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Sweet Ayatš„
I just made $CRDO a top 5 position in my growth portfolio because Credo is evolving into a much broader bet on owning the connection inside AI clusters.
As those clusters move toward 1.6T and eventually 3.2T then Credo can capture more of the link across electrical, optical, DSPs and silicon photonics as bandwidth and distance requirements increase.
And once you own more of the link then products like Pilot let Credo move up another layer by monitoring connection health.
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