Credo Technology Group Holding Ltd. faced a recent selloff due to market concerns over optical transitions, but its copper-based AEC technology remains more energy-efficient than lasers. The company is diversifying with ZeroFlap optical transceivers and OmniConnect architecture, which support AI telemetry and high-density memory needs. Broadcom's endorsement of direct-attach copper for low-latency connectivity reinforces Credo's market position. Innovations like the Weaver gearbox could add significant revenue per GPU, driving growth as hyperscalers expand deployments by 2028. Trading at a low forward PEG of 0.39x, Credo's stock is seen as undervalued with about 40% upside potential amid strong earnings growth.
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
Credo generated over $1.3 billion in revenue in fiscal 2026 and expects more than 80% growth in fiscal 2027, fueled by strong sales in optical products like ZeroFlap optics, DSPs, and silicon photonics. The acquisition of Dust Photonics has expanded ...
David H. Lerner highlights cautious optimism for SpaceX due to current valuation and expected volatility around the Starship launch, recommending patience before buying. Meta Platforms is gaining momentum driven by AI initiatives, prompting Lerner to...
