Not sure why $CRDO is down 16% after releasing positive earnings? Rev: $437M vs
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Not sure why $CRDO is down 16% after releasing positive earnings? Rev: $437M vs
· @ParadisLabs
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Not sure why $CRDO is down 16% after releasing positive earnings? Rev: $437M vs $433M expected (+157% YoY) EPS: $1.16 vs $1.00 expected (+231% YoY) Guidance: Raised for rev + gross margins Personally started a position at ~$192 on this negative market reaction: For more SiPho
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9 events DateTypeEvent
Jun 1 CatalystCRDO earnings Jun 2 SourceI will me monitoring $CRDO closely… Jun 3 SourceAstera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack May 29 ScanMonster Scan May 29 ScanTech Insider Buys Scan May 26 InvestigationCPU Shortage Thesis — First-Principles Derivation May 25 InvestigationOptical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration May 19 SourceRS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM Jun 16 ScanMonster Scan Source links
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