Added to YB: 2026-09-04
Pitch date: 2026-09-02
CRDO [bullish]
Credo Technology Group Holding Ltd
-2.57%
current return
Author Info
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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
$38.5B
Pitch Price
$168.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.96
P/E
72.97
EV/Sales
23.75
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$CRDO: The AI Buildout Comes Down To The Wire
CRDO (earnings): Credo remains one of four holdings in the $18M hyper-concentrated fund, offering connectivity products across copper and optical links at every data-center networking layer. AECs drive revenue today, with 88% market share and deployment at five of six major hyperscalers; copper’s power and cost advantages are expected to persist through at least late 2027, while optical products and the FY2028 Weaver ramp broaden the opportunity.
Read full article (4 min)