· 个股论点

买入$CRDO,视其为$ALAB对标股,看好其超高速增长潜力。

涉及标的:

中文翻译

刚买入价值10万美元的$CRDO,因为它是一家与$ALAB类似的公司,且正以惊人的速度增长。两者处于相似的市场细分领域,且$CRDO上周下跌了8%。通常这类股票会同步上涨(例如$CRWV和$NBIS)。无论如何我都会持有,因为它是一家稳健的超高速增长公司。

英文原文

Just bought $100K worth of $CRDO as it's a similar company to $ALAB and also growing at insane rates. Similar market segments and it dropped 8% last week. Usually things rise together (eg. $CRWV + $NBIS). I'd hold anyway as it's a solid hyper growth company. https://t.co/v4kI2fb1Ef

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