Credo
CRDO
January 7, 2026

130

Bought

There does seem to be AI fatigue, but this pick and shovel AI infrastructure play’s low price is too difficult to ignore. Analysts had some concerns about a small rise in expenses to develop the LED version of the Active Electrical Cables, which won’t be revenue accretive till 2027, but I understand the need to keep strengthening and adding product lines.

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384.13

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DoorDash
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November 4, 2026

195.37

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Bought 25% more - The takeover of Instacart is a great positive in the long run.

Klaviyo
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21.77

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Everpure
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November 3, 2026

117

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167

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