Daniel Koss(@daniel_koss):$CRDO is one of the highest quality names in AI infra. If you want to invest in AI infra because of the insane growth, but want to add a name that is already extremely profitable and will print cash for many more years, this is a company for you. The only question around Credo is when and at what price to add. @babyfolio and @jpinsights covered Credo in this new @edelbridgealpha article. Check it out!

2026.08.24 12:54

$CRDO is one of the highest quality names in AI infra. If you want to invest in AI infra because of the insane growth, but want to add a name that is already extremely profitable and will print cash for many more years, this is a company for you. The only question around Credo is when and at what price to add. @babyfolio and @jpinsights covered Credo in this new @edelbridgealpha article. Check it out!

Edelbridge Alpha@edelbridgealpha

2026.08.24 12:49

New $CRDO Deep Dive is now live, written in collaboration with @jpinsights Link in bio.

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