Credo was an easy buy because its share price was ridiculously low against estimated revenues, as a quick look at its last quarterly report showed despite the hate. @KawzInvests adds that the DustPhotonics deal removes the bear case that a shift to optical breaks Credo, giving it a silicon photonics portfolio from 400G to 1.6T with a 3.2T roadmap. 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

One Stop Systems looks inexpensive relative to its growth, though it remains a risky play. FY26 growth guidance rose by 10-15% to about 40%, roughly four times the growth rate of rugged defense electronics peers such as Mercury Systems and Leonardo DRS. OSS trades at about 2.8x FY27 forecasts, versus Mercury's roughly 4.6x next-twelve-month sales. x.com