Credo Technology Group Holding. Every tracked FinTwit mention of $CRDO, newest first. 551 mentions since the first on Jul 21, 2025. See the price chart.
July 2026 · 48 mentions
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 16
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 16
BULL OF BRITAIN — $SPY is holding between 750-760 yet your stocks are going down heavily.
No new money is coming into the market.
But companies like $AAOI, $SMTC, $CRDO , $MRVL are hitting ATH tu…↗
Jul 16
Midas — Top photonics stocks I found using @asymmetrix_xyz:
$AAOI
$CRDO
$SIVE
$AXTI
$LPTH
Follow me for more.↗
Alex A.C. — Great insights about AI Photonics:
- 800G Transceivers "to the moon" (in line with recent info from Innolight -see my related post-) Let's go $AAOI 🌛 (that execution though.... �…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 14
CK Capital — New deep dive is out on the research page.
We think $CRDO is one of the most asymmetric plays in the entire market right now.
They win no matter what. Copper dominates today and…↗
Jul 13
CK Capital — $CRDO bought its future.
The DustPhotonics deal brings silicon photonics in house across 800G, 1.6T and 3.2T, on both NPO and CPO, sitting right next to the serdes and DSP they al…↗
Jul 13
KawzInvests 🦑 — I keep seeing $CRDO called the king of copper. The company literally closed a $750M silicon photonics acquisition six weeks ago.
The deal was DustPhotonics. it brought silicon pho…↗
Jul 13
Jason Luongo — The next stock I buy will likely be one of these 10 companies.
1. $CRDO - Credo Technology
Revenue tripled to $1.3B in fiscal 2026. Makes the high-speed copper and optical interc…↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
InvestmentGuru — Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS…↗
CK Capital — $CRDO is basically Marvell's revenge arc.
CTO Lawrence Cheng — 11 yrs at Marvell
COO Job Lam — 11 yrs at Marvell
CEO Bill Brennan — 11 yrs at Marvell
Cheng and Lam quit in the sa…↗
Jul 10
PhotonBull — This would be so funny
Would also be a HUGE catalyst for the AI trade as it would be the final signal that capex is not being cut, that AI spend continues and that $META is in the…↗
Jul 10
PhotonBull — Paperhand shorts means that the short covering could be aggressive if/when it happens
Regardless, don't think it's smart relying on short covering but the photonics sector without…↗
Jul 10
Jason Luongo — 10. $CRDO - Credo Technology
Revenue tripled to $1.3B in fiscal 2026. Makes the high-speed copper and optical interconnects that AI data centers run on. 1.6T connectivity products…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 8
Alphatica — LARGE / MID-CAP TAPE | July 8, 2026
Large / mid-cap blocks. +$214M net buy. Flipped. Yesterday: -$726M. $AKAM +$88M zero sells. $NET +$65M. $CRWV +$62M. Yesterday's sellers became…↗
Jul 8
BULL OF BRITAIN — I don't know how much more I can keep saying it, but every research road I go down ends up back to $CRDO↗
Jul 8
BULL OF BRITAIN — @SharkSociety_ @0xBADB01E I think anyone who was writing off copper was destined to fail. I initially was on that band wagon but now I am heavily allocated in $CRDO / $SMTC specifc…↗
Jul 8
BULL OF BRITAIN — Two threads just got published by @0xBADB01E
that changed how I think about the AI trade. Ill try my best to translate as easy as possible.
> One showed inference is a LATENCY p…↗
Jul 8
InvestmentGuru — Rotation back to AI infrastructure play
$MU
$SNDK
$NBIS
$CRDO
$MRVL
$AVGO
$MRVL
$CRWV↗
Jul 7
Alphatica — LARGE / MID-CAP TAPE | July 7, 2026
Large / mid-cap blocks. -$726M net sell. $ALAB -$138M. $TER -$129M zero buys. $RKLB -$124M. $NET +$79M near-zero sells. The mid-caps got hit. Q…↗
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 6
Alphatica — LARGE / MID-CAP TAPE | July 6, 2026
Large / mid-cap blocks. -$309M net sell. 2,664 prints. $TREN +$134M. $MRNA +$107M. $AXON +$106M. $ULTA -$93M. 248 names tracked.
$2.00B in buy…↗
Jul 6
BULL OF BRITAIN — Non-CPO names printing hard rn. I mentioned a few names quite alot
$CRDO +14%
$SMTC +7%
$AAOI +6%
Even if the SemiAnalysis news is wrong. These will still be relevent, and if…↗
Gaetano — We know $CRDO is going to like this
But I'm telling you, you guys gotta dig into $SMTC
Just look at their product roadmap
Listen to their earnings call
Or even just plug their…↗
Jul 5
CK Capital — Kyber delayed 12+ months and CPO sliding toward the Feynman era, per SemiAnalysis. The copper and pluggable era just got extended by a year or more if true.
$AAOI wins cleanest.…↗
CK Capital — $CRDO Is genuinely growing at a insane rate.
They did $193 million in revenue in fiscal 2024. $437 million in 2025. $1.34 billion in 2026.
And just guided fiscal 2027 to over 80…↗
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating.
Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
June 2026 · 153 mentions
Jun 30
PhotonBull — Nice rallies so far, little later than I thought but still played out nice
$BE $SNDK $CRDO $NBIS↗
Jun 30
CK Capital — $NBIS and $CRDO both want $300 https://t.co/5b3CsbJ78S↗
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…
May 2026 · 46 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
The AI Investor — It's funny to see forward PE, or even a few more years EPS of some of the hottest stocks in AI infra like $BE $LITE $COHR $ALAB $CRDO
And even the storage stocks like $STX or CPU…↗
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.…↗
CK Capital — The numbers for $CRDO are truly insane yet this stock is down heavily from aths.
$CRDO revenue for the last 6 quarters:
Q2 FY2025: $72M
Q3 FY2025: $135M
Q4 FY2025: $170M
Q1 FY…↗
Mar 29
CK Capital — New Long position idea:
$CRDO is down 55% from its all time high of $213 and just posted the most absurd earnings I have seen from a semiconductor company this cycle.
Here is the…↗
Mar 28
Shay Boloor — This macro washout over the past six months has created a lot of potential opportunity across popular growth names:
• $RGTI −76%
• $EOSE −75%
• $DUOL −73%
• $BMNR −71%
• $HIMS −69…↗
Serenity — $AAOI feels like must-have photonics exposure to me.
