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
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bro, MSFT being up 1.2% is a big thing. this is a low beta, 3.6 trillion monster. it's not your CRDO, ALAB or NBIS "semi startups"
ALAB, CRDO, TGRP. ALAB had serious growth potential in ai and the data center builds blow them up. CRDO is great and has the special cables needed for ai data center build outs. TGRP pays awesome dividends which allows you to reinvest in anything yearly. A 1000 a year free compounds over 20-years especially when you put it into new stocks. Plus they will continue to move higher.
Gonna need ALAB and CRDO to have +10% days
CRDO 160p p p p p p p printed 🥳🥳🥳🥳🥳
When application is not shown above the horizon, it is probably great to search for growing infrastructure, projects, products or services. For example, I use knotcord.com to find the gravity network for NVDA. It pops out some interesting stocks, like CRDO and DAVE. Plus, it shows a handful of ETFs in addition to the giant ones you mentioned. This saves a lot of time to do fundamental research from scratch. It is performance based and the idea is that it is too big to hide. Perhaps we can do something about it before it becomes overwhelmingly large into the public viewpoint.
Or you can have a strategy that you planned and stuck with, and then you buy and sell whenever your strategy tells you to. For example, for this bull market, I bought PLTR average $24 and sold at $111 (up 362%) on the pullback to buy CRDO average $49, and HOOD average $48 and currently I’m up CRDO 235% and HOOD 173%. Now I’m just waiting for my sell signal. By the way, I believe the secular bull market is still strong, and this was a minor correction, the SPX -4% and NASDAQ-6%, both seem to bounce from the sma50, and if this is confirmed then I think we will continue to go higher. Happy trading everyone.
AI data doesnt travel between pipes. We have companies like ALAB, CRDO, ANET and many other companies that help speed up data travel between GPUs. Stop selling us this "pipe" dream cuz your bags are heavy
I buy and hold but it’s really about how long you hold. For things like GOOG and AMZN, I’m keeping those for an indefinite period of time. Just continuously adding to my holdings. For things like IREN and CRDO and RKLB, I bought, held until I got scared and then sold. Made a neat little profit each time, take that profit, and then invest it in my long term holdings. You should be increasing your capital if you can. The more you put in, the higher your ability to make profit becomes in dollar terms. I messed around with options and got spanked. Wouldn’t recommend
Glad I had CRDO and ALAB on my watchlist to buy this week and never pulled the trigger, now I can spend all weekend lamenting gains I could’ve had
Any chips: I like RMBS/ALAB/CRDO, ride GLXY back up or gamble on MP with the chyna meeting
CRDO 🚀to the moon! All data centers for AI need cables!
Invest in good companies that has something unique to offer. Like CRDO, Corewave, APP
All tech, but that's where the growth is ALAB ANET MU NVDA CRDO ASML TSM
I didn't see this post but found it searching for others in SanDisk. Wondering what your projections are for earnings. I have 2- 50 calls expire Dec. My gut says sell one and buy out the other. Basically take the money and run into something else. My brain says buy them both and hold this forever. We know the run lately has been explosive. If earnings don't impress we will have a set back. However, it seems the market makers are in love with it. All of my other stocks have ran hard but not this hard. MU, CRDO, RMBS,PSTG, NVT, TER, VRT. My initial strategy was buy 2 calls if they run hard sell one call buy the other with the profits. Yes, it has worked out quite well. Just wondering what you think?
Another stock I never hear discussed is CRDO (Credo Technology). It's up 1290% over the past 5 years. They make Active Electrical Cables.
> I was in CRDO from april-july, I think theyre a key part of the ai ecosystem but also think they've had their run up and are priced fairly. Theta Gangers, this would be a good candidate to CSP or CC, wouldn't it?
I was in CRDO from april-july, I think theyre a key part of the ai ecosystem but also think they've had their run up and are priced fairly. I don't think the same with IREN or NBIS
I listen to their ER and follow them pretty closely. The way to think about ALAB, CRDO, ANET, CSCO, and other networkers like NVDA, AVGO, MRVL is they will benefit from number of chips deployed. Nvidia for example has gone from 8 GPUs fused together to 72. Their next generation called Rubin will fuse 144 GPUs together. As this continues, the hyperscalers will need more Ethernet cables, AECs, switches, etc. Again, I hold all 3. If I were to rank them on safety, it would be Anet, followed by Crdo, then Alab. ALAB has stiff competition from Nvidia themselves as well as Broadcom and Marvell. Crdo has 70% market share in their space and don’t really compete with the big guns. If I were to tank them on growth potential I would say ALAB, followed by CRDO, and lastly ANET. ALAB is going through a blip due to analyst fears about more competition however the networking TAM is growing so rapidly they will continue to do well. They have 2 major catalysts in the next 2 weeks. First, Amazon reports next week which will help the stock since they are ALAB’s main customer. Then they will beat and raise again in their November 4 ER.
