[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Alternate Trader [@AlternateTrader](/creator/twitter/AlternateTrader) on x 1044 followers Created: 2025-07-18 18:00:35 UTC 🚀 Hidden AI play: Credo Technology $CRDO While GPUs hog the headlines, Credo is quietly wiring the data-center backbone that feeds those chips. What they build • HiWire™ Active Electrical Cables — 100-800 Gb/s copper links that run cooler and cheaper than optics • SerDes IP & chiplets — 112-224 Gb/s per lane for tomorrow’s ASICs and switches • Optical DSPs — long-reach Ethernet brains for AI cluster fabrics Why it matters AI clusters use XXXX Tb/s switches packed with thousands of links. AWS and Microsoft already buy HiWire; analysts say a fourth hyperscaler is kicking the tires. Land that socket and Credo’s growth accelerates again. Scorecard • FY ’25 revenue $XXX M (+181 % YoY) • Gross margin XX % (up XXX bps) • Turned profitable after four losing quarters • FY ’26 Q1 & Q2 guidance above Street estimates Growth levers XXX G / XXX T AEC ramp in AI racks XXX G SerDes design wins in next-gen silicon Open chiplet standards that favor best-of-breed IP suppliers Risks • Top three customers = XX %+ of revenue • Heavy hitters (Broadcom, Marvell) chasing the same sockets • Shares up ~220 % YoY—execution slip could sting Bottom line If small, power-efficient copper keeps beating optics and another cloud titan signs on, Credo’s story could keep surprising. Miss a design cycle and gravity returns. Bull breakout or overhyped? Tell me what you see. #CRDO #Semiconductors #AIInfrastructure #DataCenter #HighSpeedNetworking #TechStocks #FinTwit #Investing #AI XXX engagements  **Related Topics** [$7936t](/topic/$7936t) [asics](/topic/asics) [ip](/topic/ip) [stocks technology](/topic/stocks-technology) [coins ai](/topic/coins-ai) [trader](/topic/trader) [$crdo](/topic/$crdo) [Post Link](https://x.com/AlternateTrader/status/1946268880516653527)
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Alternate Trader @AlternateTrader on x 1044 followers
Created: 2025-07-18 18:00:35 UTC
🚀 Hidden AI play: Credo Technology $CRDO
While GPUs hog the headlines, Credo is quietly wiring the data-center backbone that feeds those chips.
What they build • HiWire™ Active Electrical Cables — 100-800 Gb/s copper links that run cooler and cheaper than optics • SerDes IP & chiplets — 112-224 Gb/s per lane for tomorrow’s ASICs and switches • Optical DSPs — long-reach Ethernet brains for AI cluster fabrics
Why it matters AI clusters use XXXX Tb/s switches packed with thousands of links. AWS and Microsoft already buy HiWire; analysts say a fourth hyperscaler is kicking the tires. Land that socket and Credo’s growth accelerates again. Scorecard • FY ’25 revenue $XXX M (+181 % YoY) • Gross margin XX % (up XXX bps) • Turned profitable after four losing quarters • FY ’26 Q1 & Q2 guidance above Street estimates
Growth levers XXX G / XXX T AEC ramp in AI racks
XXX G SerDes design wins in next-gen silicon Open chiplet standards that favor best-of-breed IP suppliers
Risks • Top three customers = XX %+ of revenue • Heavy hitters (Broadcom, Marvell) chasing the same sockets • Shares up ~220 % YoY—execution slip could sting Bottom line If small, power-efficient copper keeps beating optics and another cloud titan signs on, Credo’s story could keep surprising. Miss a design cycle and gravity returns. Bull breakout or overhyped? Tell me what you see.
#CRDO #Semiconductors #AIInfrastructure #DataCenter #HighSpeedNetworking #TechStocks #FinTwit #Investing #AI
XXX engagements
Related Topics $7936t asics ip stocks technology coins ai trader $crdo