Damnang(@damnang2):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. 👇

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. 👇

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