"No fears ~No hide" still get point from oil high level in market position this time after closing bell market index around 7722. What happen next month performance.

• Uptrend or downtrend with curve lines in chart then we have story in 2026 not worst or crash market when everybody look in from early 2026 get market performance

• Still hot topic and lines up with semiconductor sector after $SOXX (+3,75 %)
have downward trend to 490 now back climb to around 510.

• Get be better performance and run to fast with average monthly returns. Now $SOXL get return YTD 25.51 % posibble still in good on track with stock market have cycle time frame after sell off last weeks.✅️

• $INTC (+2,9 %) , $AVGO (+4,35 %) , $AMD (+11,43 %) ,$NVDA (+3,59 %) , $MRVL (-0,21 %) ,$ADI (+1,36 %) , $NBIS (+8,33 %) ,$CRDO , $COHR (+5,72 %) , $SIMO (+7,12 %)

■ $MU (+3,2 %) , $SNDK (+4,37 %) , $STX (+2,63 %) , $WDC (+3,08 %) , $ALAB (+1,92 %) , $ANET (+17,51 %) ,$LITE (-0,59 %)

✅️ Check point this month and starting with new frame on market for 2029. Its enough when we start get time frame from 2024 to 2026. 💫👍

Does anyone have $CRDO stock? I don't see it in trade republic nor in Scalable capital, i guess it would only be in IBKR

$CRDO

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adj. EPS: $1.20 (Est. $1.17) ✅

• Revenue: $479.0M (Est. $471.71M) ✅, +114.7% YoY.

• Adj. Net Income: $236.3M, +140% YoY.

• Adj. Gross Margin: 68.0%.

• GAAP Net Income: $129.4M.

• Cash & Short-Term Investments: $764.3M.

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q2 FY2027 Revenue: $525M–$535M (Est. $516.54M) ✅

• Q2 FY2027 Adj. Gross Margin: 67.0%–69.0%.

• Q2 FY2027 Adj. Operating Expenses: $100M–$105M.

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Revenue increased 114.7% YoY to $479.0M and beat consensus, while Adj. EPS also came in above expectations.

• Adj. net income surged 140% YoY to $236.3M as profitability scaled alongside rapid revenue growth.

• Q2 revenue guidance of $525M–$535M stands above the $516.54M consensus.

• Adj. gross margin remained strong at 68.0%, with Q2 guidance calling for 67.0%–69.0%.

• Management highlighted continued AI infrastructure scaling as a key demand driver for Credo’s connectivity portfolio.

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“During the first quarter of fiscal 2027, Credo delivered revenue of $479.0 million and non-GAAP net income of $236.3 million, representing 115% and 140% year-over-year growth respectively.”

$SNDK (+4,37 %) is finally available in Trade Republic, anyone know what could the reason be for it to take this much time to be available there? Even $CRDO isn't there

$CRDO Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $407.0M (Est. $379.33M) 🟢; +201.5% YoY

🔹 EPS: $1.07 (Est. $0.89) 🟢

🔹 Non-GAAP gross margin: 68.6%

Q4 Guide:

🔹 Revenue: $425M-$435M (Est. $411M) 🟢

🔹 Non-GAAP gross margin: 64.0%-66.0%

🔹 Non-GAAP OpEx: $76.0M-$80.0M

Commentary:

🔸 “...delivered record results with revenue of $407.0 million, an increase of more than 50% sequentially and 200% year over year.”

BofA Double Upgrades $CRDO to Buy from Underperform, Raises PT to $80 from $27

Analyst comments: "Following a solid beat and material raise earnings call, we double upgrade Credo, and raise FY26/27E EPS est. by 65%/88% to $1.01/$1.51, and take our price objective to $80 from $27.

Our new price objective is based on 60x CY26E PE (from 10x CY25E EV/S previously as Credo shifts to translating sales growth to better earnings growth), inline with the higher end of comps, as CRDO’s outlook suggests the start of a multi-year adoption cycle for its Active Electrical Cable (AEC) product that enables power-efficient AI clusters.

Near term, we see the company driving a strong 2HFY25E (Jan25Q plus Apr25Q), driven by strong AI growth at Amazon Web Services, a key customer (and investor) in CRDO. Our prior cautious view was based on limited TAM assumptions for AEC, but CRDO’s earnings call addressed those concerns nicely, with three 10% customers (Microsoft, Amazon, Tesla) and growing momentum in other adjacent areas (optical DSP, line card PHY, retimer).

Risks to our call are CRDO’s premium valuation, high sensitivity to any sentiment shift around AI deployments, and growing competition in the AEC market (from $MRVL, $AVGO)."