On a TTM basis net income is $42M. This is a company growing revenues over 100% annually. They’re on a $1B revenue run rate and will only continue to grow due to the AI boom. I think it can be tricky to value such companies on fundamentals. One also needs to think of their place in the market and the niche they’re carving out. Because of the massive expansion in number of GPUs/XPUs being used, both ALAB and CRDO are feasting due to their niches. ANET is benefitting from the same dynamics but growing at a slower rate. All 3 will do well over the next 5 years.
Net income for ALAB has been negative for all financial years to far. CRDO has had negative Net income all the way up to 2024. It's first now in 2025 that they made black numbers. If and how that continues in the future, I do not know. If you look at ANET, on the other hand, they have a proven track of being profitable for many many years.
What are this groups thoughts on CRDO and VRT? They make infrastructure parts needed to build data centers.
I own all 3. ALAB and CRDO will double again next year. You just need to be able to stomach the volatility. They’re both growing at 100%+, profitable, no debt.
TSM +3.02% All AI stocks are going to rally. NVDA, SMCI, CRWV, ALAB, CRDO, NBIS ......
Holy fuck ALAB and CRDO getting absolutely torched
what do y'all think of CRDO
$SCWO, $RKT, $RDDT, $CRDO - Future Generational Liquidity
$SCWO, $RKT, $RDDT, $CRDO - Future Generational Liquidity
CRDO might get 50% pop, Fermi too
*** Pump of the Day Update NBIS still in pole position ... CRDO following behind ...
Big fan of CRDO, especially since the recent share drop yesterday
Other AI related stocks - picks and shovels: ANET, VRT, GLW, CRDO, MU.
I may never financially recover from the rugging CRDO gave me today
CRDO unloading bags upon bags on retail rn
Lmao insane rallies on CRDO and ALAB after the AMD news
With the exception of CRDO, which may work or not also for ulterior reasons, the other ideas are suicide, unless we are really at the top (which I don't think is the case) Imo, the best short are the bonds collateralized via GPUs, if they ever become publicly traded.
I think VRT is the better short of your list. We are already seeing hyperscalers looking to move into their own cooling solutions. CRDO and ETN are dangerous to go against since their narratives are optical connections (which is going to grow regardless of data center count) and power density (again doesn’t rely on datacenter count).
$NVDA is buying a 33% stake in $CRDO Get in NOW!!!!!!!
I agree in principle, but nobody really knows when the spend will turn off for these data center/neo cloud operators. Infrastructure companies like VRT, VST, CRDO, ALAB, etc have 10X into becoming $30-$60B companies, that flow through run rate spend is now picking up among the next level. $300 for IREN is far fetched, but I also wouldn’t bet against those types getting to ~$50B level of cap either before things start breaking down. Heck, CRWV sits there right now.
Load the fuckin boat on CRDO
STRL CRDO both overlooked. Both AI infrastructure plays. STRL a former low margin construction company successfully pivoting into high margin data center projects via acquisition and shift in management strategy to higher margin projects in general CRDO highly innovative connectivity solutions for datacenters specifically in rack-to-rack connections. Rack-to-rack latency is currently one of the largest bottlenecks in AI compute speeds in both inference and training especially true with larger LLM models that do not fit onto single rack systems.
CRDO isn’t built on fundamentals it’s built on green god candles
Bro everyday I open the CRDO chart and remember when I sold at 105 last month I long for the rope
If any bers need a laugh this morning just know I sold 80k worth of CRDO shares at $100 on Aug 21st. stock is up over 50% since then
Nobody is talking about CRDO.
CRDO raised guidance and AI is on a new tear.
Took profits and completely out of ALAB & CRDO today. Did I pull out too soon?
Broz CRDO is absolutely crushing since their last quarter financial reporting and this place is dead silent on it. wtf?
Have CRDO calls 160 exp 10/17, anyone have any speculation about what's gonna happen with the stock in the next couple weeks
Holy fuck my post about panic selling hurts today, CRDO up 6%, GLXY up 11% and NBIS up 40%. I was full ported into each of those within the last month and sold for a loss.
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