$CRDO

CRDO基本面强劲(增长/盈利),但估值偏高;因组合集中度限制,说话者并未持有。

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InvestAnswers发布 2026-09-16 · 2 段内容
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2 段内容

Tesla、ARM、Nvidia、TSM,甚至加密货币、Oracle、Nebus、AMD、Cororeweave、Marvel、SpaceX、SpaceX、Big Day、ALAB、Credo,全都是正面的。

Tesla, ARM, Nvidia, TSM, uh even crypto, Oracle, Nebus, AMD, Cororeweave, Marvel, SpaceX, SpaceX, Big Day, ALAB, Credo, everything positive.

Jim、Jim,请谈谈对 Credo 和 CBRS 中长期怎么看。这两只我都看过。我研究这两家的财务数据已经很久了。现在,我想我们来看看 Credo。让我回忆一下。我甚至把它们放在我的 I13 关注列表里,尽管它们严格来说并不属于其中。

Credo。这一只,走势疯狂。顺便说一句,是强烈的买入信号。哇。150、153。那是买入。如果这有帮助的话。我们看看财务数据。这家公司的增长简直疯狂,这是我喜欢的地方。非常非常非常非常好的增长。

盈利也是。盈利。它们在最近四个季度里超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期、超预期。

Credo 非常好,但估值也相当高。其实不算太糟。市盈率。是的,这绝对是我看它时觉得有意思的一只。巨大的增长。非常好。但我持有它吗?没有,因为我不喜欢持有太多东西。

Jim Jim, thoughts on credo and CBRS mid to long-term, please. I've looked at both. I've been studying the financials for both for the longest time. And right now, I think let's look at Credo.

Refresh my mind. I even have them on my I13 watch list even though they're not technically part of it. Credo. This one h crazy jar. Big buy signal by the way. Wow. 150 153. That's a buy.

Uh if that helps. Let's look at the financials. The growth is insane for this company which I like. Very very very very good growth. Earnings too. Earnings. They're beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat beat last four quarters.

Credto is very good, but the valuation is also pretty high. Not too bad actually. Peace price earnings. Yeah, this is definitely one that is interesting when I looked at it. Massive growth.

Very good. But do I have it? No, cuz I don't like having too many things.

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2026-09-16本条
Tesla、ARM、Nvidia、TSM,甚至加密货币、Oracle、Nebus、AMD、Cororeweave、Marvel、SpaceX、SpaceX、Big Day、ALAB、Credo,全都是正面的。
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