How Meet Kevin’s view on $CRDO changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo3 entries

2026-09-02Bullish

“Sam Altman JUST Accidentally Exposed the AI Collapse.”

CRDO is undervalued; strong net margins and growth projections support holding or buying despite recent decline.

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.

Watch the source00:45

2026-09-02Bullish

“Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop”

CRDO is potentially a buying opportunity given its strong balance sheet and valuation near a one-peg ratio, despite the 20% drop caused by margin concerns.

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.

So, Credo Technology Investor relations. So, if I go to the SEC filings, I got an AK. Do they just have earnings? Is that why everybody's freaking out about them or something? Uh annual report was here.

Quarterly filings. Oh, yep. Might be exactly what just happened. Credo. This is an 8K. Yeah. This has Outlook. This has earnings numbers.

Watch the source1:58:10

2026-08-24

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