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![AlternateTrader Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::902372100.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946268880516653527/c:line.svg)

**Related Topics**
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[trader](/topic/trader)
[$crdo](/topic/$crdo)

[Post Link](https://x.com/AlternateTrader/status/1946268880516653527)

[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.]

AlternateTrader Avatar 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

Engagements Line Chart

Related Topics $7936t asics ip stocks technology coins ai trader $crdo

Post Link

post/tweet::1946268880516653527
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