CRDO
Credo Technology Group Holding Ltd
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$CRDO WATCH THIS SPACE! From the guy that called EOSE
CRDO the squeeze is starting. Let’s see 20% AH.
CRDO - for once get in before the squeeze
Mentions
CRDO and ALAB 💰 Super happy about AVGO earnings this week. Great growth. Not happy about the pullback in NVDA as a result.
What signs do you see that Ai is waning? I bought ALAB and CRDO back in mid June and both are up 100% since then. Both reporting higher than expected earnings and higher forward guidance. Just curious about what you are seeing.
Happy to see someone mentioning CRDO. It’s a silent killer. 🔪
ALAB and CRDO plus AVGO. If Alab is too high, can get into Labx for exposure. Anything AI that is helping to build data centers is my focus. I've held all of these for a minute, and all are 100 over my buy price. I also love VST and it is currently in a buy zone. RMBS and SNDK with NTNX are low lying stocks beginning their blow up. Data centers are being built everywhere so for the next 5 years expect these companies companies to blow up. Of course I own all the above WSB stock plays but seriously real investors aren't just playing them. Anet and Net and NVDA. I can go on definitely keeping my Sofi and Rddt.
Goog, Nvda, AVGO, crdo, ALAB. Google will outperform now that antitrust is out of the way. NVDA and AVGO have way more demand than supply and will be growing massively for the next 5 years. CRDO and ALAB are correlated to NVDA and AVGO. With accelerated computing becoming way more complicated, you need even more networking solutions.
My question is: Why the hell were we all so excited about LULU? It's price action is absolutely horrible, and yet I got suckered into buying it just like the rest of you. We could at least get excited about something like AMG, CLS, CRDO, or STX. Seriously. Check those out. I want more recommendations like that.
Finally back in CRDO after panic selling in the $40s! Nice.
Is asking CRDO to go up to 150 really too much to ask for??
CRDO IV is still 168% .... First time I see options surviving with almost zero IV crush after earnings.
CRDO is the trade of the day
Crdo might pop more if AVGO earnings soar. crdo is a plays a solid role in AI infrastructure so if AVGO booms...CRDO plays might soar more. Hoping avgo doesn't bomb though
$CRDO seems to be the new nbis
I had 100c and I will short CRDO out of spite, after i see why it's up that much, maybe
CRDO to the moon 🌕
50k CRDO bet will pay off pretty good 🤑🤑 4 contracts are now feel ITM. Strike $130 https://preview.redd.it/bjrpyg1p13nf1.png?width=1008&format=png&auto=webp&s=33271081319bfc9f8f82bf45435b20ced190f166
CRDO calls IV inflated GOOGL calls weren’t
everyone was busy munching on GOOGL but no one seems to bother with CRDO? it is up 14%
congrats bro! I was busy selling CRDO puts :)
Maybe because of CRDO and/or M/AEO, those companies might all be
Holy fuck I bought 80k of CRDO at 105 and panic sold it at 100 2wks ago, now it’s at 142…gimme the rope
Need CRDO to pop up more
CRDO gonna copy Zscaler
Fwiw, CRDO makes custom copper cables for data center server connections and has a PE of 40. They Reported Q earnings of 52 cents today, on $ 230 million revenues. Tomorrow, after all the guys have covered 6 million short interest, I will buy some puts at $140 strike, 11/21 expiry.
If your premium with CRDO is $1000 then you’re still screwed
I guess CRDO crushed?
CRDO expectations feel pretty high, I think a small sell off even on a beat will happen. 420 PE ratio, and very high growth is expected. I doubt it rallies tbh.
not a lot of data on CRDO, also RDDT is bullish so puts I guess
Wtf is happening with CRDO
I’m scared CRDO is setting up nicely for earnings, meaning my calls might be obliterated in the AM
Do you think CRDO is in for a climb tomorrow?
CRDO calls, earning are gonna be higher than expected
CRDO puts to start my week.
