Credo Technology: An Undervalued Leader in AI Optics Trading at a 47% Discount

Russ Cohen

Credo Technology (CRDO) is evolving into a vertically integrated leader, moving away from a focus on copper interconnects toward the integration of new silicon photonics technologies. Explosive growth in revenue and operating profit confirms that CRDO shares are not overvalued. Using the traditional P/E ratio, the company is trading at a 47.1% discount relative to … Read more

Tesla's Robotaxi Just Launched in Miami — Its First City Outside Texas and California. Can It Rescue the Stock?

Russ Cohen

Key Points Tesla’s Robotaxi service began carrying riders in Miami on Friday, its first market outside Texas and California. Tesla’s own roadmap lists Orlando, Tampa, Phoenix, and Las Vegas as the next markets in preparation. Shares jumped almost 7% on Monday. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) … Read more

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Is ESNT Stock a Buy at 1.04 Times Book With Mixed Near-Term Risks?

Russ Cohen

Essent Group Ltd. ESNT sits between mortgage credit, housing affordability and capital discipline. The stock’s appeal is less about momentum and more about valuation and balance-sheet protection. The debate is whether those supports are enough while rates, affordability pressure and reserve needs limit near-term growth. Why ESNT Looks Inexpensive ESNT trades at 1.04X trailing 12-month … Read more

Market News

4 Signs a Company Is About to Be Destroyed by AI

Russ Cohen

Jonathan Rose found all of them in 14 major stocks. Here’s what to avoid – and where the money is going instead. Listen to the audio version of this article (generated by AI). Editor’s Note: One thing I’ve learned over the years is that markets often give you clues before a big change takes place. … Read more