Outlier Capital(@outliercapx):$CRDO is ripping +5.4% After Hours for a very specific reason. At $150 it feels like a gift. The company that actually builds the AI racks and switches just told the market demand is exploding. $CLS (+16.8% AH) : • Revenue +83%. • Networking +102%. • Guiding 2027 to nearly double ($40B). • Explicitly named 800G & 1.6T. • 2028 demand forecasts even higher. Inside those racks, copper still wins and $CRDO owns ~95% of that market. The stock just dropped 20% on “1.6T is slowing” fears. Turns out the demand pipe is accelerating into 2028. Most people still haven’t connected it. That’s the move. We are long and bullish $CRDO. NFA.

2026.10.27 07:48

$CRDO is ripping +5.4% After Hours for a very specific reason. At $150 it feels like a gift. The company that actually builds the AI racks and switches just told the market demand is exploding. $CLS (+16.8% AH) : • Revenue +83%. • Networking +102%. • Guiding 2027 to nearly double ($40B). • Explicitly named 800G & 1.6T. • 2028 demand forecasts even higher. Inside those racks, copper still wins and $CRDO owns ~95% of that market. The stock just dropped 20% on “1.6T is slowing” fears. Turns out the demand pipe is accelerating into 2028. Most people still haven’t connected it. That’s the move. We are long and bullish $CRDO. NFA.

Outlier Capital@outliercapx

2026.10.26 23:14

This is not the optics rally. This is the appetizer. $LITE, $COHR, $AAOI, $CIEN, $AXT, $CRDO… the whole stack moved today. Most people still don’t understand how tight the optical bottleneck is getting. $CRDO is doing something special after hours. Will drop an explanation later. Thank me in Q1, not yet.