awodias(@awodias):Great insight. If you're into $CRDO, follow @TransLog1c. Adding on: We joined a group meeting with $CRDO early investors and $CRDO R&D execs last quarter. Walked through the full AEC arc — from first design to today's near-monopoly scale. Credo's team is materially stronger than the market prices in. Their forward judgments and executions are hard for peers to match. Investing in $CRDO now for ALC + OmniConnect feels a lot like that PE investor buying the AEC story early — same pattern, now with a proven track record and a ridiculously cheap fwd multiple.

2026.10.23 15:29

Great insight. If you're into $CRDO, follow @TransLog1c. Adding on: We joined a group meeting with $CRDO early investors and $CRDO R&D execs last quarter. Walked through the full AEC arc — from first design to today's near-monopoly scale. Credo's team is materially stronger than the market prices in. Their forward judgments and executions are hard for peers to match. Investing in $CRDO now for ALC + OmniConnect feels a lot like that PE investor buying the AEC story early — same pattern, now with a proven track record and a ridiculously cheap fwd multiple.