$CRDO

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

-5.5%

Win rate (3m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$CRDOr/ValueInvestingDiscussionbullish

u/Appropriate_Top_5274 · 13d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $200.84Now $147.29-26.7% since postedas of Oct 23, 4:45 PM ET

1d-1.3%

3d-11.1%

1w-14.0%

1m—

3m—

6m—

1y—

original post →

$CRDOr/pennystocksTechnical Analysisbullish

u/Popping_Shaker · 91d ago3 prior · 0% at 3mo

going all in on “small satellites”

CRDO is positioned to benefit from the next logical step in the AI boom—power, cooling, and lithography infrastructure. As a small-cap innovator with defensible moats, it has significant upside potential over a 10+ year horizon if emerging infrastructure needs are met by new entrants.

At post $208.14Now $147.29-29.2% since postedas of Oct 23, 4:45 PM ET

1d—

3d-7.6%

1w-0.6%

1m+7.0%

3m-29.2%

6m—

1y—

original post →

$CRDOr/wallstreetbetsYOLObullish

u/37366034 · 185d ago19 prior · 40% at 3mo

AI Infrastructure Build Out YOLOs

Credo Technologies provides high-speed interconnect and data center networking solutions critical to AI infrastructure. The author is bullish on this sub-component bottleneck play for the next 12-24 months.

At post $189.49Now $147.29-22.3% since postedas of Oct 23, 4:45 PM ET

1d-2.1%

3d+2.9%

1w-7.2%

1m+15.3%

3m+18.1%

6m-8.8%

1y—

original post →

End of results.