Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
Top News
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
Bloom Energy Is Down ~40% From Its High. July 28 Is Everything.
A ~32% implied earnings move and a disputed “$20B backlog” are colliding with short sellers and a regulatory setback.
J.B. Hunt’s Best Quarter in a Decade Just Hit
Intermodal volumes set a record and earnings blew past estimates.
Sandisk Is Down 42% From Its High. August 5 Is the Reset.
A NAND supercycle, a Goldman target hike, and a Q4 earnings catalyst converge on August 5.
Shopify Is Down ~30% and Growing 34%
August 5 is when the market gets a second chance to read this correctly.
First Solar Just Got a Deutsche Bank Upgrade. Enphase Is Up 55% This Year. The Solar Trade Has Two Very Different Answers.
Same industry, same tailwinds — and one stock is outperforming the other by 70 percentage points year to date.
Costco Is Down 13% From Its High. The Special Dividend Catalyst Nobody Is Watching.
COST pulled back hard from $1,094. The Q4 setup on September 24 is more interesting than the slide suggests.
The Dow Just Hit a Record. The Nasdaq Fell. That Split Is the Trade.
The rotation into value, financials, and industrials is accelerating faster than most investors realize.