Credo Technology Group Holding. Every tracked FinTwit mention of $CRDO, newest first. 132 mentions since the first on Jul 17, 2025. See the price chart.
CK Capital — Love to see it. $CRDO.
Send me back to all time highs. https://t.co/opVRABQqWU↗
Jun 4
IvanaSPEAR — $AVGO reiterating $100B guide for ‘27 while everyone is raising…
I think tried hard to lock everyone out of the value chain, but maybe didn’t work out as planned?
Customers want…↗
Jun 4
InvestmentGuru — $CRDO and $MRVL is on top of my add list on bigger pullbacks.↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
InvestmentGuru — $AVGO Broadcom just reminded everyone how high expectations matter.
Q2 FY2026:
✅ Revenue: $22.19B (+48% YoY)
✅ Adj. EPS: $2.44 vs $2.40 expected
✅ AI Revenue: $10.8B, more than do…↗
CK Capital — $CRDO keeps selling off and I think it is one of the most misunderstood reactions in the market right now. Look at what this company actually proved and why the path from here is b…↗
Jun 3
CK Capital — The photonics sector has run and people think they missed it.
They have not seen what is coming. The buildout is only just beginning.
Here is the simple reality. Every AI cluste…↗
Jun 3
Ben Pouladian — Credo gives zero flaps! $CRDO
The product, not the attitude. Zero-Flap is Credo's highest-ASP product
Same link sold as a system, not parts = ~10x the dollars per link.
Free ex…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 2
Ben Pouladian — @jaltucher Respectfully, the premise is false. On its Q4 call $CRDO announced a micro-LED optical-AEC (lasers → micro-LED, ~30m reach) and guided >$600M of FY27 optical revenue. "S…↗
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
Jun 2
CK Capital — $CRDO just tripled its revenue in a single year and the stock fell 12% on the report.
The selloff is one of the craziest reactions I have seen imo.
Look at what they actually di…↗
Jun 2
CK Capital — What did I say…
Sell off was nasty.
Up over 20% since this. $CRDO https://t.co/4FTYV1MuSW↗
Jun 2
InvestmentGuru — $CRDO just dropped a monster Q4 — and the market still sold it off. Here’s why
Q4 Results
→ Revenue: $437M (+157% YoY, +7.4% QoQ) — beat estimates
→ Non-GAAP Gross Margin: 68.3%…↗
Jun 2
InvestmentGuru — Overnight Market Movers
$CRDO falls more than 11% despite beating earnings estimates across the board. A reminder that in this market, strong numbers don’t always guarantee a posi…↗
Jun 1
CK Capital — $CRDO down 12% after hours on one a great earnings report.
The selloff makes no sense to me and I think it gets bought right back up.
Look at what they just reported.
Q4 revenue…↗
Jun 1
TheValueist — $CRDO KEY READ-THROUGHS FROM CREDO TECHNOLOGY GROUP Q4 FY26 EARNINGS CALL
Credo’s Q4 FY26 call provides a high-signal read-through that the AI infrastructure bottleneck is shiftin…↗
Jun 1
TheValueist — $CRDO EXECUTIVE CALL SUMMARY: Credo Technology Group Holding Ltd (06/01/26)
Credo delivered an exceptionally strong Q4 fiscal 2026 print and an even stronger fiscal 2027 framework…↗
Jun 1
Shay Boloor — $CRDO Q4 EARNINGS
• Revenue $437M vs Est. $433M
• EPS $1.16 vs Est. $1.03
• Operating Income $217M vs Est. $204M
• Gross Margin 68% vs. Est. 66%
Q1 Guidance
• Revenue 470M vs Est…↗
Jun 1
Kevin Maro — If you like investing in great companies, I recommend buying the $CRDO dip like I have. Not financial advice. https://t.co/dE38hWHWIb↗
Jun 1
TheValueist — $CRDO (Bloomberg) -- Credo Technology forecast revenue for the first quarter; the guidance beat the average analyst estimate.
FIRST QUARTER FORECAST
Sees revenue $465 million to $4…↗
Jun 1
TheValueist — $CRDO earnings on deck today. Big 15.4% implied move. Let's hope it goes on the green side... https://t.co/5RJbCxdf1Q↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
May 2026 · 45 mentions
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
PhotonBull — Personally interested in some of the companies reporting earnings this week
The ones I will be watching: $CRDO $HIVE $PANW $AVGO $CIEN
Anything on your radar for this week?↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 28
InvestmentGuru — Watching $CRDO & $MRVL — Waiting for the Pullback
Two of the strongest AI infrastructure names on my radar right now. Not chasing. Building a position on weakness.
