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Posted by
Two Blokes May 23 -
Filed in
Stock
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Credo's explosive AI-driven growth is impressive, but don't overlook risks—especially heavy reliance on hyperscalers like AWS; monitor capex signals closely for growth normalization impacts on investor sentiment. Margins are excellent now, but expect moderation—watch management's R&D spending guidance closely on earnings calls, as unexpected expense jumps could quickly pressure valuations. CRDO shares look appealing despite stretched multiples; position cautiously and stay sharp on strategic catalysts and competitor moves, given the volatile macro and customer concentration risks.
