They ask me:
โAre there still AI gems with huge upside at reasonable prices?โ
I say:
"DEFINITELY โ take a look at $CRDO."
- Hyper-growth phase:
Revenue has sixfolded over the past two years.
- Strong profitability:
Net margin around 31.8% (TTM), driven by scaling effects.
- Solid balance sheet:
~$1.3B in cash, minimal debt โ providing flexibility for R&D, acquisitions, or buybacks.
- Attractive valuation:
Forward P/E of ~21x โ low for a company growing at this pace with high margins.
One of the more under-the-radar names in AI infrastructure, in my view.
Whatโs your hidden AI gem?
๐๐ง๐ท Willian Estevรฃo becomes the youngest player ever to register an assist for Chelsea in Premier League, at 18.
It happens on his full debut in starting XI.