Their earnings report is genuinely black magic.
$LITE ($50B MC): FY 2026 est. ~$2.91B
$AAOI ($5.6B MC) H2 2027: $4.35B ARR.…↗
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…↗
Feb 27
IvanaSPEAR — But what about copper, and specifically component suppliers $ALAB $CRDO . Should they be left for dead?
Here are some thoughts:
1. $ALAB is posting inmpressive growth ('25 57% '2…↗
Serenity — @Para_Capital I mean this is the $CRDO Amazon wire incident equivalent. But in the Defense sector.
Be $AVAV:
-> Renegotiates contract from R&D type to long term volume contract.…↗
Jan 20
Serenity — @realstockfox I actually have 33 different positions right now.
If you see my monthly updates, I track A TON of stocks.
But with the thesis-type posts, I usually hold for a…
December 2025 · 20 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
IvanaSPEAR — But don't forget about the rest of the networking value chain.
$AVGO $ALAB $CRDO $ANET $MRVL
Here is a link to the Replay + Slides from our Networking webinar from Sept.
https:/…↗
Nov 26
IvanaSPEAR — GPUs vs. TPUs?
The answer is Networking:
- Optics
- Switches
- Retimers
- Electrical Cables
Slides from our Networking Webinar 🧵👇
Loved sharing my thoughts with @cvpayne on @F…↗
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…↗
IvanaSPEAR — AI investments come in waves, and we think we are on the cusp of a new investment wave.
AWS is growing at a pace we haven’t seen since 2022 — reaccelerating to 20% YoY.” — $AMZN…↗
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…
September 2025 · 3 mentions
Sep 24
IvanaSPEAR — Networking is the hottest area of AI Data Centers 🔥
$NVDA $AVGO $ANET $MRVL $ALAB $CRDO $APH $COHR $CIEN $LITE
Tune into our webinar today at 12 PM or sign up to get the replay…↗
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)↗
Sep 4
IvanaSPEAR — Add $CRDO and $CIEN to this list...Networking is the next AI trade!
...don't forget to tune into our Networking webinar at the end of the month.↗
August 2025 · 1 mention
Aug 28
IvanaSPEAR — Trend Alerts from this earnings season🛎️
#1. Networking is the way AI hardware is achieving performance improvements and will be key for power gen savings $ALAB $ANET $CRDO $NVDA…↗
July 2025 · 2 mentions
Jul 21
IvanaSPEAR — What's been going on over the past month?
$ALAB didn't participate in this latest rally...
It's lagging its closest competitor, $CRDO, by 30% even after the move today... https:/…↗
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.↗
BULL OF BRITAIN — The second I posted this, they all reversed.
I'm on to you fuckers.
$SMTC $AAOI $CRDO https://t.co/vZ4vdttRfP↗
Jun 29
InvestmentGuru — $518 BILLION Memory Arms Race Just Dropped
South Korea just announced the biggest semiconductor investment in history.
Samsung + SK Hynix → each building 2 new DRAM fabs
81T won…↗
Jun 29
InvestmentGuru — Overnight Movers:
Optical communication rebounds:
• $GLW +3%
• $CRDO +2%
Memory stocks continue to recover:
• $MU
• $SNDK
• $WDC
• $STX
(All +1%+)
$CBRS +6% after last week’s 2…↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
PhotonBull — New peace talks according to Axios
They will always save the market when they have to, so thanks for that
Overnight action will be interesting here as some of the large winners t…↗
Jun 28
CK Capital — "I invest in companies like $CRDO"
One of the most important CEOs just told you where the smart money is going.↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
InvestmentGuru — @imariholt Fair point — and I completely agree, the average investor shouldn’t be running 20-30 positions. This portfolio exists for a specific purpose: to track, analyse and shar…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 25
Jason Luongo — 9. $CRDO - Credo Technology
Q4 FY2026 revenue $437M, up 157% YoY. Full-year $1.34B. ZeroFlap active electrical cables integrated into Rebellions' RebelPOD AI clusters. Expanding f…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 25
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
Jun 25
InvestmentGuru — $MU EARNINGS
Earnings Breakdown — Not Just a Beat. A Statement.
THE NUMBERS
➡️ Revenue: $41.46B vs $35.25B est — beat by ~17%
➡️ Non-GAAP EPS: $25.11 vs $20.28 est — beat by 2…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Ben Pouladian — @PatrickMoorhead Make a run and buy $crdo here Cristiano↗
Jun 24
BULL OF BRITAIN — While everyone is freaking out, this is what's on my shopping list and why I chose these names, so here is list:
• $AAOI - $130 is an absolute joke for what they are guiding
• $…↗
Jun 24
InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain.
$NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇
1. Blackwel…↗
Jun 23
PhotonBull — Just got off the phone with the witch doctor
He told me the bottom was in
Time to ride it back up
$MU $SNDK $AAOI $ASTS $DRAM $NBIS $CRDO↗
Jun 23
BULL OF BRITAIN — @smdcapital Yeah, stuff like $AAOI seems really ridiculous at 140~, $CRDO, $SMTC etc etc↗
Jun 23
BULL OF BRITAIN — $CRDO price target raised to $340 by BoFA https://t.co/FmzGTD09Cx↗
Jun 23
Gaetano — I had Chat make a quick comp table
$SMTC $MTSi $ALAB $MXL $CRDO
It's a day old now so things changed
But check it out https://t.co/qJcTZkKbuw↗
Jun 22
BULL OF BRITAIN — I gave you $KEEL and $CRDO - both up +75% in one month.
$SMTC is next. https://t.co/ToJWF7Ai9t↗
Jun 22
rubicon59 — They hated $CRDO then, but love it now.↗
Jun 22
CK Capital — $CRDO HITS 300 https://t.co/dyBBQX4BFH↗
CK Capital — In the last 4 months I gave you all these plays and you still aren't following???
$CRDO $95 to $270
$NBIS $80 to $290
$PENG $34 to $72
$AMPG $3 to $9
$KEEL $3 to $6.50
$DRAM $30 t…↗
Jun 22
InvestmentGuru — $CRDO I shared this one at $207 and added at $212↗
Jun 22
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Jun 22
CK Capital — Went Long $CRDO at $95
Vision was so clear.↗
Jun 21
CK Capital — The whole market is obsessed with timing the photonics transition.
