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Premarket Alpha Midday Alpha Post-Market Alpha

Daily Alpha · Substack

· Premarket Alpha · by Buzzberg Research

Gaetano writes that Credo management has estimated $2,000-$3,000 of Credo content per 2TB accelerator for its memory-expansion platform.

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Substack - Gaetano

Gaetano says Credo is going after the AI memory bottleneck with its Weaver technology

Credo showed a Weaver-based memory-expansion platform developed with AMD; management has estimated $2,000-$3,000 of Credo content per 2TB accelerator, and named customer Positron's production is now targeted for 2H 2027, with initial OmniConnect revenue in FY2028.

CRDO +7.7% · MU +1.4% · AMD +1.8%

Credo's existing business remains strong, and the author keeps the FY27 revenue framework and a $300 target.

Watch Positron's production timeline, targeted for 2H 2027.

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