Did the net cash from operating activities of Credo for the quarter ended October 31, 2026 come to at or above 20.5% of its revenue?
Divide the net cash from operating activities by the revenue that Credo reports for the quarter ended October 31, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 20.5%; no if it is below 20.5%.
If the source is late or silent: If Credo has not filed by December 17, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
The restriction is shelved or exempted, leaving no ban in force
Yes, expecting cash generation to hold near or above recent levels as revenue scales with demand.
If yes
A China-specific transceiver restriction is published and in force by mid-2027
No, expecting the ratio to stay below 20.5%, continuing the softer print seen last quarter.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
— Machines2 models
— Readersshows from 5
The trail · since Oct 22
the Call 45, recorded Oct 22machines 2 runsreaders show from 5
The case · 2 people · 2 minutes
The restriction is shelved or exempted, leaving no ban in force1 people argue noA China-specific transceiver restriction is published and in force by mid-20271 people argue yes
Stronger if no · 1 people
The restriction is shelved or exempted, leaving no ban in force
The proposal timing coincides with trade discussions and Chinese control of upstream materials creates a bargaining setup. The administration can advance restrictions, pause them during negotiations and resume them later, as precedent shows. Faster…
Stronger if yes · 1 people
A China-specific transceiver restriction is published and in force by mid-2027
Advanced logic chips suitable for AI and HPC, along with manufacturing equipment for sub-16nm logic and advanced NAND and DRAM processes, are restricted from export to China. This prevents China from developing indigenous advanced chip capabilities…
What would change the Call
The operating cash flow and revenue figures in Credo's 10-Q or 10-K for the quarter ended October 31, 2026 would move the call.
The Call · Thesis 62 · The restriction is shelved or exempted, leaving no ban in force
The house leans to "The restriction is shelved or exempted, leaving no ban in force".
2 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will the U.S. have in force, as of 2027-06-30, a tariff or import restriction specifically targeting Chinese-origin optical transceivers?
A proposed U.S. restriction on Chinese-origin optical transceivers is weighed against China's leverage over upstream optical materials, with one side expecting the restriction to be paused or shelved and the other expecting it to take force by mid-2027.