CRDO Credo Technology Group Holding Ltd Loading... : Bullish and Bearish Analyst Opinions
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19:30
Jul 15
Jul 15
The tweet summarizes a Seeking Alpha article highlighting Credo Technology's strong growth and valuation metrics but does not include an explicit author position or forward call.
04:57
Jul 14
Jul 14
Author promotes a deep dive on CRDO from CKCapital but does not state a personal directional view.
LOW
00:40
Jul 14
Jul 14
Buy CRDO as a structural winner across both copper and optics interconnect cycles: dominant in today's copper market, $1.3B photonics acquisition positions it for optics, laser-shortage architecture advantage collects scarcity rent through 2027, and CEO comp only pays if stock triples — aligning incentives with shareholders.
MED
15:55
Jul 13
Jul 13
CRDO co-mentioned with ANET as a retimer/networking beneficiary gaining in the week's rotation favoring deployable-now over longer-cycle photonics.
LOW
15:35
Jul 13
Jul 13
Buy CRDO as the $750M DustPhotonics acquisition brings silicon photonics in-house across 800G–3.2T speeds; CEO explicitly guided optical could reach 50% of revenue or exceed copper, creating a structural re-rating catalyst beyond the current copper leadership narrative.
MED
15:31
Jul 13
Jul 13
Watch CRDO as the endorsed leader in copper AECs with a credible path to optical revenue parity; @paradislabs explicitly agrees with the bullish thesis but no owned-position language is present.
MED
15:26
Jul 13
Jul 13
Buy CRDO as the $750M DustPhotonics acquisition vertically integrates silicon photonics (800G/1.6T/3.2T) alongside existing AEC/SerDes/DSP assets; CEO guides optical could reach or exceed copper revenue, analogous to NOK's 175% run post-Infinera close, while copper AEC leadership sustains near-term earnings.
HIGH
16:21
Jul 12
Jul 12
Describes CRDO as highly asymmetric, but provides no catalyst or reasoning in own words; quoted context not endorsed.
LOW
09:43
Jul 12
Jul 12
The author simply agrees with a preference for CRDO over MRVL without stating a personal position or forward-looking view.
07:37
Jul 12
Jul 12
Buy CRDO as the copper interconnect segment is a highly profitable, underappreciated cash cow that the market has not yet priced in, providing a valuation floor and upside catalyst.
MED
07:37
Jul 12
Jul 12
Author names CRDO as one of four stocks they'd hold over a five-year horizon, implying long-term conviction as a top pick.
MED
06:52
Jul 12
Jul 12
Author names CRDO alongside NBIS as a current top favorite with implied multi-year upside; reasoning is generic ("generational opportunity") with no specific catalyst disclosed.
MED
18:28
Jul 11
Jul 11
Author discloses $CRDO as a current favorite/held position, implying ongoing long exposure; no specific catalyst stated beyond general bullish conviction in the name.
MED
18:24
Jul 11
Jul 11
The author highlights Credo's founding team from Marvell and its dominant AI data center position, framing it as a revenge arc against its former employer turned competitor.
16:39
Jul 11
Jul 11
Buy CRDO as CPO technology delays (Feynman still copper, ramp pushed to 2029) extend the profitable runway for copper/non-CPO optics companies well into 2028, giving Credo ~2.5 years of strong demand tailwinds.
MED
07:18
Jul 11
Jul 11
Author notes Credo 'straddles both sides of the media debate' (copper via AECs and optics via DSPs) so it benefits regardless of interconnect technology outcome, providing a hedge.
Author notes Credo 'straddles both sides of the media debate' (copper via AECs and optics via DSPs) so it benefits regardless of interconnect technology outcome, providing a hedge.
Risk: Small company with unproven stamina between catalysts; volatility high.
22:04
Jul 10
Jul 10
Author says META strength would confirm AI capex is not being cut and explicitly says it would be very good to buy more of this AI/semiconductor basket; this is a forward actionable bullish call.
LOW
20:28
Jul 10
Jul 10
Buy CRDO as a dual-exposure play on photonics and copper interconnect themes; offers a hedge against CPO deployment timing risk while still participating in the broader optical networking buildout.
MED
20:35
Jul 08
Jul 08
Speaker expresses tentative interest in repurchasing CRDO after a prior sale, but provides no catalyst or firm directional commitment.
LOW
18:38
Jul 08
Jul 08
No position; CRDO has below-average correlation; monitor for idiosyncratic risk.
MED
22:52
Jul 07
Jul 07
Buy CRDO as an optical I/O chiplet play on the CPO volume ramp; author frames the 200k-unit 2030 target as supported by both Yole and Morgan Stanley modeling, providing institutional validation for the demand curve.
MED
22:16
Jul 06
Jul 06
Credo wins from NVIDIA rack delay.
NVIDIA's rack-scale system (MVL 144) is delayed by over a year, which forces continued use of copper cables instead of optical links or advanced substrates. This directly benefits copper cable manufacturer Credo Technology, whose stock surged on the news.
HIGH
20:42
Jul 06
Jul 06
Credo is cited as an example where the market priced in a terminal-value narrative (copper is dead) that was premature; the stock dropped ~60% then reversed as optics and copper both proved durable. C
Credo is cited as an example where the market priced in a terminal-value narrative (copper is dead) that was premature; the stock dropped ~60% then reversed as optics and copper both proved durable. Credo's optical portfolio (DSPs, silicon photonics PICs, ZeroFlap) is expected to contribute >$600M annually, and its position at the copper-optics seam makes it a bellwether for accelerating demand.
Risk: If hyperscaler capex slows or linear optics adoption disappoints, Credo's growth could decelerate faster than consensus.
15:04
Jul 06
Jul 06
Author discloses an existing long position in CRDO on a trading account, though conviction appears limited given the hedged "idk if it's that relevant to 2030" framing.
MED
14:51
Jul 06
Jul 06
Author endorses bullishness on CRDO from prior context and groups MXL and AMD as part of a broader "LFG" sentiment, but only CRDO has an explicit prior bullish call.
14:14
Jul 06
Jul 06
Author expresses bullish conviction on AAOI and CRDO as they outperform sector weakness, reinforcing prior calls that both should benefit from photonics/semis momentum.
07:43
Jul 06
Jul 06
Buy CRDO as Nvidia's Kyber NVL144 delay (12+ months, pushed to 2028) and NVL72x2 cancellation shift near-term interconnect demand toward copper solutions, directly benefiting copper connectivity players.
MED
03:25
Jul 06
Jul 06
Author explicitly urges digging into SMTC based on product roadmap and earnings call strength, while noting CRDO will benefit but not taking a position.
LOW
23:58
Jul 05
Jul 05
Buy CRDO as Kyber delay extends copper interconnect dominance; more Oberon racks mean more AEC deployments, and copper remaining the workhorse longer than expected is a direct runway extension for CRDO's core business.
MED
23:15
Jul 05
Jul 05
Endorses the parent's view that dips in CRDO represent buying opportunities, implying a bullish bias on pullbacks.
MED
About CRDO Analyst Coverage
Buzzberg tracks CRDO (Credo Technology Group Holding Ltd) across 41 sources. 168 bullish vs 11 bearish calls from 42 analysts. Sentiment: predominantly bullish (44%). 353 total trade ideas tracked. Past 7 days: 3 bullish, 4 watch. Latest voices: SeekingAlpha, tacticzh, ckcapitalxx.