# CRDO: The Data Center Stock Poised to Benefit from Surging Demand # The Global Digitalization Wave The digital transformation is accelerating at an unprecedented pace. The adoption of **artificial intelligence, cloud computing, video streaming, and fintech services** requires ever more powerful and scalable network infrastructure. At the core of this revolution are the **next-generation data centers**, which must deliver speed, energy efficiency, and the ability to handle exponentially growing traffic volumes. In this environment, **Credo Technology Group (NASDAQ: CRDO)** stands out as a strategic player, thanks to its connectivity solutions designed to lower power consumption and operating costs. # CRDO’s Key Role in Data Centers CRDO develops high-efficiency components for data transmission inside data centers, with a strong focus on: * **Chips and network interfaces** supporting ever-faster standards (400G, 800G, and beyond). * **Power-saving technologies**, a crucial issue for the sustainability of hyperscale facilities. * **Innovative solutions for switches and servers**, enabling scalable architectures. These products are already being adopted by major operators and cloud service providers, who must optimize infrastructure to manage the surge in AI-driven workloads. # Why Demand Will Favor CRDO The growth of the data center market is being fueled by three main drivers: 1. **The AI boom**: training advanced models requires massive computing capacity. 2. **Cloud expansion**: enterprises and governments continue migrating applications and data to hybrid cloud architectures. 3. **Sustainability pressure**: operators are pushed to reduce energy usage and emissions, driving demand for more efficient solutions. CRDO sits right at the intersection of these trends, offering a product portfolio that not only meets performance needs but also helps clients **cut energy costs**, one of the most pressing challenges for data centers today. # Market Outlook and Stock Potential Analysts see CRDO as a company with significant growth potential, positioned in a niche where demand is set to strengthen over the coming years. The ongoing buildout of new data centers and the upgrade cycle of internal networks fuel a structural wave of investment. As a result, CRDO is viewed as a **direct beneficiary of the data center buildout**, with growth prospects supported by secular trends and strong innovation capabilities. 📌 **Bottom line**: CRDO is a data center stock well positioned to benefit from the **global surge in infrastructure demand**. With its combination of **innovation, energy efficiency, and structural market drivers**, the company offers a compelling growth story for investors. Do you want me to also craft a **short, punchy version for Twitter/Reddit** to make it viral among retail investors? https://preview.redd.it/gpb5y5swakmf1.png?width=1024&format=png&auto=webp&s=8ad99f579a4a9513b73b27a93cc03c201fbac6d1
# CRDO: The Data Center Stock Poised to Benefit from Surging Demand # The Global Digitalization Wave The digital transformation is accelerating at an unprecedented pace. The adoption of **artificial intelligence, cloud computing, video streaming, and fintech services** requires ever more powerful and scalable network infrastructure. At the core of this revolution are the **next-generation data centers**, which must deliver speed, energy efficiency, and the ability to handle exponentially growing traffic volumes. In this environment, **Credo Technology Group (NASDAQ: CRDO)** stands out as a strategic player, thanks to its connectivity solutions designed to lower power consumption and operating costs. # CRDO’s Key Role in Data Centers CRDO develops high-efficiency components for data transmission inside data centers, with a strong focus on: * **Chips and network interfaces** supporting ever-faster standards (400G, 800G, and beyond). * **Power-saving technologies**, a crucial issue for the sustainability of hyperscale facilities. * **Innovative solutions for switches and servers**, enabling scalable architectures. These products are already being adopted by major operators and cloud service providers, who must optimize infrastructure to manage the surge in AI-driven workloads. # Why Demand Will Favor CRDO The growth of the data center market is being fueled by three main drivers: 1. **The AI boom**: training advanced models requires massive computing capacity. 2. **Cloud expansion**: enterprises and governments continue migrating applications and data to hybrid cloud architectures. 3. **Sustainability pressure**: operators are pushed to reduce energy usage and emissions, driving demand for more efficient solutions. CRDO sits right at the intersection of these trends, offering a product portfolio that not only meets performance needs but also helps clients **cut energy costs**, one of the most pressing challenges for data centers today. # Market Outlook and Stock Potential Analysts see CRDO as a company with significant growth potential, positioned in a niche where demand is set to strengthen over the coming years. The ongoing buildout of new data centers and the upgrade cycle of internal networks fuel a structural wave of investment. As a result, CRDO is viewed as a **direct beneficiary of the data center buildout**, with growth prospects supported by secular trends and strong innovation capabilities. 📌 **Bottom line**: CRDO is a data center stock well positioned to benefit from the **global surge in infrastructure demand**. With its combination of **innovation, energy efficiency, and structural market drivers**, the company offers a compelling growth story for investors. Do you want me to also craft a **short, punchy version for Twitter/Reddit** to make it viral among retail investors?
