credo

【Credo 2027 fiscal year Q1 earnings report】One image to understand: Revenue was US$479 million, up 114.7% year over year. Q2 guidance: US$525 million–US$535 million

$CRDOB The core of this earnings report is that demand for high-speed interconnects continues to scale up, with revenue and profits growing in tandem. However, the next phase still depends on whether growth can sustain gross margin and keep the customer mix stable at a larger scale.

Follow me—I'll continue to update one-image summaries of key companies’ earnings in Hong Kong and the U.S.

#Credo #CRDO #美股财报季来袭

Credo Technology Group just skyrocketed 12% overnight, thanks to Evercore's initial coverage with a "three-year high growth" bullish outlook.

On the surface, this news looks like a classic investment bank call, but the underlying signal is what's truly noteworthy—Credo is all about high-speed connection chips for AI data centers, fitting perfectly into the "selling shovels" strategy.

Evercore's bold bet over a "three-year" timeframe shows that institutions have strong confidence in the sustained investment in AI infrastructure. In this cycle, the real Alpha often hides within the niche leaders that can visualize a growth curve for the next 3-5 years.

#Credo #AIinfrastructure