Markets ate a 1,200-point Dow drop for breakfast yesterday, then recovered most of it by lunch. Oil spiked 8%, gas prices added 19 cents overnight, the biggest jump since Putin invaded Ukraine, and gold collapsed 4% as the dollar ripped to three-month highs.

Meanwhile, in the AI industry, the question is no longer “how many chips do you have,” but “how fast can they talk to each other?” Interestingly, an AI plumbing company that specializes in "chip talk” just quietly posted some great financials yesterday… and the average analyst price target is still 91% higher than the stock’s current price.

Let’s take a look.

This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.

In partnership with Brownstone Research

We aren’t AI engineers. We’re just individual investors who love to write about markets. But in this day and age, we believe you do need to be able to decipher what different AI companies do in order to have a shot at understanding the market.

So, today we’re looking at a stock that’s building the digital highway between clusters of chips. Because it doesn’t matter how many semiconductors you have if they can’t talk to each other.

The stock is Credo (CRDO). And this data center connectivity solutions company apparently has a lot going for it:

Not financial advice. All investments carry risk. Always do your own research.

Markets tumbled on Tuesday before recovering some ground.

Gas prices jumped 19 cents in a day to hit $3.14 per gallon nationally, the biggest one-day spike since Russia invaded Ukraine in 2022. Analysts expect pump prices to climb another 10 to 25 cents over the next week or two if the conflict drags on.

Gold nosedived 4% in its largest single-day drop since January, wiping out gains from the weekend strikes on Iran. The dollar spiked to a three-month high, pressuring precious metals across the board. Silver fell 8%, platinum dropped 10%, and palladium slid 7%.

Target's new CEO inherited a mess. Same-store sales fell 2.5% during the holiday quarter, capping what the retailer called a "challenging year." CEO Michael Fiddelke, who took over Feb. 1, said the company saw "healthy, positive sales" last month and positioned the business for profitable growth ahead.

Best Buy missed the mark with same-store sales declining 0.8% in Q4 after two straight quarters of gains. Wall Street had expected a 0.2% increase. CEO Corie Barry said customers remain "resilient but definitely deal-focused," and noted that memory costs are rising as demand strains supply.

Ross Stores crushed expectations and shares popped more than 6% after hours. Same-store sales jumped 9% in Q4, nearly double the 4.8% analysts forecasted, while earnings of $2.00 per share topped guidance. CEO Jim Conroy said the company is "encouraged by the very strong start" to the spring season.

CrowdStrike posted its best year yet, with annual recurring revenue hitting $5.25 billion, the fastest cybersecurity company to reach that milestone. Revenue climbed 23% to $1.31 billion in Q4, topping Wall Street estimates. The stock is still down 16% this year on concerns that AI will disrupt the software space.

EVgo hit profitability for the first time with $12 million in adjusted EBITDA for 2025. The charging company's revenue soared 75% in Q4 to $118.4 million, with gross margin surging 2,350 basis points. CEO Badar Khan credits strategic placement "where people are running errands" and utilization rates about five times higher than competitors.

Fed officials signaled rate cuts could be coming. New York Fed President John Williams said cooler inflation could allow for more easing, while Fed Governor Stephen Miran said he thinks the central bank needs to cut rates by about a percentage point this year.

Chay Spirits is a zero-sugar vodka and RTD cocktail brand positioned in the “better-for-you” alcohol category. The products are sweetened with allulose, marketed as low-carb, clean-label alternatives to traditional flavored vodkas and canned cocktails.

The company reports 8.3x revenue growth from 2024 to 2025 and distribution in 450+ retail and on-premise locations, including Jewel-Osco and Total Wine & More. They’ve raised over $1M in prior private funding and are now crowdfunding with a $100 minimum and early-bird share discounts.

It’s a fast-growing lifestyle alcohol brand targeting zero-sugar demand, operating in a highly competitive RTD and vodka market.

See the campaign →

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Cheers,
Brandon & Blake of Invested Inc