Finn Stockinger(@FinnStockinger):Just as I predicted - a classic beat & raise for $CRDO Credo blew past Wall Street estimates across the board: revenue hit $479M vs the $435M expected, and Non-GAAP EPS crushed it at $1.20 vs $0.98 consensus. The Q2 guidance of $525M–$535M completely wiped out analyst expectations ($465M). AI infrastructure demand is real, Non-GAAP margins hold strong at 68%, and operational leverage is insane. Wall Street will be forced to aggressively hike price targets after this clear execution showcase. How market react? Of course

2026.09.01 20:32

Just as I predicted - a classic beat & raise for $CRDO Credo blew past Wall Street estimates across the board: revenue hit $479M vs the $435M expected, and Non-GAAP EPS crushed it at $1.20 vs $0.98 consensus. The Q2 guidance of $525M–$535M completely wiped out analyst expectations ($465M). AI infrastructure demand is real, Non-GAAP margins hold strong at 68%, and operational leverage is insane. Wall Street will be forced to aggressively hike price targets after this clear execution showcase. How market react? Of course - sell out, what the times.

Finn Stockinger@FinnStockinger

2026.09.01 17:45

Today after the close, $CRDO reports earnings. I don’t have a crystal ball and I have no idea how the market will react. But I can see what’s happening across the industry, where the money is flowing, and where demand remains incredibly strong. In my opinion, Credo will beat expectations today and raise guidance for both this year and next year. We’ll find out soon enough.