$CRDO is a gift at these levels. We just bought more.
The $MXL noise means nothing. They sell chips, not full cables. First revenue 2027. $CRDO already owns the relationships, the reliability, and the installed base.
Everyone’s staring at $SPCX’s numbers and ignoring the purple cables in the data center photo.
Those are Credo’s ZeroFlap AECs.
They have the monopoly (80-90%+ of the AEC market). Every new GW of AI compute needs thousands of them.
While the market panics over a late entrant, $SPCX just confirmed demand is still exploding.
Start watching the purple cables instead of just the GPUs.
Bullish $CRDO!