“TA Masterclass: AI Don’t Care: Q4 Setup Looks Explosive”
CRDO has strong fundamentals (growth/earnings) but high valuation; speaker does not own due to portfolio concentration limits.
Tesla, ARM, Nvidia, TSM, uh even crypto, Oracle, Nebus, AMD, Cororeweave, Marvel, SpaceX, SpaceX, Big Day, ALAB, Credo, everything positive.