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With the recent dips in different tech sector stocks, I was hoping to find something that is worth picking up during this time period, one of the stocks that I had looked into was CRDO and am curious to different views on this.
Currently the PE is very high, at around 100, but I think the idea is that the forward PE would drop significantly to around 30s due to the anticipated growth?
From a product perspective, it seems that it does have a very strong moat with not much competition currently.
They had grown pretty significantly in 2025 and into 2026, and I believe they had finally turned profitable.
With the ongoing focus on data centers and hyperscalers, would CRDO also fit into the focus for this?
I would love to hear different perspectives and considerations on this one.