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@JaneWilliams 2 months ago

Credo Technology: The AI Cable Play You’re Sleeping On

Credo Technology: The AI Cable Play You’re Sleeping On

is lowkey underrated. They make the crazy important “Active Electrical Cables” that connect chips in huge AI supercomputers think , , Elon’s stuff.

Q2 2026 revenue? 268M, up 272% YoY. Not just growth, this is straight-up rocket fuel. Their cables are way more reliable and use way less power than old-school fiber.

FY2026 outlook just got boosted 170% growth expected, around 1.19B revenue. Analysts are hype, most price targets over 200. Stock bounced from 210 → 130s → now 150s. Worth keeping an eye on.

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