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00:00SHORT
“Credo and Astera have both sat there, strong prints sold off because the price had moved ahead of the quarter.”
@JP Insights
CRDO ran far ahead of its quarter; beat-and-raise prints sell off, so the post-earnings fade drifts lower.
CRDOSHORT@ $210.28
$209.11+0.56%
since call Jun 8
peak +14.2%
“Nvidia, Cisco and Nokia all carry real connectivity positions buried in much larger operations … the board judges strategic control of the connectivity…”
@JP Insights
Owns Nvidia in his Best Ideas basket; controls the connectivity architecture buried in a larger business.
NVDALONG@ $205.50
$199.49-2.92%
since call Jun 8
peak +1.9%
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