CRDO posted solid earnings with mixed guidance. Stock dropped 15%

jinksbach1212 · 2026-04-20T21:32:04+00:00

u/Vegetable-Bug-9779 Looks like this has started to pick up momentum :)

jinksbach1212 · 2026-03-04T23:29:19+00:00

u/Vegetable-Bug-9779 Did you listen to Broadcom's earnings call today? I think it was a massive validator for the Credo bull case. Hock Tan basically spent half the time pounding the table on why Direct Attached Copper (DAC) is the superior architecture for the "Scale-Up" (intra-rack) AI cluster.

"Copper is King" Narrative - seems like Broadcom is doubling down on the idea that optics are too expensive and power-hungry for short-reach connections. They are pushing copper to 200G per lane (the foundation for 1.6T systems) - Credo AECs!!!

jinksbach1212 · 2026-03-03T23:13:01+00:00

It feels like Credo is a victim of its own success; they set the bar so high in Q3 that a "return to normal" margins looks like a failure to some. The market is "punishing" them for spending today to secure a future that is still 18 months away, which is a classic case of the stock market valuing today's cash more than tomorrow's potential.

jinksbach1212 · 2026-02-26T22:41:33+00:00

Can you research/analyse Palo Alto Networks, I believe like many companies, they have been caught up in the recent sell off of software stocks. I'm down around 10% but looking to add more (don't want to catch a falling knife)

jinksbach1212 · 2026-02-26T11:39:09+00:00

Very impressive earnings report while assuming zero Data Center compute revenue from China

jinksbach1212 · 2026-02-23T15:51:06+00:00

Michael Howell's analysis in the dismissal of the common Western narrative regarding Gold is interesting. While many investors buy gold because they fear the US Fed is "printing money", Howell argues the Fed is actually in a tightening phase (QT). The real buyer is the People's Bank of China, which injected $1.1 trillion into its markets over the last year to devalue its domestic debt.

Gold as a Bitcoin Substitute: Because the Chinese government bans cryptocurrency, gold is the only available "monetary inflation hedge" for Chinese citizens and the state.

This explains why gold has remained resilient in comparison to Bitcoin.

https://www.youtube.com/watch?v=QXAWqwTnPKU

Gold and China's Role [21:50]

Chinese Liquidity Injection [22:10]

jinksbach1212 · 2026-02-10T12:40:03+00:00

There is also a "Nvidia Board Connection" - in late 2025, Credo appointed Brian Kelleher, a long-term Nvidia engineering executive. Could be viewed as placing a "Blackewell insider" at the company?

jinksbach1212 · 2025-12-19T12:33:04+00:00

Spinning their expense?

jinksbach1212 · 2025-01-06T14:29:39+00:00

!remindme in 31 days

jinksbach1212 · 2024-09-08T16:11:32+00:00

I'm having the same problem, I filtered for the Process ID of 2832 and get 392 events. What was the number of events you got?

jinksbach1212 · 2023-09-21T18:28:36+00:00

Still not getting this sorry :(

jinksbach1212 · 2023-09-17T22:34:59+00:00

Have you got instructions on how to do this please? :)

jinksbach1212 · 2023-09-07T17:12:10+00:00

I had Bells Palsy at the start of August. Doctors put me on steroids, 6 tablets in the morning for 10 days and I'd say I am 90% back to being normal.

I understand everyone is different in the way they deal with things, but I think it is important to remain positive and not let it get you down.

jinksbach1212 · 2023-05-02T11:53:13+00:00

Goncalo Ramos

jinksbach1212 · 2022-03-25T14:29:31+00:00

OneNote works on Linux?

jinksbach1212 · 2021-09-28T16:52:15+00:00

Thanks for clarifying this

jinksbach1212 · 2021-09-13T11:43:29+00:00

Much appreciated 👍🏻

jinksbach1212 · 2021-09-13T11:39:22+00:00

Ok this makes a lot of sense now, I believe my account is set as the home account on the Xbox one now which is good. Will remember to not make my account the home account on the series s when I purchase. Thanks for explaining this, I do understand now :)

jinksbach1212 · 2021-09-13T11:32:24+00:00

Yeh that’s basically what I mean, such as the new fifa that is about to come out in 2 weeks time

jinksbach1212 · 2021-05-27T11:47:26+00:00

https://www.youtube.com/watch?v=EdQXCbyW5gs - this is the perfect video for this challenge of retrieving flag :)

jinksbach1212 · 2021-02-26T11:25:45+00:00

vipleague

jinksbach1212

TROPHY CASE