CRDO earnings next week thoughts?
ZS and CRDO calls for next week
first time hearing CRDO and DOW
Pure Retardium. Do you have any concept of waiting more than 1 day. It's not a magic trick. CRDO is at $131.82 you absolute retard and you sold at 100 a week ago.
CRDO earnings next week. 📈
# CRDO – Credo Technology Everyone's hyped about NVDA... but what connects the AI brain? $CRDO does. Just a quiet reminder that every time you praise NVIDIA’s GPU supremacy, someone at $CRDO is smiling. They build the high-speed connectivity that glues together AI compute systems. No cables = no clusters = no AI. Undervalued. Underrated. Under the radar. 🧠 Let the market keep sleeping. I’ll be stacking. \#LongOnCredo #CRDO #AIinfrastructure #ChipConnectors #MemeStockWithBrains \#NotFinancialAdvice #HoldTheCables #WallStreetSleepsWeDon't
**Title:** NVDA is dipping… but CRDO might be the real play 👀📈 **Body:** Everyone’s staring at $NVDA’s drop today, but maybe it’s the perfect time to look elsewhere. Just because the big boys stumble doesn’t mean the semiconductor story is over. In fact, $CRDO (Credo Technology) might be one of the stealth winners in this cycle: * Focused on high-speed, energy-efficient connectivity solutions — exactly what the AI boom demands. * Strong partnerships with hyperscalers and next-gen data centers. * Huge TAM expansion: more AI = more bandwidth needed, faster and cheaper. * Still trading far from the nosebleed valuations of mega-caps. While NVDA shakes charts, CRDO could be quietly setting up for a big leg up. 🚀 📊 Anyone here already accumulating? Or waiting for more dips?
**🚀 Credo Stock (CRDO) – The hidden gem of the semiconductor sector?** Lately, I’ve been digging into **Credo Technology Group (NASDAQ: CRDO)** and here are a few things that caught my eye: * 📈 **Hot sector**: They operate in high-speed connectivity (data centers, AI, cloud). With the AI boom not slowing down, companies enabling faster and more efficient data transfer could play a huge role. * 💡 **Strong innovation**: CRDO develops low-power consumption solutions, something giants like NVIDIA and hyperscalers are increasingly demanding. * 🔍 **Growing fundamentals**: Recent quarters have shown improvements in both revenue and customer pipeline. It’s not a big player yet, but the trend looks positive. * ⚠️ **Risks**: Like most small/mid-cap tech stocks, volatility is very high. This is a pure “growth” play, so don’t be surprised if it moves +20% one week… and -20% the next. Some analysts see CRDO as a **“pick-and-shovel play for AI”** – not the flashy brand everyone knows, but one of those companies building the infrastructure AI can’t run without. https://preview.redd.it/xqx9s1i2dilf1.png?width=1024&format=png&auto=webp&s=03b4d990749d5dcaee95a12ad7c66037a5dfd46d
God damn that CRDO one hurts. Cuz I’ve been there… I panic sold my APLD calls for a massive loss not knowing their earnings was the next day, it jumped 30% the next day and is up 60% since I sold them at a loss. I’d be up around 30k right now 🫠
You’d be up $12.5K on CRDO if you weren’t a little B. These are stocks not options, why panic sell?
I don't know man. I just watch CNBC for Sara Eisen (eye candy).....and any Tom Lee & Josh Brown's stock picks. Bought PLTR, CRDO early 2024. Then RKLB mid 2024, then NBIS at IPO.....Look at their performance.
