Outlier Capital(@outliercapx):Great post from my friend @damnang2. Very bullish. It is exactly how I see $CRDO. AEC does not need to compound at the same insane rate forever and Optical DSP + SiPho PICs + ZeroFlap is not a replacement story — it is a TAM expansion story. Management is already pointing to >$600M optical in FY27. If the whole connectivity platform gets materially larger, AEC becoming a smaller % of the mix is exactly the point. MicroLED and OmniConnect are optionality on top, not something the thesis needs today! PS: I am long and bullish $CRDO. NFA.

2026.09.22 15:21

Great post from my friend @damnang2. Very bullish. It is exactly how I see $CRDO. AEC does not need to compound at the same insane rate forever and Optical DSP + SiPho PICs + ZeroFlap is not a replacement story — it is a TAM expansion story. Management is already pointing to >$600M optical in FY27. If the whole connectivity platform gets materially larger, AEC becoming a smaller % of the mix is exactly the point. MicroLED and OmniConnect are optionality on top, not something the thesis needs today! PS: I am long and bullish $CRDO. NFA.

Damnang@damnang2

2026.09.22 12:00

I know the main concern around $CRDO right now. AEC estimates for FY2028 are all over the place. People worry that multi plane architectures could push some links beyond the practical reach of AEC, or that optical transceivers could eventually replace AEC on certain connections. And because management kept raising FY2027 guidance, simply maintaining the optical outlook also disappointed some investors. I understand all of that. But my view is a little different. 👇