JP Insights(@jpinsights):$CRDO Imagine using “Credo didn’t surprise by as much as they usually do” as part of the bear case. We’ve known for a while that H2 is where the real ramp should happen. I’d bet Q3 and Q4 bring much bigger beats if that ramp plays out the way management is guiding.

JP Insights

@jpinsights

I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA

가입 September 2016

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JP Insights@jpinsights

2026.09.02 19:54

$CRDO Imagine using “Credo didn’t surprise by as much as they usually do” as part of the bear case. We’ve known for a while that H2 is where the real ramp should happen. I’d bet Q3 and Q4 bring much bigger beats if that ramp plays out the way management is guiding.