智通财经APP获悉，周三，美股光通讯板块普跌，截至发稿，Lumentum(LITE.US)跌超5%，Astera Labs(ALAB.US)跌超3.5%，Credo Technology(CRDO.US)跌超2.7%。 ...

As shown in the chart below, I was bullish on Credo Technology Group Holding Ltd ( CRDO ) for a good part of 2025, and in my latest update back in September, I reiteratedI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my abi ...

Key Takeaways CRDO up 54.5% in six months, beating sector gains as the AI infrastructure cycle accelerates demand.Credo Technology's AECs momentum key catalyst, with four hyperscalers each over 10% of revenues.Credo now has five growth pillars expanding its market reach to over $10B.Over the past six months, Credo Technology Group Holding Ltd ((CRDO) has surged roughly 54.5%, outpacing the Electronic-Semiconductors and the broader Computer and Technology sector’s growth of 26.3% and 19.1%, respectively. Muc ...

Core Insights - The article emphasizes the importance of connectivity in AI infrastructure, particularly in maintaining stability and efficiency in large-scale GPU clusters [1] - Pythia Research focuses on identifying high-potential technology stocks through a multidisciplinary approach that combines financial analysis, behavioral finance, and alternative metrics [1] - The firm aims to uncover investment opportunities before they become mainstream by analyzing market sentiment and emerging trends [1] Investment Strategy - The investment strategy prioritizes conviction plays over safe bets, evaluating opportunities based on their risk/reward profiles, aiming for limited downside and explosive upside [1] - The approach recognizes that market movements are influenced by perception, emotion, and bias, leading to persistent inefficiencies that can signal breakout opportunities [1] - The firm analyzes psychological factors such as herd mentality and status quo bias to identify companies that are redefining their categories and have unconventional growth paths [1] Research Methodology - The research process involves deep analysis and the identification of signals that others may overlook, such as shifts in narrative, social traction, and founder-driven vision [1] - Early indicators of momentum in developer or user adoption are considered precursors to significant market movements, emphasizing the need to catch these trends early [1] - The firm believes that the best returns come from recognizing where investor belief lags behind reality, allowing for strategic investment decisions [1]

Key Takeaways Bitcoin dropped nearly 30% from its October peak, pulling IBIT down 26% in the past 3 months. HOOD, MU, CIEN and CRDO each hold a Zacks Rank #1 and strong growth scores, signaling 2026 potential. MU and CRDO show standout earnings growth estimates, powered by AI and next-gen connectivity trends. Cryptocurrencies are having a volatile 2025, with bitcoin, the largest in terms of market cap, making it a proxy for the whole crypto market, down roughly 30% from the high it hit in October. Bitcoin b ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency, has released its 2025 Environmental, Social, and Governance (ESG) Report. The report outlines Credo's progress across key ESG priorities and highlights how these efforts support responsible growth and long-term value creation. Credo's approach to ESG is rooted in strong oversight, a culture o ...

Core Insights - Credo Technology Group Holding Ltd. (CRDO) and Marvell Technology, Inc. (MRVL) are semiconductor companies specializing in high-speed connectivity solutions essential for AI-driven data centers [1][2] Group 1: Company Overview - CRDO is a leader in the Active Electrical Cable (AEC) space, which is its fastest-growing segment, transitioning to 200-gig per lane architectures [4] - Marvell has a diversified product portfolio, with a strategic focus on the data center market, which now accounts for 73% of its revenue [8] Group 2: Growth Opportunities - CRDO has identified three growth pillars: Zero-Flap optics, active LED cables (ALCs), and OmniConnect gearboxes, collectively representing a market opportunity likely to surpass $10 billion [5][7] - Marvell's data center switching business is expected to exceed $300 million in revenue for fiscal 2026, driven by demand for next-generation switches [10] Group 3: Financial Performance - CRDO's forward 12-month price/sales ratio is 17.53X, significantly higher than Marvell's 7.44X [16] - Marvell has returned $1.35 billion through buybacks and dividends in the fiscal third quarter, showcasing financial flexibility [12] Group 4: Market Position and Analyst Ratings - CRDO holds a Zacks Rank 1 (Strong Buy), while Marvell has a Zacks Rank 2 (Buy), indicating strong market positions for both companies [20]

Core Viewpoint - The article discusses the current state and future potential of Co-Packaged Optics (CPO) technology in the AI infrastructure landscape, emphasizing that while CPO is seen as a next-generation technology, its widespread adoption is not imminent due to existing technological limitations and market dynamics [1][24]. Group 1: Current Industry Sentiment on CPO - Broadcom's CEO Hock Tan stated that silicon photonics will not play a significant role in data centers in the short term, indicating that CPO is not a leapfrog technology but rather a last resort when existing technologies reach their limits [1][24]. - Major industry players, including Arista, Credo, Marvell, and Lumentum, echoed similar sentiments at the Barclays Global Technology Conference, suggesting a cautious approach towards CPO adoption [1][24]. Group 2: Shift in Industry Focus - The AI industry has shifted its focus from merely increasing computing power to addressing interconnectivity and system-level architecture, as the bottleneck has moved from computational capacity to interconnect capabilities [3][4]. - Companies are now prioritizing terms like Scale-Out, Scale-Up, and Scale-Across, indicating a deeper understanding of the infrastructure bottlenecks in AI [4]. Group 3: Horizontal and Vertical Scaling - Horizontal scaling (Scale-Out) is currently dominated by pluggable optics, with CPO technology not yet widely adopted due to the existing 800G and 1.6T technologies still being the main focus [7][8]. - Vertical scaling (Scale-Up) was initially seen as a promising application for CPO, but its timeline has been pushed back, with large-scale deployment expected around 2027-2028 [9][10]. Group 4: Challenges Facing CPO - CPO faces significant challenges, including higher costs, reliability issues, and power consumption concerns, which have delayed its mass production [18][24]. - The complexity of system design and the need for a mature supply chain are also major obstacles to the widespread adoption of CPO technology [19][24]. Group 5: Alternative Solutions - Transition solutions like LPO, AEC, and ALC are increasingly being recognized as viable alternatives to CPO, with many companies focusing on these technologies to meet current demands [15][25]. - LPO technology has already seen large-scale deployment, providing cost and power advantages, while AEC and ALC are being developed to offer reliability similar to copper cables with the bandwidth of optical solutions [15][25]. Group 6: Future Outlook - Industry predictions suggest that CPO will begin to see deployment in specific high-density systems around 2028, but the current focus remains on optimizing existing technologies [26][27]. - The industry consensus is that CPO will not be the immediate solution until existing technologies reach their limits in terms of power, density, and reliability [27].

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the stocks Jim Cramer offered insights on. A caller sought Cramer’s thoughts on the stock, and he stated: “Credo’s a winner. Credo’s, boy, there’s a lot of insider selling in that one. But no, we think that Credo has one of the great growth stories, and I’m not going to back away from it. Look, this is… Right now, people hate what’s inside the data center, but there is good business being done inside the data center. And just because we haven’t fi ...

Key Points Credo Technology stock dropped 28% in two weeks, but there's no company-specific bad news behind the pullback. The stock's high beta of 2.7 means double-digit swings are normal for this volatile growth name. This high-priced stock is not for everyone, but long-term investors with strong stomachs may find this dip worth buying. 10 stocks we like better than Credo Technology Group › Credo Technology Group (NASDAQ: CRDO) has had a rough couple of weeks. Shares dropped nearly 12% in just f ...