$CRDO
I’m going to go out on a limb here and say CRDO is the next to make a “APP like” move. I called applovin days before it made the huge move, didn’t hold through all of it though.
I won’t be making that mistake again
@chiptomunk @twils1211
$CRDO at $116:
• FY27E rev $2.5B (+87.5%)
• Adj EPS $6.31 (+82%)
• 18.4x FY27 P/E, 13.9x fwd
• 11.8x fwd EV/EBITDA
• 68% GM, 50% net margin
• Net cash, ~$827M est FCF
Rule of 100: 87.5% growth + 33% FCF margin = 120 ✅
~62% off ATH
What are you doing?
$APP
Update: holy fuck.
$APP
Daily reminder we are still trading at 12.58 forward P/E. If you have any belief in the success of this company you would be buying here.
$APP
I’m curious to how APP won’t work here at 12.1x forward price to earnings ratio?
Hearing good things about their growth this quarter too.
$WULF
$65 price target, stock currently at $11.68. What do they know that you do not?
Hand over fist buying zone here.
NFA
$CIFR
I’m about to start doing calls for December.
Don’t care, this is absolutely irrational.
Markets can stay irrational longer than you can stay solvent. But I will take the chance at these levels, it’s known for rallying back 50% in weeks after a drawdown btw.
$CIFR
Just an FYI, know what you own or are planning to buy.
$CIFR
So if you are selling here, you are selling to me and institutions. We will be glad to pick up your shares.











