credo Technologies is down 18% today despite earnings be I literally know nothing about the company. I don't mind looking.

How about we have Credo Technology? That one's down. >> Yeah, that one is also down despite an earnings beat here and this is another one where expectations were higher going into its results. So the bar is high especially about connectivity. This is a part of the picks and shovels story here. So, Credo shares down 11 12% right now. Um, again, investors were just looking for more. And then there's also the question about uh margins here.

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.