# CRDO – Credo Technology # CRDO – Credo Technology Everyone's hyped about NVDA... but what connects the AI brain? $CRDO does. Just a quiet reminder that every time you praise NVIDIA’s GPU supremacy, someone at $CRDO is smiling. They build the high-speed connectivity that glues together AI compute systems. No cables = no clusters = no AI. Undervalued. Underrated. Under the radar. 🧠 Let the market keep sleeping. I’ll be stacking. \#LongOnCredo #CRDO #AIinfrastructure #ChipConnectors #MemeStockWithBrains \#NotFinancialAdvice #HoldTheCables #WallStreetSleepsWeDon't
Never see CRDO mentioned. Didn't they crush earnings and gain like 30% last q?
Anyone buying Credo? CRDO?
Used the last of my dry powder to buy more CRDO after the absolute senseless prison beating it took today
2. Credo Technology (CRDO) 💥 $CRDO is the sleeper AI stock no one’s watching. Q3 earnings expected to crush. Analysts see +25% revenue CAGR. Infrastructure for AI needs low latency, and CRDO builds the veins.#AIInfrastructure #Datacenter #CRDO #UndervaluedStock #Grok
2. Credo Technology (CRDO) 💥 $CRDO is the sleeper AI stock no one’s watching. Q3 earnings expected to crush. Analysts see +25% revenue CAGR. Infrastructure for AI needs low latency, and CRDO builds the veins.#AIInfrastructure #Datacenter #CRDO #UndervaluedStock #Grok
2. Credo Technology (CRDO) 💥 $CRDO is the sleeper AI stock no one’s watching. Q3 earnings expected to crush. Analysts see +25% revenue CAGR. Infrastructure for AI needs low latency, and CRDO builds the veins.#AIInfrastructure #Datacenter #CRDO #UndervaluedStock #Grok
2. Credo Technology (CRDO) 💥 $CRDO is the sleeper AI stock no one’s watching. Q3 earnings expected to crush. Analysts see +25% revenue CAGR. Infrastructure for AI needs low latency, and CRDO builds the veins.#AIInfrastructure #Datacenter #CRDO #UndervaluedStock #Grok
2. Credo Technology (CRDO) 💥 $CRDO is the sleeper AI stock no one’s watching. Q3 earnings expected to crush. Analysts see +25% revenue CAGR. Infrastructure for AI needs low latency, and CRDO builds the veins.#AIInfrastructure #Datacenter #CRDO #UndervaluedStock #Grok
what we think about CRDO?
Since you want to be spoon fed long ALAB, CRDO, LITE
ALAB and CRDO. Am up 80% and 69% from my initial buys just a few weeks ago. I expected they'd go up but not this much this fast. Feels like they still have more room to run... ASPI I've been holding from below $2 to now over $9-$10. I'm convinced it's going to grow more but will take a little more time. I'm holding. SLDP and ONDS are my teeny stocks I'm making teeny buys in right now to test drive them. Very very small and speculative. Haven't done enough research on them but I'm working on it, so not financial advice. But both up and hitting new highs today. SLDP especially up. Both very volatile. So be forewarned.
If INTC ceases to exist as an advanced semiconductor manufacturer, US export restrictions become toothless. TSMC will have all the leverage. Chinese markets will open up. Tan, Zinsner, and Sutardja will make untold millions from their investments in companies like CRDO supplying data centers in China.
LEUis moving nicely, PGY and CRDO have been on a tear!
Ok so calls on meta, msft, CRDO, pltr, rddt, and NVDA next quarter. Did I miss any?
Calls on CRDO. Earnings early September.
Calls on SARK and find a nice entry for long on CRDO-next 10 bagger
It is insane seeing 2nd 3rd tier AI-related company like CRDO trading at around 300 PE. Wasn't around for Dotcom but I imagine this is probably how it felt 2 or 3 years before the burst
SMCI CRDO OPY and NVDA keeping me green today so far
Go for CRDO and HIMS lol
If CRDO could make it's way to 120 I'd feel better
HOOD, RKLB & CRDO for The Win!
