Credo 基本面增长强劲（营收增长两倍至 13 亿美元，净利润增长超过 5 倍），支撑其作为关键 AI 基础设施标的的看涨前景。
逐段跳播
这已迅速成为我最喜欢的投资 AI 基础设施的媒介之一。一个月前我最近为你们做了一个视频，当时股价约为 1.65 美元。自那以后，股价上涨了约 30%。
This has quickly become one of my favorite mediums for investing in AI infrastructure. I recently made a video for you a month ago, when the share price was around $1.65. Since then, the stock price has risen by about 30%.
Credo 不生产 GPU。他们不与市场上的其他芯片公司或定制芯片制造商竞争。这些有助于解决 GPU 带来的最大问题之一，即数据交换或传输的问题。
Credo does n't make GPUs. They are not in competition with other chip companies or custom chip manufacturers in the market. These help solve one of the biggest problems caused by GPUs, namely the problem of data exchange or transfer.
想象一个拥有数千个 GPU 的庞大 AI 集群。这些 GPU 需要持续通信，而无论你的 Nvidia 或 AMD GPU 多么强大，如果你无法高效地将数据移动到正确的位置，那也是没用的。这正是 Credo 发挥作用的地方。
Imagine a huge AI cluster with thousands of GPUs. Those GPUs need constant communication, and no matter how powerful your Nvidia or AMD GPU is, it's no use if you can't efficiently move data to the right place. That's where Credo comes into play.
在整个财年，Credo 的营收增长了两倍多，达到 13 亿美元，而非 GAP 净利润增长超过五倍。这就是我对这家公司非常乐观的原因。这不是投机性增长，这是真实的增长。
For the full fiscal year, Credo's revenue more than tripled to $1.3 billion, while non-GAP net income increased more than fivefold. This is why I am very optimistic about this company.
This is not speculative growth, this is real growth.
看这里，该股在过去 12 个月上涨了 60% 以上，但较近期高点下跌了约 30%。超过 70 就是我的目标，而就 Credo 而言，他们得了 76 分，这相当强劲。
Looking here, the stock is up more than 60% in the last 12 months, but it is down about 30% from its recent high. Anything over 70 is my goal, and in the case of Credo, they scored 76, which is pretty strong.
如果你进入 Forecast 标签页，你可以看到华尔街对这家公司非常看好；他们为该股设定的 12 个月平均目标价约为 270 美元，这意味着较当前水平约有 25% 的上涨空间，但我现在并不打算买入。
If you go to the Forecast tab, you can see that Wall Street is very positive about this company; They have set a 12-month average price target for the stock at around $270, which implies a roughly 25% upside from current levels, but I'm not looking to buy it right now.
相反，我想卖出 12 月 18 日到期、行权价 150 的看跌期权，目前我每份合约大约能赚 500 美元。记住，一份期权合约意味着 100 股。所以，如果我卖出一份行权价 150 的看跌期权，我本质上是在说：“如果股价跌破 150 美元，我有义务以该价格买入股票。”
这是一笔 15,000 美元的投资，但在现阶段我并不介意。而作为承担这一风险和承诺的交换，我获得 500 美元。这意味着一旦股票购买完成，我的实际成本将在 145 美元左右。
Instead, I want to sell the December 18th $150 put option, and right now I can make about $500 on each contract. Remember, one option contract means 100 shares. So, if I sell a $150 put option, I'm essentially saying, "If the stock price drops below $150, I'm obligated to buy the stock at that price."
It's a $15,000 investment, but I do n't mind it at this stage. And in exchange for taking that risk and commitment, I get $500. This means that my effective cost will be around $145 once the share purchase is completed.
同样，当前股价为 212 美元。行权价比当前价格低约 30%。如果 Credo 的价格维持在 150 美元以上，我将保留 500 美元作为利润，而我持有的股票价值将继续增加。但同样，如果它跌破 150，我将以对我而言舒适的价格，买入一家我一直想买入的公司。
Again, the current share price is $212. The strike price is about 30% below the current price. If the price of Credo stays above $150, I will keep $500 as profit, and the value of the shares I hold will continue to increase.
But again, if it drops below 150, I will buy a company that I have been wanting to buy for a while, at a price that is comfortable for me.
即使Crito跌到100美元，我可能仍有义务以150美元买入。
Even if Crito drops to $100, I may be obligated to buy it for $150.
Crypto是145美元。
Crypto is $145,
这个频道对 $CRDO 的历次判断
Mark Roussin, CPA 在这只股票上共 2 条判断，这里只列相邻的几条。