The smartest way to play it is to own the company that wins whether it happens early or late.
That is $CRDO.…↗
Jun 21
BULL OF BRITAIN — This is completely not true. Copper is not “dead”
Hyperscalers have said it verbatim: they will use copper in any way they can. It’s cheaper and lower power, and at the 3-7m reach…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
rubicon59 — Every time I am down, I re-read this $CRDO -short VIC article.↗
Jun 21
Gaetano — In my latest article I unpack the following:
$SMTC $MTSI $ALAB $MXL $CRDO
It is not a deep dive.
It starts with a quick pulse check on each company:
> What they sell
> What thei…↗
Jun 20
Shay Boloor — I also own a 4% position in $CRDO and a 2% position in $AAOI in the Growth Portfolio. https://t.co/7mVMsVk9rf↗
Jun 20
Shay Boloor — 4 STOCKS CONNECTING THE AI BUILDOUT
A modern AI system is thousands of chips wired together and they're only as fast as connections between them so as companies pour money into AI…↗
CK Capital — Copper wire has run the world for over a century. The era that replaces it is starting right now, and it might be the most important infrastructure shift of the decade.
Here is th…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 18
Damnang2 — If I had to pick the two strongest stocks to watch in this market right now, I would choose $CRDO and $ALAB without hesitation.
They are both grouped under connectivity, but they…↗
Jun 18
BULL OF BRITAIN — All you have to do, is buy good companies lol. Last 2 days of holding SK Hynix / $CRDO https://t.co/uMBmM5cCtZ↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 18
InvestmentGuru — $MRVL, $MU , $AMD , $INTC and $CRDO
holding green on an FOMC selloff day = institutional conviction. These are your strongest stocks in the market right now.↗
Jun 17
CK Capital — 2 of me and the Subs bigger positions are absolutely flying.
I called out
$HOOD at $75 for the subs.
And
$CRDO at $210 for the subs.
Here is the button to hit if you want the…↗
Jun 17
CK Capital — $CRDO has to be one of the most goated stocks here. https://t.co/BDPOboZ8X3↗
Jun 16
Alex A.C. — " $AVGO 's VCSEL-based NPO sales and microLED based optical solutions that are developed and promoted by chipmakers such as Credo $CRDO " 👀😱😱
Well, after the Nvidia and LITE ch…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME
Not hype. Not momentum. Structural positioning.
$MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗
Jun 16
CK Capital — @HOUSEofZAVARO $AAOI
$CRDO
$LITE
$SIVE
$COHR↗
Jun 16
KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners.
1. Scale-up connect…↗
Jun 15
InvestmentGuru — $MU $CRDO $MRVL $INTC $NBIS
check this out↗
Jun 15
PhotonBull — Really recommend anyone that is remotely interested in $CRDO to read this article by @TheBigBerbowski
Genuinely one of the best articles I've read on here
On a company that is g…↗
Jun 15
Shay Boloor — @FuturumEquities @danielnewmanUV $ALAB, $CRDO and $AAOI are my three horses in the race.↗
InvestmentGuru — AI INFRASTRUCTURE LEADERS — EVERY DIP IS AN OPPORTUNITY
$MU
HBM memory leader, critical bottleneck supplier for AI accelerators
Pricing power improving as AI memory demand outpace…↗
Jun 15
Gaetano — I still think $SMTC has plenty of upside in store
Seeing how much of a bid $CRDO has been catching
I like them both in my basket.
I still believe it is very under-appreciated…↗
Jun 15
rubicon59 — They maligned $CRDO on finX, but it is +2.5x in 3mos.↗
Jun 14
InvestmentGuru — $CRDO great read. I started position at $212 recently↗
CK Capital — $MXL is my all in challenge pick as you guys know, and outside of the swing trade challenge, the stock looks amazing.
Here is what the company does and why I like them.
MaxLinear…↗
Jun 12
InvestmentGuru — $CRDO looks like another green day https://t.co/HBpSqnnDDJ↗
Jun 12
Damnang2 — I wrote a deep dive on $CRDO about two months ago, and it's great to see the company finally getting more attention from investors.
More recently, I also published a detailed comp…↗
Jun 11
Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist :
$VPG : +15.9% sur la séance
Grosse continuation sur le thème capteurs de précisio…↗
Damnang2 — This article covers $ALAB and $CRDO, with a focus on the investment implications of each company.
I provide a detailed analysis of their technologies, competitive positioning, exp…↗
Jun 11
CK Capital — Don’t forget this.
Made this at $95.
$CRDO has always been undervalued. https://t.co/ey08DP4GCX↗
Jason Luongo — 2. $CRDO - Credo Technology (PEG ~0.9x)
Revenue $437M, up 157% YoY. Full-year revenue $1.3B, up 206%. Active electrical cables dominating rack-to-rack AI connectivity. Optical por…↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
InvestmentGuru — If you ask me for five stocks that still look like buying opportunities in this volatile market, my list would be:
$GOOG $CRDO $AVGO $ORCL $TSLA↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
CK Capital — I love $AAOI and $CRDO https://t.co/xt806yhsrk↗
Jun 10
Gaetano — This is a really important post if you care about optics
$lite $cohr $poet $crdo $smtc $aaoi
Please give it a bookmark + read↗
Jun 10
InvestmentGuru — My watchlist for the next meaningful pullback:
$CRDO
$AAOI
$GOOG
$MU
$NOK
$MRVL
$NBIS
$OKLO
$RKLB
$IONQ
Not chasing strength here.
Patiently waiting for volatility to create bet…↗
Jun 10
Damnang2 — The two companies I have received the most questions about while writing my articles are $ALAB and $CRDO .
At first glance, they may look similar. But in this article, I break do…↗
Jun 10
CK Capital — If I had to bet on one sector go give me insane returns from here, it is photonics.
Not close.
Every AI cluster is useless if it cannot move data between GPUs fast enough.
Com…↗
Jun 10
InvestmentGuru — If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation:
$CRDO $AAOI $MRVL $GOOG $NOK
All of them sit in strong structural th…↗
Jun 9
Damnang2 — Two companies are often mentioned together under the theme of AI data center connectivity: Astera Labs ($ALAB) and Credo ($CRDO). Their stocks often move in the same direction, and…↗
KawzInvests 🦑 — Expect some short term selling in photonics names on the CPO/800V delay headline. The market will paint the whole sector with one brush.