CRDO call I have for July 18. Celestica on a torrid run not often spoke of. I have not looked at whether too late or why it has just taken off.
Nobody talks about CRDO, like crazy in here. And I'm here for it. All in tm.
CRDO $95 calls to the fuckin exoplanets
I bought more CRDO shares instead of taking profit. How regarded am I?
>Can someone smarter than me explain it in basic terms? Think about the core components of a computer - CPU, GPU, memory, storage and networking. What happens if any single one of these components is constrained? It indirectly constrains the other "faster" components. CRDO makes the equipment that allows for fast data storage access. What is an AI model trained on? Vast amounts of data. What good are those ultra fast next-gen GPU, if it needs to wait on data? >Does it have a moat in the product? Sort of. Many other companies make equivalent products, but CRDO has been a step ahead in making the fastest solutions, which is ideal for AI. >Why is there a large customer concentration? Currently, the only companies that need their products are the AI hyperscalers. You have your MSFT AMZN primary hyperscalers, GOOGL ORCL secondary hyperscalers, and then the likes of META OpenAI TSLA xAI building up their own clusters. If you're not an AI hyperscaler, you'd just buy "slower" product equivalents at a cheaper price because they are sufficient for your needs. I believe it's MSFT that is 61% of their last Q sales.
https://finance.yahoo.com/quote/CRDO/profile/ Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.
CRDO makes specialty chemicals and materials used in making semiconductors and other tech stuff. Think of them as a behindthescenes supplier for chips and AI hardware stuff that helps make faster, better processors. Their products are kind of niche, so that gives them a bit of a moat because not many can easily replace what they do. The big customer concentration is because a few giant chipmakers rely heavily on their specific chemicals. So if those customers do well or ramp up AI stuff, CRDO benefits big time.
What is your thesis on CRDO?
Weird I sold a third of my NVDA yesterday and bought more RDDT, HOOD and a new position in CRDO. See what tomorrow brings. The latter three stocks comprise about 18% combined of holdings.
I bought CRDO yesterday and more RDDT and HOOD. For one day of year I feel I dunno not pissed off. I did not sell in April I did some tech rebalancing that month dumping entire GOOGL stake replaced with more NVDA, META and AMZN. Worked well. I’m likely unwise to buy individual stocks at 55 but I keep it a reasonable pct of stuff.
Look at semiconductors, i.e. CRDO (not financial advise, do your research)
CRDO broke ATH last week with 4× average volume. Strong support at $80 and multiple analysts raised targets to $95+. I’m holding calls, looking for continuation if it holds $85 next week.
CRDO gonna run today I feel it
Free money to be made today in PSIX, CRDO, and LFMD
Man I wish I bought CRDO back in April
Check out $CRDO and $PSIX. Crazy movement lately that I don’t think the majority of Wall Street have caught on to lately
Mfw watching all the tickers I’ve had my eye on ($PSIX, $CRDO, $SMCI, $LFMD) moon while I lose money on AMD https://preview.redd.it/f8kx2lhwcz7f1.jpeg?width=573&format=pjpg&auto=webp&s=aca6b96c3b7624821b5148e1256f1eb9ab7d2f2f
CRDO still on track for growth!
Look inside the AI and datacenter ETFs for individual stock picks if that is the way you want to go. CHAT, SPRX, DTCR. CRDO looks to have a good future, but its niche is more of a sure thing than the specific company.
Just learned about CRDO
My opinion is I choose SMH so I don't have to try and divine such subtleties.... If I was to pick a second chip stock after NVDA though, it wouldn't be any of these, with AVGO (and TSM) the obvious choice. Next I'd look at all the big chip equipment stocks, then ALAB, MU, RMBS, CRDO and maybe MRVL. Of your choices tho, I'd go with AMD, as it has a larger fan base that would respond very positively to any really good news.
I thought about shorting CRDO which has a P/E of 6000+. It went from 61-> 78 on earnings
Bought a CRDO put at the peak here, dumb?