Outlier Capital(@outliercapx):We called $CRDO a gift at these levels and bought more 4 days ago: +14.3% already. Everyone was staring at $SPCX and the $MXL noise. We were watching the purple cables. ZeroFlap AECs still own the installed base and the relationships, a 93-99% monopoly (even the competitor admitted it). EVERY new GW of AI compute needs thousands of them. And now the second engine is turning: the 1.6T ZeroFlap Active Light Cable (micro-emitter optics). Same reliability, ~30% less power, 50m reach, 10x lighter. Optics targeting $600M+ next year. Massive upside left. The market will wake up. Long and bullish $CRDO. NFA.

2026.10.27 22:47

We called $CRDO a gift at these levels and bought more 4 days ago: +14.3% already. Everyone was staring at $SPCX and the $MXL noise. We were watching the purple cables. ZeroFlap AECs still own the installed base and the relationships, a 93-99% monopoly (even the competitor admitted it). EVERY new GW of AI compute needs thousands of them. And now the second engine is turning: the 1.6T ZeroFlap Active Light Cable (micro-emitter optics). Same reliability, ~30% less power, 50m reach, 10x lighter. Optics targeting $600M+ next year. Massive upside left. The market will wake up. Long and bullish $CRDO. NFA.

Outlier Capital@outliercapx

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!