The AI chip Supply Chain is hot again: this company's stock price rose 13% in one day.

Credo Technology Group (CRDO) closed up 13% yesterday, priced at $150.85, with a significant increase in Trading Volume. Although the stock price has fallen 14.2% over the past month, the recent Rebound is quite interesting.

What is the logic behind it? The demand for AI infrastructure and high-speed connectivity has surged. The latest financial report expectations from CRDO reveal some clues:

Data Highlights:

• Next quarter EPS expectation $0.49, year-on-year growth 600%
• Revenue expectation $235.23M, year-on-year growth 226.6%

This kind of growth looks impressive, but there is a hidden worry—analysts' consensus estimate for EPS has not changed in the past 30 days. What does this mean? The stock's short-term rise may lack the support of follow-up momentum.

Currently, CRDO is rated at level 3 (Hold). To see if this rebound can continue, it is crucial to pay attention to whether analysts will raise their earnings forecasts.

The peer SonoTek Corporation (SOTK) performed differently, falling 4.8% to $3.89 yesterday, but its EPS expectations actually have a +50% year-on-year growth potential, rated at level 2 (Buy) — in contrast, this may be a more noteworthy option.