Professional
Added to YB: 2026-07-24
Pitch date: 2026-07-16
CRDO [neutral]
Credo Technology Group Holding Ltd
+22.2%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$41.7B
Pitch Price
$193.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
83.20
P/E
89.19
EV/Sales
30.21
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Deep Sail Capital Partners Portfolio Holding: Credo Technology Group Holding Ltd
CRDO (holding update): Was -50% from ATH by end March on 'copper is dead' data center narrative. Thesis shifted Q2 as market recognized ZeroFlap optics as real second leg; Dust Photonics acquisition (integrated circuit optics) makes CRDO viable optics player. +191% in Q2. Top fund holding, favorable on growth & valuation.
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