$CRDO
High-spe…↗
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…
February 2026 · 4 mentions
Feb 28
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Nancy Pelosi Stock Tracker ♟ — Holy sell alert 🚨
Markwayne Mullin just filed up to $755k of trades.
Buys: $0
Sells: $755K
It appears he liquidated the majority of his positions including $PRMB, $LRN, $DELL,…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
December 2025 · 1 mention
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
November 2025 · 2 mentions
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 1
Raging Capital Ventures — Who’s Fabulous in 2025? $CRWV $IREN $APLD $PLTR $RGTI $QBTS $BE $CRDO $MSTR $OPEN ??↗
October 2025 · 4 mentions
Oct 31
Zephyr — Great performance by CREDO today
$CRDO https://t.co/ALINjbHcoe↗
Oct 20
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 14
Ray Wang — Bearish UALink. Lunch is likely to get eaten by Hock and Jensen.
$CRDO somehow get benefited by working with $AVGO (and today’s deal with OpenAI 👀
September 2025 · 1 mention
Sep 10
Raging Capital Ventures — These were great trades re: $CRDO, and I thought I was so smart, but of course the stock is now at $160. Should have just bought it!
Of course, now I am short again… ($ALAB too)↗
July 2025 · 1 mention
Jul 17
Raging Capital Ventures — Bought a variety of puts to further complement my short book over the past week or so: $KNSL, $LYV, $CRDO, $MSFT, and $PLTR.↗
— Credo $CRDO sits in one of the less obvious AI infrastructure bottlenecks: data movement.
The first wave of attention goes to GPUs.
But once clusters get bigger, the problem shif…
The Future Investors — One of the final Q1 earnings weeks is coming up 📊
Monday: $CRDO
Tuesday: $PANW
Wednesday: $AVGO, $CRWD
Thursday: $RBRK
Which company are you watching most closely? 👇👀 https://…↗
May 29
TheValueist — $CRDO All-time high today. Given how this market is trading, I have a feeling this keeps on going higher from here. https://t.co/74810NL1pb↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Ben Pouladian — Wall Street read Marvell's $MRVL print as a beat-and-raise
The line that matters: FY28 guide raised $1.5B in one quarter, data center growth accelerating 46 to 50 to 55%
Demand i…↗
May 25
Gaetano — While I eventually turned bullish $CRDO under $100
I honestly did not expect it to hit new highs
But im here for it↗
May 24
Jason Luongo — 2. $CRDO - Credo Technology
Builds the retimers, optical DSPs, and active electrical cables that maintain signal integrity at rack level inside AI clusters. Revenue of $407M last…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…↗
Gaetano — With $SMTC and $CRDO getting so much love
It's time to look at Europe
And look at $VLX↗
May 22
TheValueist — Your Optical Landlord is still happy to see this quick rip in $CRDO . Worse comes to worse, they can sell copper cables to 3rd tier data centers in 3rd world countries. But that's…↗
May 22
InvestmentGuru — $MU
$CRDO
$AAOI
$AXTI
$MRVL
all green today↗
May 20
TheValueist — Your optical landlord added copper $CRDO 1/21/28 c320 yesterday. R/r looked too good. I’m still ultrabullish optical and it will coexist with copper for years to come. I’m a firm b…↗
May 20
Gaetano — Today is a great reason why I want exposure to copper
Names like:
$CRDO
$SMTC
$MTSI
$VLX / $VLX.L↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
InvestmentGuru — The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy”
$MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 16
Black Panther Capital — 5/6. Three wildcard picks that fits his frameworks for the next AI bottleneck:
Wildcard 1: $CRDO
Build the cables and chips that move data between GPUs inside AI clusters.