Photonics is not just CPO. CPO is one sl…↗
Jun 9
Kevin Maro — @JonkooTrades Can't wait to see $CRDO and $AAOI play out these next few years↗
CK Capital — This is something everyone needs to read and is very important.
Could be bearish for $LITE and $COHR.
I believe this is bullish for $CRDO.↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 9
CK Capital — In a sea of red.
$CRDO always finds a way. https://t.co/apLGjwTi7b↗
InvestmentGuru — Best Top 10 stocks in market, IMO
🔹 $MU – Memory & HBM leader
🔹 $MRVL – AI networking and custom silicon
🔹 $AAOI – Optical connectivity beneficiary
🔹 $CRDO – High-speed AI in…↗
Jun 9
InvestmentGuru — Today’s market showed encouraging resilience as buyers stepped back into AI and semiconductor names after Friday’s sharp selloff. The Nasdaq led the recovery, small caps participat…↗
Jun 9
CK Capital — The optical transceiver market triples to $36 billion this decade and $AAOI is the smallest cap name with arguably the most explosive upside in the entire space. Here is the math n…↗
InvestmentGuru — 10 Stocks I’m Concentrating In Right Now
1/ $MRVL — Marvell Technology
Custom ASIC + co-packaged optics architect for the hyperscaler era.
1.6T interconnects are MRVL’s runway.
G…↗
rubicon59 — Only took 1 quarter tp double from the panic selloff in March. $CRDO↗
Jun 7
CK Capital — @ParadisLabs I like a lot of photonics and memory names, favorite ones being $AAOI, $LITE, $CRDO and $DRAM.
Also long $NBIS and $PENG↗
Jun 7
CK Capital — Photonics is the future of computing and most people have not woken up to it yet.
Here is the simple reality. Every AI cluster being built needs to move enormous amounts of data b…↗
Jun 7
Kevin Maro — My top 5 best AI stocks to invest in long-term:
These are my biggest positions, and I believe each of these will 10x or more over the next 5 years:
$NBIS: The man who built Russi…↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
InvestmentGuru — Last week I bought
$CRDO
$MRVL
$SATL
What you buying?↗
Jun 6
CK Capital — Friday gave us some of the most amazing buys.
$NOK at $15
$NBIS at $200
$CRDO at $200
$HOOD at $80
$KEEL at $5
$AAOI at $170
$LITE at $850
$PENG at $55
$ADEA at $28
And many more…↗
Jun 6
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
InvestmentGuru — $CRDO — One of the cleanest setups in this market
The post-earnings dip is a gift.
Revenue tripled year-over-year to $1.34B in FY26. Non-GAAP net income up 5x. Non-GAAP operating…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 5
CK Capital — $CRDO doesn’t care if the market is tanking. https://t.co/VYDKIt2FHV↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 5
InvestmentGuru — @GotZep Yesterday I shared with my Sub-
$CRDO — Best risk/reward of the three. Revenue more than tripled to $1.3B in FY2026, a 206% YoY increase, and non-GAAP net income grew mor…↗
Jun 5
InvestmentGuru — @GotZep I personally started position in $CRDO yesterday at $212. I find better risk reward here vs $MRVL↗
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…↗
— 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 5
rubicon59 — Haven’t tracked these other optics, but $CRDO is +2x since.↗
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? 😂↗
— 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…
InvestmentGuru — 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…↗
Apr 28
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
CK Capital — The GPU trade made people rich.
The CPU trade is what comes next and it is already happening.
Agents that open files, run searches, execute code, wait for responses, and loop th…↗
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
CK Capital — Market is giving some great discounts today.
These are my favorite:
$CRDO down 8%
$AAOI down 11%
$COHR down 5%
$LITE down 5%
$MRVL down 5%
$NBIS down 4%↗
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…↗
Apr 26
Ben Pouladian — For six months the market has asked the wrong question about $CRDO.
When does CPO kill copper. How fast does the AEC market shrink.
Wrong frame.
I caught Gilad Shainer at GTC in…↗
Apr 26
Shay Boloor — @Micro2Macr0 @meetblossomapp Currently own $AEHR, $CRDO and $AAOI in the Growth Portfolio with $ALAB in the Family Portfolio.
All have already rerated from my original entries but…↗
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
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
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 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Jose Najarro Stocks — $AMD $NVDA $INTC $CRDO $ALAB $MU
If only there was someone posting daily videos on semiconductor for years, even when the market hated them..... https://t.co/gNA3d4KBhf↗
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 23
CK Capital — This is the life you and bro will be living in 2030 because you held these stocks with conviction.
$ASTS — $80 today → $1,500 by 2030
The only space-based cellular network connec…↗
Apr 22
rubicon59 — Let there be light. (And copper.) $CRDO↗
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↗
Shay Boloor — Wild seeing $CRDO double in a matter of weeks.
Amazing what happens when the market finally notices the thing it was supposed to notice earlier. https://t.co/h1axTipywW↗
Apr 21
Gaetano — Update!
$POET $CRDO $AEHR $AAOI $SMTC $COHR
My personal watchlists are fairly conservative
But when they hit a few weeks ago, they produced some nice gains!
$AEHR
Level 1 - $30…↗
Apr 21
Shay Boloor — $CRDO is a ~5% position in my growth portfolio.
$ALAB is a ~4% position in my family portfolio.↗
Apr 21
Shay Boloor — The $AMZN & Anthropic deal is especially bullish for $ALAB & $CRDO because 5 GW of committed Trainium capacity means years of AI cluster buildout at AWS & both companies live insid…↗
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…↗
Apr 21
Shay Boloor — This $AMZN + Anthropic deal is also very bullish for $CRDO and reinforces why I hold the name: https://t.co/jFB1NRY8PD↗
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…↗
Jose Najarro Stocks — $AMZN $MRVL $CRDO $ALAB AI DEMAND IS INSANE AND WE ARE COMPUTE CONSTRAINT!
Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon’s Trainium chips…↗
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
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
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…↗
Apr 19
Shay Boloor — THE OPTICAL PHOTONICS BOTTLENECK
As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stac…↗
rubicon59 — Is $CRDO the only optics company now with real profits and hypergrowth?↗
Apr 17
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 17
Gaetano — As someone heavily exposed to optics like
$LITE $COHR $CIEN $AAOI etc.
