Credo Technology: Don't Believe Its Valuation
Portfolio Pulse from
Credo Technology's products, including AECs and optical DSPs, are gaining traction due to their advantages over traditional optics. The company's margins are expected to expand, driving EPS growth, and it has a large total addressable market (TAM) potential.
January 26, 2025 | 2:30 pm
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Credo Technology's products are gaining traction, with expectations of margin expansion and EPS growth. The company has a large TAM potential, making it an attractive investment.
Credo Technology's products are gaining market traction due to their advantages over traditional optics. The company's margins are expected to expand, leading to EPS growth. Additionally, the large TAM potential by 2031 makes CRDO an attractive investment.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100