revenu…↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
Gaetano — Some of the best re-rate candidates in optics
Came from companies with legacy businesses
Or heavy copper exposure
And are transitioning to heavier optical product mix
Companies…↗
May 12
Gaetano — If you like $CRDO and $SMTC
You'll probably like this company I found as well
https://t.co/pGjKMTVcpU↗
May 11
tae kim — Credo stock up roughly 100% since my March 2 bull call on my Substack $CRDO https://t.co/jN5ljqkwIg↗
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 10
InvestmentGuru — 5 Small Caps with Large Cap Potential
1. $RKLB — Rocket Lab
The clearest space infrastructure compounder. Q1 2026 revenue hit a record $200.35M, up 63.5% YoY, with a $2.2B backlog…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — 10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 6
InvestmentGuru — 5 AI Infrastructure names I’m still buying on pullback
$MU
Hit a new 52-week high of $640 on strong hyperscaler demand signals and bullish analyst revisions.  HBM market growing…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 2
InvestmentGuru — 5 stocks that are buying opportunities on pullback: $CRDO $MRVL $GFS $ANET $BE
$CRDO — Credo Technology
The AEC king just hit 201% YoY revenue growth in Q3, and the stock has pul…↗
May 1
Daniel Koss — @nanalyzetweets Who the hell calls $CRDO a meme stock? Insanely boring business that prints cash and grows fast? 😂↗
— Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
Apr 28
KawzInvests 🦑 — $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment.
This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module witho…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Daniel Koss — Did I nail the bottom for $CRDO?
The stock crashed 50% in a few months.
Now basically up 100% since my post.
Narratives change sooo quickly, but if you follow the right people, t…↗
Apr 26
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 22
InvestmentGuru — $CRDO — Credo Technology is one of the cleanest AI infrastructure plays in the market right now. They make the high-speed SerDes chiplets and active electrical cables (AECs) that c…↗
Apr 22
KawzInvests 🦑 — $CRDO up 74% in the past month.
Credo's entire business was built on copper cables. Copper works today, but every hyperscaler is moving to optical for 1.6T and beyond. That was th…↗
Apr 22
InvestmentGuru — $CRDO one of the best setup in market. Gave you around $145 https://t.co/3Erudh0IDm↗
InvestmentGuru — 5 AI Stocks. 1 Clear Winner for the Long Term.
$CRDO | $MRVL | $MU | $GFS | $GOOG
Here’s how they stack up 👇
$CRDO — Credo Technology
The most asymmetric bet in AI infrastructur…↗
Damnang2 — @MinervaCap In my view, the move in these names is likely tied to Amazon’s investment in Anthropic.
It looks like this capital is being funneled into the interconnect layer of Tra…↗
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 19
InvestmentGuru — $CRDO — Credo Semiconductor: Just Bought Its Way Into Silicon Photonics With a $750M Power Move
Already on the list as a small cap — but this news changes the thesis entirely. Cred…↗
TheValueist — Excellent episode. Don't feel bad if you didn't know about Dust Photonics pre-deal. They said $TSEM was probably the fab for Dust, so if $CRDO blows out the product, it is incremen…↗
Apr 17
Jason Luongo — Growth stocks I'm watching right now:
$IREN | $48.18 - AI data center infrastructure, 4.5 GW pipeline, largest single-site build in the US
$CRDO | $164.09 - AI connectivity, 1.6T…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
TheValueist — $CRDO RESEARCH NOTE - Credo Buys DustPhotonics: Internalizing the Optical Engine for the AI Interconnect Stack
https://t.co/YyBTKg3GRI
Bottom Line: Credo's acquisition of DustPho…↗
Jason Luongo — Looks like I waited a little to long to start this research. Was really looking forward to starting a position in $CRDO but it’s been a rocket ship since market open Monday 😅
Sho…↗
InvestmentGuru — $CRDO — One of the strongest AI connectivity plays right now.
We can see bigger move in coming weeks. IMO↗
Apr 14
InvestmentGuru — Overnight movers are telling a clear story of where momentum is flowing right now. $SNDK continues its explosive run, adding another 3% and pushing its YTD gain beyond 300% — a rem…↗
Apr 14
InvestmentGuru — $CRDO making a strong move into the future of AI infrastructure
Credo Technology surged +12% after announcing its expansion into silicon photonics and optical connectivity — a ma…↗
Apr 14
InvestmentGuru — $CRDO — One of the strongest AI connectivity plays right now.
Revenue +200% YoY, margins near 70%, and guidance still pushing higher. With ZF Optics, ALC, and OmniConnect, the nex…↗
Apr 13
KawzInvests 🦑 — Credo $CRDO is acquiring DustPhotonics for $750 million cash plus equity. This is the biggest move they've made.
My concern with CRDO was always copper. Their business was built o…↗
Apr 12
Jason Luongo — @babyfolio Excellent article. I have als been researching $crdo over the weekend↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 11
Jason Luongo — Researching 4 new stocks this weekend.
$OUST $20.80
LiDAR + computer vision. Acquired StereoLabs in February - now selling a full Physical AI sensing platform, not just sensors.…↗
Apr 10
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
— The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…