I want exposure to copper too
Companies like $CRDO and $SMTC are decent sized positions for me
Learn more…↗
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…↗
Apr 16
Daniel Koss — Nooo, is it already over for human investors?
ChatGPT outperformed me last 5days! 🥲
At least 60% of ChatGPTs portfolio is 2 stocks I also recommend at their recent bottom:
$NBIS…↗
Apr 16
rubicon59 — One day you are copper-dead, but then a few weeks later you are the AI-connectivity king who is +50%. $CRDO↗
Apr 15
Tradable Astronaut — Dropped a video breaking down exactly how I use the @AionAnalytics index to find trades.
Walked through $HTZ $WOLF $CRWV $CRDO & how I go from a score to an actual entry.
Bookma…↗
Apr 15
Jose Najarro Stocks — $NVDA $AMD $NBIS $CRWV $TSM $CRDO $ALAB $MU
WAIT, WE ARE COMPUTE CONSTRAINT??
How did we miss this? I feel like the signs were there all along .... https://t.co/nDINCzcI4t↗
Gaetano — The $CRDO journey is nothing short of crazy
Copper vs. Optics is not a winner-takes-all today
Or for a long long time (if ever)
I personally like having exposure to both copper…↗
Apr 14
Alex A.C. — "DustPhotonics [the new $CRDO acquisition in the Photonics space] is a fabless company, and all its wafers are fabricated at Tower Semiconductor $TSEM "
If you already thought TSE…↗
Apr 14
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…↗
Apr 14
Shay Boloor — I initiated two brand new positions in the growth portfolio a couple weeks ago to expand my AI hardware bucket:
• $AAOI ($79.43) +85%
• $CRDO ($94.97) +70%
Applied Optoelectroni…↗
Apr 14
Gaetano — As $CRDO is starting to get some love again
I think $SMTC will start to attract more eyes
Got lots of comments & questions about SMTC recently so I'm workin on a writeup rig…↗
Apr 14
Jose Najarro Stocks — $CRDO Holy Smokes!! Up 17% PreMarket!!
It's been a great week for the semiconductor industry and, more importantly, for the portfolio, hitting new ATHs!!
Three things
1) When m…↗
Shay Boloor — $CRDO is up over 20% after acquiring DustPhotonics for $750M which is a deal that significantly expands its position in optical connectivity.
CEO William Brennan said the deal hel…↗
rubicon59 — Bro +40% in 3 weks since tbat snarky $CRDO comment↗
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
Alex A.C. — Now that $CRDO Credo has acquired DustPhotonics...
let's learn a bit about the "Low Loss Laser Coupling Technology" (L3C), its approach to NPO:
"L3C works by integrating off-the-…↗
Ben Pouladian — Follow-up to last night's Credo piece.
Three hours later, Credo announced the acquisition of DustPhotonics.
Press release: "vertically integrated stack spanning SerDes, DSP, Sili…↗
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 13
rubicon59 — After +20% in the past two days, $CRDO is +8% AH. All the “copper is dead” crapers have gone silent.↗
Apr 13
CK Capital — Exactly two weeks ago I told you I was long $CRDO.
As of today, it is now up over 65% since then.
And today they just announced the acquisition of DustPhotonics for $750M in cash…↗
Apr 13
Gaetano — $CRDO Moving heavier into optics now ‼️
Just acquired DushPhotonics
Strengthens their position in both pluggables and CPO
Really, really impressed by Credo management and their…↗
Apr 13
Daniel Koss — Many of you actually guessed it, both via comments and via DMs.
The stock is $CRDO!
Already up 30%+ since this post.↗
Apr 13
Shay Boloor — $CRDO is acquiring DustPhotonics in a $750M silicon photonics deal that also includes stock.
The deal expands Credo deeper into optical connectivity across 400G to 3.2T with the…↗
Apr 13
Ben Pouladian — three hours after publishing the credo piece last night, credo just announced the acquisition of dustphotonics — a silicon photonics PIC company
the press release language matches…↗
Apr 13
CK Capital — I told you guys to buy
$NBIS at $70 up 120%
$KRKNF at $2 up 300%
$LWLG at $5 up 130%
$OPTX at $4 up 200%
$BE at 110 up 60%
$AMPX at $9 up 100%
$CRDO at $90 up 50%
These were all…↗
Apr 13
rubicon59 — I’be been getting a lot of crap bashing these picks. $DLO $CRDO↗
Apr 13
Gaetano — You can be an optics bull and still like $CRDO
I don't know how much upside it really has in it long term, but I liked it at $95. If it dropped again i'd be interested in the 80's…↗
Apr 13
Ben Pouladian — The Credo bear case is built on the wrong question
everyone arguing "when does cpo kill copper"
meanwhile Credo shipped zeroflap optics at 800g three weeks ago and quietly walked…↗
Apr 13
Ben Pouladian — Nvidia's SVP of networking told me this on camera at GTC:
"if you can use copper, use copper. period"
the Credo bear case has been asking the wrong question for six months
full…↗
Apr 12
rubicon59 — Odd, no one here is bashing $CRDO lately after stock is up a lot recently. Copper good now?↗
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.…↗
Gaetano — Update:
$AAOI $85 to $153: 80% gain
$AEHR $30 to $71: 135% gain
$COHR $220 to $307: 40% gain
$CRDO $95 to $120: 27% gain
$SMTC $71 to $86: 22% gain
$POET $5 to $7: 40% gain
Wow.…↗
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…↗
Jose Najarro Stocks — HOLY CHIPS!! $NVDA $AMD $ALAB $AEHR $CRWV $MRVL $CRDO
It's been a great week for the What The Chip Happened Community!!
LAST 5 DAYS
$AEHR +55%
$ALAB +25%
$AMD +12%
$CRWV +25%
$MR…↗
Apr 10
rubicon59 — $crdo Copper is dead, long live copper? At least this week.↗
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 9
Gaetano — Update:
$AAOI up 70%
$AEHR up 125%
$COHR up 30%
$SMTC up 28%
$POET up 30%
$CRDO up 17%↗
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…↗
Apr 2
Gaetano — Updates on my watchlist...
