$CRDO price action and valuation is starting to get ridiculous... despite having some of the best fundamentals (growth and margins)... the stock has pulled back -33% from the highs and now testing the VWAP from the March lows. $CRDO just started their FY2027... I have them doing $6.85 EPS (vs sell side at $6.13 EPS) which means the stock is now trading at 30x NTM EPS with EPS growing at least 80-90% but probably 90-100% or better. NFA. DYOR.
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