Is CRDO still attractive at current valuations, or is the growth already priced in?

CRDO has a strong AI/data center connectivity story and the business momentum looks impressive, but I’m struggling with the valuation at current levels. Revenue growth and market positioning are clearly strong, yet the stock seems to be pricing in a lot of future execution already. I’m curious how value-oriented investors here think about names like CRDO. Do you see a reasonable margin of safety at these levels, or is this the kind of company that only makes sense after a major pullback? submitted by /u/Sur