$COHR $AEHR $POET $SMTC
10 days ago I launched my Substack
On day 1 I sent out a watchlist of all the companies
Since then, only 6 companies hit my fi…↗
Apr 2
rubicon59 — Amazing how $CRDO copper AEC business has improved in just a few days.↗
— IDK much about trading and catching sentiment turns, but I would challenge anyone to find a better fundamental deal than $DLO and $CRDO right now.
rubicon59 — "We are positioning Credo to encompass the entire connectivity fabric of AI infrastructure."
I don't think $CRDO has realized that they are being obsoleted by basket case optic…↗
Mar 24
rubicon59 — "ALCs have equal reliability to copper (which is 1000x better than optics), half the power of laser-based optics and equal costs." In other words, $CRDO gravy-train will keep rol…↗
Mar 24
rubicon59 — "It is going to be a more dense network (i.e. a huge TAM growth for $CRDO AEC), and when demsities begin to exceed copper (& presumably 1.6t), there will be $CRDO ALC (and LED…↗
Mar 24
rubicon59 — "Nvida and others are now going rack-scale (for scale up, which means), we are talking about about a HUGE number of NEW connections. So this is a new TAM (for $CRDO)."↗
Mar 24
rubicon59 — "We'v proven that we're able to scale (revenue), and we guided that we should be continuing to scale." $CRDO↗
Mar 24
rubicon59 — $CRDO is 15-18x NTM earnings while 200%+ accelerating growth. Mr. Market thinks it is the”yellow pages” of connectivity while in reality its TAM has multiplied rapidly as it is tak…↗
Mar 23
rubicon59 — I bet in a few quarters $CRDO will blow away all these optics stocks bid up on a promise.↗
Mar 23
rubicon59 — The more CPO for scale up, the higher the $CRDO AEC demand for “near” scale out.↗
Mar 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Mar 21
rubicon59 — That's comparable to the entire 2026 hyperscaler capex. $NVDA and a sh*tload of $CRDO AEC cables.↗
Mar 21
rubicon59 — The scale out data center cable market dynamics makes it almost inevitable. $CRDO↗
Mar 21
rubicon59 — While sandbagging with the “greater
than 50%” guidance, 100% growth in the next 12mos is possible given that $CRDO grew 200% in the TTM.↗
Mar 20
rubicon59 — FY’27 (May’26 to May’27) consensus is $1.3b but they will surely smash it bigly as revenues are accelerating due to increased AEC demand and a slew of new products. $CRDO↗
Mar 20
rubicon59 — Same time last year FY’26 consensus was $500m revenue for $CRDO. They are on track to $1.3b now, 3xing YOY. A slight beat I guess?↗
Mar 20
Serenity — @pepemoonboy Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive.
Now that I have 100k+ followers, there's…↗
rubicon59 — “ $CRDO cables are not impacted by move towards CPO. “😎🤷♂️↗
Mar 19
rubicon59 — "$NVDA Feynman CPO will kill $CRDO " is first-order thinking, IMHO. The reality could be the exact opposite - an acceleration of AEC sales & margins. We shall see.↗
Mar 18
rubicon59 — “Everywhere you can use copper, you want to use copper and we will use copper” $CRDO↗
Mar 18
rubicon59 — Mind-boggling AI products in pipeline, most expected to contribute revenue in volume this calendar year "with significant scaling thereafter." $CRDO↗
Mar 18
rubicon59 — "...zero-flap AECs deliver up to 1000x (🔥🔥) better reliability than traditional laser-based optical modules while consuming roughly half (👀🕶️) the power". $CRDO↗
Mar 18
rubicon59 — "AECs have become the de facto standard for inter-rack connectivity an dare now DISPLACING optical rack-to-rack connections up to 7 meters." $CRDO↗
rubicon59 — @teslabulltr AEC copper is actually replacing optical for short connections. Behold $CRDO hypergrowth.↗
Mar 18
rubicon59 — It looks to me that $CRDO cable roadmap is way ahead of the CPO noise.↗
Mar 17
Ben Pouladian — Copper vs Optics? More coming soon with Mellanox Nvidia networking SVP Gilad Shainer at Nvidia GTC
$crdo $nvda $lite $tsem https://t.co/WE3NDg3g7r↗
Mar 17
rubicon59 — Mr. Market is bidding up to ridiculous valuations any “optics” sounding semicondictor name regardless of the basket case business history, and selling off tremendous earners and 3x…↗
Shay Boloor — $CRDO unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption.
$NVDA CEO Jensen just confirm…↗
Mar 17
Gaetano — The market is obsessed with copper vs optics
$LITE $CRDO $MTSI $COHR
You see copper rip and optics drop when people feel like copper will stay in the rack for longer.
You see opt…↗
Gaetano — Ok I've got another one for you guys...
$MTSI $CRDO $LWLG $SIVE $SMTC
It's a company I never talk about, but am invested in.
Again, it's not necessarily in the tickers above.
It…↗
Mar 17
rubicon59 — $CRDO Who says you can’t find a great business at a reasonable price?↗
Mar 17
Serenity — @StephanC86 I was long on $ALAB and $CRDO last year when I posted my thesis.
But I pivoted to pure play photonics this year.
I do make posts when I change my positions, but I ma…↗
Mar 16
rubicon59 — I observe that $CRDO 's blowing past $ALAB in growth with higher margins while at less than half the multiple.↗
Mar 16
rubicon59 — "AECs are now the defato standard for intra rack and rack-to-rack connectivity up to 7 meters, increasingly DISPLACING laser-based optical modules. " $CRDO 🔥😎↗
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Shay Boloor — $NVDA CEO Jensen Huang says Nvidia will scale AI systems using both copper and optical networking.
He emphasized that future NVLink architectures will combine copper, optics and c…↗
Mar 16
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 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
Gaetano — One company has been on my radar...
$CRDO $MTSI $SMTC $LWLG $SIVE
But I haven't bought just yet
The story and trajectory are very compelling
The valuation is what is holding me…↗
The AI Investor — A free breakdown explanation of the AI data center networking stack: Scale Up, Scale Out, and Scale Across.
What’s your best pick for an AI networking stock right now, given that…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
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 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 11
InvestmentGuru — 10 AI Infrastructure Stocks To Watch
As AI data centers scale rapidly, many smaller companies are quietly becoming critical parts of the AI supply chain.
