
Credo is now at $189+, does it really make sense for its market cap to soar to $34 billion in three years? The core business has always focused on high-end data connectivity, but the market seems to be driven by AI and server trends... The turnover rate is already 4.16%, and the flow of funds can really stir up the atmosphere. The heated discussions in the community have been going on for a while. The company's profit model is decent, and its global expansion aligns with the trend, but the actual dividend returns are quite lackluster... Foreign capital has been increasing positions this year, and while the cycle has changed, interest rates and other factors still pose pressure. The valuation of the entire sector is on the high side, and the debates in the community are quite noisy lately. Any landmines to watch out for?
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