Credo's W-shaped chart points to a bounce, while a large upper node on its options-positioning heatmap hints at a potentially sizable move next week. The heatmap alone is not enough to bet on, and the bounce may take longer than expected. x.com 

Credo is holding above its gamma flip at $207.88 after a pullback, with a projected price path to $220 by October 9, $240 by October 23 and $308.67 by November 27. x.com 

Credo was overpriced even with great earnings, and it is still a little pricey at $190. Per @wallstengine, revenue rose 114.7% to $479.0M, beating estimates, and Q2 guidance of $525M-$535M also topped expectations, yet the stock is down $112 from its high of a few months ago. Valuation matters, and $150-$170 would be a decent entry point. x.com 

Credo has a lot of new businesses coming online that are not yet baked into projections. x.com 

Credo could be at an optimal entry point after falling more than 25% in a week despite a good earnings report the market seemingly disliked. It provides critical AI infrastructure connectivity that moves data very fast between clusters, and is projected to grow extremely quickly for the next few years. x.com 

Credo's 11% drop on its promotion to the Russell 1000 was index plumbing, but falling twice as much as chips exposed its fragility: at 33x sales with three customers making up 88% of revenue, it is vulnerable. Forced Russell 2000 selling met only a teaspoon of large-cap index buying. Holding $236 and reclaiming $241 targets a $252 gap fill; losing $231 means real sellers. The next print, around early September, decides it: falling concentration makes it a trade, 88% staying means fade the rip. … Show more

Credo's revenue is projected to double by 2029, which makes the stock hard not to be bullish on. x.com 

Credo is a steal at about 70 times forward free cash flow given how fast cash generation is growing, supporting a raised target of $280 by the end of 2027. Revenue is expected to grow more than 80% year over year, and free cash flow reached about $178 million this quarter, up over 225%, with a credible path to roughly $600 million a year. It has no debt and expanding profitability. Any after-hours weakness misses the point; what matters is where the stock will be next year. x.com 

Credo's results were underwhelming for a company that added $32 billion in market value in a few months, and shorts may punish the stock. Per @WisemanCap, fiscal Q4 EPS of $1.16 beat the $1.02 estimate and revenue of $437 million was just above estimates, while Q1 fiscal 2027 revenue guidance of $465-476 million was roughly in line with the $464.7 million consensus. x.com  x.com 

Credo's growth rate is too hard to ignore, making it a coiled spring and another way to play AI beyond Nvidia and Nebius. The stock is still expensive but much more reasonably valued, though it may be early to buy. x.com  x.com