What top creators are saying about Credo Technology Group Holding Ltd(CRDO)

The speaker cites expected sales growth above 100% over the next 12 months and a Rule of 40 above 120, but considers Credo expensive relative to NVIDIA and other opportunities.

The host said the previously identified support level held, while noting it was a chart observation rather than a guarantee.

Mentioned among optics and connectivity suppliers whose prospects could be affected by Coherent's results and AI-infrastructure demand.

The speaker noted a rebound from the $130s and a buy signal, but offered little financial context and expressed uncertainty about the company's product exposure.

Rose after Celestica's results potentially supported data-center connectivity sentiment, but new competition from MaxLinear is a concern.

The stock was down about 9%. The speaker noted activity in optical semiconductors and said optics had been strong for a long time, without making a specific recommendation.

Trading below its post-earnings crash low at $148.55, down 8.74%; the post questions whether investors will buy the dip again.

Credo was said to be down 9% amid activity in optical semiconductors, but the speaker gave no valuation or performance outlook.

Fell sharply amid a CTO share sale under a pre-arranged plan and potential competitive pressure from MaxLinear entering a competing area.

Named by JPMorgan as a potential beneficiary of increased AI data-center spending.

The speaker groups Credo among next-wave AI-hardware companies tied to potential infrastructure bottlenecks and considers such stocks expensive compared with current AI leaders.

The guest saw potential for a move toward $250 if the stock clears the $229–$230 resistance area, while noting the wider group had already moved sharply.

Credo was reported down 5%; no specific recommendation or fundamental analysis was provided.

Mentioned as an optical networking and data-center connectivity company that may benefit from industry growth.

Mentioned among semiconductor and data-center-related names that rose; no company-specific investment thesis was provided.

Included among networking and semiconductor companies that could benefit from AI infrastructure expansion; the discussion stressed verifying sustained demand and revenue.

The stock was described as recovering after earnings, with expansion into optics through an acquisition and recent outperformance among photonics-related names.

Credo was listed among the speaker's successful calls for the week, but no supporting analysis or target was provided.

Credo was among AI-infrastructure-related stocks that fell during the session; no specific cause or lasting outlook was established.

The company was described as a connectivity beneficiary, though its shares can be volatile.

Triggered a technical buy signal around $150–$153, supported by strong revenue growth and consistent earnings beats.

A 20% post-earnings dip on customer concentration concerns presents a buying opportunity into a high-growth AI supplier with strong fundamentals and an attractive EV/GP/RG ratio of 0.26.

Strong quarterly results and optical demand for AI clusters support a second-half inflection, with post-earnings pullbacks offering attractive entry points.

Positioned to benefit from long-term secular adoption of optical components and silicon photonics in AI infrastructure.

Mentioned as a relevant asset in the investment context.

Identified as a key ticker to watch for the technical bottleneck shift toward memory sharing.

Included in the CXL bottleneck trade analysis for AI infrastructure.

The user is buying and taking profits to fund other positions, indicating a positive but transactional outlook.

Example of an AI infrastructure stock experiencing extreme volatility driven by algorithmic trend-following rather than fundamentals.

Jumped 12% after acquiring Dust Photonics, signaling heat in silicon photonics.

Released preliminary 3rd quarter revenue that massively beat expectations ($404-$408 million vs. $340 million expected) and projected 200% revenue growth for fiscal year 2026, causing the stock to jump significantly.

Included in a list of semiconductor companies set to benefit from the industry's shift towards advanced packaging and chip efficiency.

Reported explosive growth with revenue up 272% and EPS up 857% year-over-year, directly attributed to the build-out of AI training and inference clusters.

Highlighted as part of the expanding AI investment theme in data center 'plumbing' and connectivity, and was noted for outperforming NVIDIA during the week.