Shay Boloor

The market is offsides valuing $CRDO like a cable company at ~17x earnings despite management guiding to 85% revenue growth and ~50% net margins. That really becomes harder to justify when Credo is expecting $600M in optical revenue this fiscal year while OmniConnect could add Futurum Equities

The following stocks are trading below 20x forward earnings: • $SOFI ~19x • $LITE ~18x • $TSM ~17x • $AVGO ~17x • $COHR ~17x • $META ~17x • $CRDO ~17x • $QCOM ~17x • $RDDT ~15x • $APP ~15x • $NVDA ~15x • $DELL ~12x • $MU ~4x • $SNDK ~3x • $SKHY ~3x Futurum Equities

Citizens estimates a ~$160B addressable market for $ONDS but what really stands out to me is that ~$120B comes from counter-drone defense alone with ~$96B of that opportunity coming international. That international exposure is huge because allied militaries facing cheap drone

Texas's incoming governor wants a pause on new data center approvals while more than half of state's ~34 GW pipeline is still only announced so the real question now is who already has power and who is still waiting to build. Here's how much capacity companies have lined up in

SOME PERSONAL THOUGHTS AHEAD OF WEEKEND I wanted to share a few thoughts heading into the weekend because at least for me this has been one of most mentally exhausting stretches I've experienced investing in growth stocks. And honestly one of the things I've found most