《Sam Altman JUST Accidentally Exposed the AI Collapse.》
CRDO 被低估；尽管近期下跌，但强劲的净利率和增长预期支持持有或买入。
但更重要的是，Credo 在财报公布后下跌了 20%。
but more importantly, Credo was down 20% after the earnings report.
但这真的很有趣，因为你看这些公司之间的差异。Credo 今天下跌了近 21%，它是数据中心铜缆和光子学的供应商。
But it's really interesting because you look at the difference between these companies. Credo, which is down almost 21% today, is a supplier of copper and photonics for data centers.
像 Credo 这样的数据中心技术因利润率问题而放缓。
Data center technologies like Credo are slowing down due to margin issues.