External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

Credo Technology Group Holding / Equity Bottom-Up

<ul><li>Credo's shares have surged over 180% since NVDA's AI earnings report in May 2023</li><li>Despite being seen as an AI "winner," Credo's active electrical cable is losing market position due to networking bottlenecks in data centers</li><li>The upcoming 800G infrastructure ramp could provide opportunities for advanced interconnects, but Credo's shares are currently priced to perfection</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Credo's shares have surged over 180% since NVDA's AI earnings report in May 2023Despite being seen as an AI "winner," Credo's active electrical cable is losing market position due to networking bottlenecks in data centersThe upcoming 800G infrastructure ramp could provide opportunities for advanced interconnects, but Credo's shares are currently priced to perfectionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Credo Tech Group Holding Ltd (CRDO) - Friday, Apr 12, 2024