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Credo Technology Group Holding Ltd (CRDO $123.06)
- $123.06 P/E (TTM): 454.55X Cap: $21.12B
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Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
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Credo Technology Group Holding Ltd (CRDO $123.06)
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Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
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Credo Technology Group Holding Ltd (CRDO $123.06)
- $123.06 P/E (TTM): 454.55X Cap: $21.12B
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Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
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