Here are 10 small-cap /…↗
Mar 7
Ben Pouladian — Wow what a week in AI optics!
$4B from Jensen into photonics. Hock Tan says stay on copper. Credo triples revenue. Marvell jumps 18%. LITE and COHR join the S&P 500.
I connec…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Mar 4
Shay Boloor — $AVGO says hyperscalers will stick with direct-attach copper as long as possible given its lower latency, power & cost versus optical.
That extends the copper era which is a m…↗
Mar 4
tae kim — Broadcom CEO pounding table. You want to use copper as long as you can. It's the lowest latency, lowest power, lowest cost. $CRDO "You don't need to run to bright shiny object call…↗
Mar 4
Ben Pouladian — Custom ASICs use copper.
NVIDIA training clusters use optics.
Hock’s copper comments are about inference not 100K+ GPU fabrics where copper can’t reach.
Different workloads.…↗
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,…↗
Serenity — High conviction long: $AAOI.
I genuinely think this could easily be a 3x by next year.
Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T.
$LITE uses FN i…↗
Mar 4
Tradable Astronaut — 🚨Leaderboard for the day🚨
Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR
Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS
Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO…↗
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Ben Pouladian — $CRDO Q3: $407M revenue, 202% YoY, 68.5% gross margins.
Same day NVIDIA puts $4B into Lumentum + Coherent.
And Credo dropped Weaver — a memory interconnect gearbox nobody was mod…↗
Mar 2
Ben Pouladian — $CRDO Q3 call revealed two things the market is sleeping on:
Weaver gearbox: 10x memory IO density. Positron building a 2TB inference XPU on it for speed!
Lasers are out: ZeroFla…↗
Mar 2
Trade Whisperer — $CRDO Another Interconnect/Optics Name
Bouncing off the 21 EMA on the monthly chart. Encouraging, but no BLUE candle confirmation yet. Weekly price action remains in consolidation…↗
Mar 1
Serenity — @jahintanvir_ Probably the likes of these:
Memory - $MU, Samsung, SK Hynix, Sandisk
Foundries, Packaging- $INTC, $TSM, $AMKR
Photonics - $LITE, $COHR, $AAOI
ASICs - $AVGO, $MRVL
Co…↗
— The big debate: Optics vs. Copper
$COHR $LITE $GLW
vs.
$APH $ALAB $CRDO
Detailed thoughts below 👇 https://t.co/jQ2I5fTksA
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
Gaetano — 🚨 Photonics investors, $NVDA just reported earnings.
The call had clear signal for the photonics trade.
Let's dig in.
$LITE $COHR $CIEN $GLW $FN $CRDO $MRVL $POET
1/ "Netwo…↗
Feb 25
Serenity — @DonkeyCapital69 Lot of my copper longs last year like $CRDO and $ALAB ended up becoming pure play photonics/cpo positions this year.
I swing trade them and think they’re still gr…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Gaetano — 20-30 Billion $ALAB $CRDO $GFS
Astera Labs - $ALAB $21B
$ALAB sells high-speed connectivity chips and modules (retimers and smart cable modules) that keep short-reach links insid…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
TheValueist — $CRDO EVENT CONTEXT AND KEY READ-THROUGHS
Credo Technology (CRDO:US) pre-announced preliminary fiscal Q3 2026 revenue of $404M-$408M, explicitly above the high end of its previous…↗
Ben Pouladian — $CRDO CREDO just preannounced $406M — 18% above their own guide. 51% QoQ growth.
Everyone's missing the nuance: copper isn't dead. It's eating optics from below.
https://t.co/io8…↗
Feb 9
Serenity — @AI_PowerFlow Preliminary revenue, probably just to stop $CRDO from tanking further. They don't typically do this.
Actual report comes out March 2nd.↗
Feb 9
Shay Boloor — $CRDO updated its Q3 FY26 revenue outlook to $406M which is well above the prior $340M guidance.
Q4 sequential growth is expected to be in the mid-single digits (estimates were +4…↗
Feb 9
Serenity — Imagine panicking with $CRDO at $95 ($17B MC).
If you bought then it would be a 52.6%+ gain in a week after today's preliminary ER.
Mid-term fears were overblown. 200%+ YoY re…↗
Feb 9
TheValueist — $CRDO (Bloomberg) -- Credo Technology reported preliminary revenue for the third quarter that beat the average analyst estimate.
PRELIMINARY THIRD QUARTER RESULTS
Prelim revenue $4…↗
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Serenity — @Frenchie_ I have $CRDO on there since I felt the selloff to $95 was a huge overreaction.
But I am a fan of photonic supply chains like $LITE, $COHR, $AAOI, $AXTI type companies↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 6
The Future Investors — Stocks that got absolutely hammered YTD by AI fears 😱🩸
$U | Unity -47.5%
$APP | AppLovin -44.3%
$HUBS | HubSpot -44.3%
$FIG | Figma -40.6%
$IT | Gartner -39.7%
$TEAM | Atlassian…↗
Serenity — Silver is crashing. Bitcoin is crashing. Stocks from $CRDO to $HOOD are crashing.
Happened to be around the same time as 2021 and chart looks basically the same.
The million do…↗
Feb 4
Serenity — @soulbiri1 Yeah today was extremely rough for high-beta. $CRDO, $IREN, $CIFR, and others just got nuked.
$AMD down -17%, even $MSFT down -22%+ past two months.
I'd expect when…↗
Feb 4
Serenity — Just woke up from a nap to see everything down 15% from $MU to $SNDK.
Even $CRDO is down 13%, haven’t seen it in the $90s in forever.
What a wild selloff. https://t.co/tytlogNw5o↗
Feb 3
Serenity — @AndrewP64090323 Probably at a “Panic Sell Everything It’s All Over”.
Crazy $CRDO is down 11% so far today, I’d be personally buying at these levels. https://t.co/y96M174lG4↗
Feb 2
Gaetano — Last time $CRDO had earnings they ripped and $LITE dropped
This represented the highs credo and the lows for $LITE
And they havent looked back since.
I wonder what this round of…↗
Feb 1
The Future Investors — 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 |…↗
Daniel Koss — $CRDO and $PSTG both look very interesting to me.
