How am I looking at $CRDO?
A clean beat that still got sold
To begin with, spectacular results but share price is down. I would not regurgitate numbers but a solid beat on Revenue and EPS, and solid guidance for Q2.
But why did share price fall?
At a fifty thousand feet
How to benefit from Anthropic IPO 2026: may be the most important or could be largest 2026 IPO (larger than SpaceX)
Bloomberg is now reporting that Anthropic’s annualized revenue run-rate has crossed $65B, up from $47B in May and roughly $9B at the end of 2025.
I wrote about
I hold $VIAV, and honestly, Q4 earnings could not have been better than this.
Management just delivered a masterclass in strategic execution:
🐊 revenue surged 52.5% YoY to $443.1M,
🐊Non-GAAP EPS skyrocketed 161.5% to $0.34, and
🐊operating margins expanded by 960 bps to ht
