Outlier Capital(@outliercapx):$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!

2026.10.23 14:24

$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!