Both amazing long term holds. Just not sure if they can outperform the stocks I already hold and it's worth adding some 🤔
Anyo…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
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 14
Shay Boloor — Two months ago I launched a trading portfolio as part of the X subscription to focus on near- to medium-term opportunities.
We’re in a fluid phase of the AI cycle where new info i…↗
Jan 14
Serenity — January is wild.
Not even joking, many of my picks are up 60%+ over the past few days.
Didn’t even include $AXTI +60% or $VLN +60% in the charts.
While leaving out smaller ral…↗
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 11
Serenity — @Potato___Dragon I’m not giving projections on $CRDO but let’s just say it shows up a lot. (Credit: Nomura Equity Research) https://t.co/JvNh7wpCsx↗
Jan 11
Serenity — @ChiefLiquidity Markets are extremely dumb sometimes. $CRDO cable color changes was the perfect example.
Just this past two weeks there was also $VLN trading close to 1:1 with cas…↗
Jan 11
Serenity — $CRDO is now back up 15.47%+.
It's funny billions were wiped from Credo just because $AMZN doesn't like Purple.
Credo: "We grew 272% Y/Y and beat earnings by 35%."
Market: "Yeah…↗
Jan 10
Serenity — @Ren_aramb You flatter me too much lol.
I do enjoy posting information synthesis on stuff like $VLN, $CRDO or others. The fun part about it is markets will ultimately decide if it…↗
Jan 10
Serenity — @Lehi88 Thanks! Sometimes it’s as easy as getting the color of the cables right with $CRDO or in this case finding discrepancies between analyst reports and balance sheets with $VL…↗
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…↗
Jan 9
Serenity — @Sumojoe118 I revisited $VLN and did some quick modeling. I personally would assign a value of ~$700m which is around $6.5.
I’m actually holding my shares for a year for long term…↗
Jan 9
Serenity — @moninvestor Thanks! $OSS and $AXTI are smaller parts of my portfolio. I should have taken larger position sizes though in hindsight.
Most of my gains came from portfolio margin i…↗
Jan 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
Jan 7
Serenity — @LongInnovation $CRDO is not a big position for me. More of a swing trade based off misinformation posted about customer about to $MRVL and some keynote shenanigans.
But the drop…↗
Jan 7
Serenity — @MacroAINotes Thanks, Credo is personally more of a trade for me though. But it's really hard to time the bottoms when things look like a falling knife ( $CRDO down 35%+ since las…↗
Jan 7
Serenity — @soulbiri1 If I trade based off my voodoo TA charting, I'd be personally buying $CRDO at $130 level (which is around now).
Dropping from $210 -> $130 post-earnings last month, e…↗
Jan 7
Serenity — @zephyr_z9 I mean hasn't $MRVL announced an AEC killer with Alaska A like 4+ different times now since 2022? I treat it like $AMD saying they'll finally beat $NVDA with each gen re…↗
Jan 7
Serenity — @itsDanielWu Tons of people misinterpreted the "cableless comment", though the main drop was the $AMZN color change misinformation.
So you've nailed the bear case for $CRDO, but w…↗
Jan 7
Serenity — I've added $CRDO on the 25.7% drop, taking advantage of CES misinformation.
1. Large drop initially was because investors spotted orange and blue cables in $AMZN DCs (implying $CR…↗
Jan 4
Gaetano — Where do Optics start to show up?
$LITE $COHR $CRDO $POET
Where does copper start to fail?
How is copper being pushed further along?
What will make Optics eat at Copper's mark…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 2
Gaetano — What is one question you have above Optics or Copper?
$CRDO $AXTI $POET $LITE $COHR
Last week I did a Q&A that people really enjoyed
So let's do another, but with really specifi…↗
Serenity — 2026 Newsletter.
Thematic Investments: Evolution, Disruption, and Bottlenecks
1. Soft Robotics - Evolution to $TSLA, $ONDS, Boston Dynamics.
2. SiPh - InP Bottleneck | $AXTI, $…↗
— $NVDA $AVGO $CRDO $LITE $COHR Bridging the Copper Cliff: The Rise of RF Interconnects
The video outlines a shift in AI data center connectivity as traditional copper cabling strug…
TheValueist — $NVDA $AVGO $CRDO $LITE $COHR Bridging the Copper Cliff: The Rise of RF Interconnects
The IEEE Spectrum report frames guided radio-frequency interconnect as a credible attempt to…↗
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%…↗
TheValueist — $CRDO $MRVL $APH $NVDA Credo Technology: AEC Market Evolution and Competitive Risks
This video analyzes the strategic landscape for **Credo Technology’s Active Electrical Cable (A…↗
Dec 23
TheValueist — $CRDO $MRVL $APH $NVDA The posts frame 2 distinct risk vectors for Credo’s AEC franchise: 1) a nearer-term competitive and pricing risk driven by Marvell’s entry into AEC DSP silic…↗
Dec 23
TheValueist — A stake has been driven through $CRDO ’s heart. It will never recover.
But seriously, I haven't seen anything that would make me view the company negatively post-earnings. If anyt…↗
Ben Pouladian — @insane_analyst The shorts. If you know you know $qcom $crdo $anet $alab hopefully this helps lol https://t.co/BmELQxz5zP↗
Dec 21
Serenity — @itsthesquonky Thanks for the $LITE shoutout. I didn't realize how instrumental it was to $NVDA blackwell, $GOOGL TPUs, and $AMZN Trainium chips.
Insane how it's part the cor…↗
Dec 17
TheValueist — Brutal sell-off in $CRDO post-earnings. https://t.co/t0MSiubKtL↗
Ben Pouladian — My latest Substack Deep Dive on Data Center optics $alab $nvda $crdo $lite $cohr $mrvl $avgo https://t.co/0hb1Z4vUe8 https://t.co/rTvaxukGgb↗
Dec 8
Ben Pouladian — @TheValueist @ShanuMathew93 I might to a whole write up because $lite $crdo $alab might be confusing to many in the dc topology↗
Dec 5
IvanaSPEAR — The market finally figured out that not all AI stocks are the same. But they are still missing the bigger opportunity.
From January through September, every AI stock moved togethe…↗
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 👀↗
Oct 9
IvanaSPEAR — The market still hasn’t caught up to what the $AMD +
@OpenAI partnership really means for networking — time to dive deeper 👇
$ANET $ALAB $CRDO $AVGO $MRVL $APH $INTC
The new AM…↗