Technology · Semiconductors · Cayman Islands
Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets.
Trade ideas
- Opinionated - ValueTop Picks—Stronger than peersStrong buy19Board
Analysts
Value vs sector peers
- Fwd P/E15.579
- P/B10.365
- P/E52.841
- Rev growth+114.7%94
Not scored on Yield. The rest were reweighted to make up the difference.
Fundamentals
Performance
AI Infrastructure · Networking
The AI tradeActive electrical cables and SerDes for cluster interconnect.
In the briefing and the feed
Briefing for 11 SeptA broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.
Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).
Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC
Catalysts
Next earnings: 30 Nov
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs — the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Trade idea history
- 2 SeptLong165.227D+1.63%2Wpending1Mpending
Get it by email
The board CRDO sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.