CRDO 是一个受益于扩张技术的巨大机会，此前已在 150-160 的价位被认定为买入标的。
逐段跳播
真正受益于纵向和横向扩展技术的有两只股票，也就是Credo和Astera Labs，对吧？Credo Technologies的股价上涨了约4%。
There are two stocks that really benefit from vertical and horizontal expansion technologies, namely Credo and Astera Labs, right? Shares of Credo Technologies rose by approximately 4%.
幸运的是，在我的社群里，我们在这轮下跌期间就已经在讨论Credo Technologies了，对吧？在150和160的价位。
Fortunately, in my community, we were already talking about Credo Technologies during this downturn, weren't we ? At levels 150 and 160.
所以，是的，如果我们看看Marvell这个市场，对吧？但市场说，如果这对Marvell真的那么好，不是吗？它在AI数据中心里连第三名都算不上，可能也排不到第四或第五，那么对博通、美光、英伟达、AMD、Credo和Astera Labs这样的公司来说，又有多好呢？
如果一家公司没排在第一，却仍然大受其益，那么排在第一、第二和第三的公司又会得到什么？所以，再一次，这就是这里普遍存在的乐观情绪。
So, yes, if we look at this Marvel market, right ? But the market says if it's really that good for Marvel, isn't it? It's not even the third player, and probably not the fourth or fifth in AI data centers , so how good is it for companies like Broadcom, Micron, Nvidia, AMD, Credo, and Astera Labs?
If a company is not in first place and is still benefiting greatly, what will companies in first, second and third place get? So , once again, that's the prevailing positive feeling here.
我认为这正是市场有时所欠缺的那一面，而当你拥有像Credo这样的公司时，我认为这是一个巨大的机会。但今天，市场对Credo和Astera Labs的股票醒悟过来了。
I think that's the aspect that the market sometimes lacks, and when you have companies like Credo, I think it's a huge opportunity. But today, the market woke up to shares of Credo and Astera Labs.
但在这个频道里，已经建立起交易所交易基金（ETF）思路的三家公司是Marvell、Credo和Astera Labs。我很高兴看到这一论点在实践中得到落实。
But in this channel, the three companies that have established an exchange-traded fund (ETF) approach are Marvell, Credo , and Astera Labs. I am very happy to see this thesis being implemented in practice .
这个频道对 $CRDO 的历次判断
Jose Najarro Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。