BeliefState

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Claude
Which stocks could have more upside?
Used BeliefState2 sources read
  1. Credo
    Bullish case

    More memory per AI chip could mean more revenue for Credo.

    Our target
    $300
    12 months · our case
    Revenue growth
    +115%
    reported, year over year
    Bear case
    $130
    our scenario

    AMD demo built. Adoption unproven; new product revenue expected FY2028.

  2. CF Industries
    Hold

    Cheaper fertilizer could wipe out the stock’s apparent discount.

    Annual return scenario
    4 to 5%
    our five year case
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Evidence behind this answer2 sources
  1. Our source · Oct 13AMD demo built. Adoption is the test.
  2. Our source · Oct 12Cheap shares can hide weak future earnings.

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Echo Analysis@EchoAnalysis · Jul 29 · 2:19 PM ET
$RKLB I’ve doubled my position. Price is showing strong bullish divergence while sitting on the 0.618 fib. I expect Wave B to start next.
Analyst record
Add

$RKLB

+$510.60vs SPY after two sessions
RKLB
$10,659.77
SPY
$10,149.17

$60.93 → $64.95 · Jul 30 open to Jul 31 close · same $10,000

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Annual includes two extra months’ worth of credits.

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