Currently holding Western Digital and Kioxia. I find the performance over the last 2 months particularly interesting, because it puts the rebound effects of March into perspective and shows even more clearly where things are really going well.

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BeachPlease

@BeachPlease

1Lun·

Photonics - Computing with the lower-energy speed of light

The photonics industry has virtually completed its first major cycle - some players are still taking the last leg, others are already making corrections.

One basic idea is the difference in weight between electrons and photons, which massively reduces the energy required to transmit a datum in transmission lines - keyword fiber optics.

The more interesting part, however, is the spreading of the binary logic in light wavelengths in the CPU in order to be able to calculate in a defined space/frame with a higher base than 2. These analog protocol options are physically unlimited, as there is no longer a base number.

In my view, this is one of the most disruptive markets of the next few years.

For the watchlist

Q.ANT (IPO pending) https://qant.com/de/

From a chart technical point of view $CRDO bottoming out since the beginning of February, accumulation is still possible. Average price target $199 (+86%).

7 Comentarios

Bavarianholder@Bavarianholder

1Lun

Which companies do you find most interesting and why?

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Mostrar respuesta

AdriInvests

@AdriInvests

2Lun·

Credo Q3’26 EARNINGS HIGHLIGHTS

$CRDO Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $407.0M (Est. $379.33M) 🟢; +201.5% YoY

🔹 EPS: $1.07 (Est. $0.89) 🟢

🔹 Non-GAAP gross margin: 68.6%

Q4 Guide:

🔹 Revenue: $425M-$435M (Est. $411M) 🟢

🔹 Non-GAAP gross margin: 64.0%-66.0%

🔹 Non-GAAP OpEx: $76.0M-$80.0M

Commentary:

🔸 “...delivered record results with revenue of $407.0 million, an increase of more than 50% sequentially and 200% year over year.”

Darkwingduck

@Darkwingduck

3Lun·

Credo growth share and cash machine

Credo Technology
$CRDO was still an insider tip in 2024 with a valuation of around 2 billion $. Today, at the beginning of 2026, the company is valued at over 27 billion $ valued. 🚀

This is because Credo is positioned in exactly the area that is currently most in demand: the infrastructure for AI data centers.

Even without the constant takeover fantasy (rumors about giants such as Broadcom or Marvell persist), I consider Credo to be an extremely exciting growth stock.

Why Credo is so exciting right now:

Credo presents at the Needham Growth Conference On Wednesday, January 14, 2026 at 3:30 pmCEO Bill Brennan will take the stage in New York.

An update on the 1.6T AEC (Active Electrical Cable).

Explosive growth & "Top Pick 2026" Needham has just added Credo to its "Conviction List" and as a Top Pick for 2026 named.

The price target was set at 220 $ (currently approx. 151 $). The figures speak for themselves:

Jump in sales: In the last quarter, sales grew by 272 % compared to the previous year to 268 million dollars.
Margin monster: The gross margin is a strong 67,7 %.
Fantasy: For the 2026 financial year, analysts expect sales growth of over 170 %.

The "shield" against volatility Credo is not just a chip manufacturer, but supplies the "cables and connectors" (AECs) without which Nvidia GPUs could not communicate with each other in the data centers. This makes them less dependent on individual chip cycles and more dependent on the general expansion of the AI infrastructure.

Credo is expensively valued, but is growing into this valuation just fast enough that the PEG ratio (price-earnings-growth ratio) for 2026 is just 0.8 anything below 1.0 is considered a bargain for growth stocks by professionals.

1 Comentario

investment_wizard_2286@investment_wizard_2286

3Lun

Thanks for the introduction, very interesting

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BamBamInvest

@BamBamInvest

6Lun·

AI infrastructure continues to be one of the most exciting investment themes

$IREN (-8,34 %)
$CIFR (-1,2 %)
$BTC (+1,53 %)

Maybe some exciting companies for you ✌️

I am currently only in $IREN (-8,34 %) and $CIFR (-1,2 %) which are the most promising for me in terms of the opportunity/return ratio. In the event of a further setback, I would $CIFR (-1,2 %) probably add a little more and perhaps pick up one or two other companies.

AI stocks, sorted by YTD performance:

Hyperscalers: $GOOGL (-2,23 %)
$MSFT (-0,81 %)
$AMZN (-0,88 %)
$ORCL (-1,33 %)
$BABA (-2,1 %)

Neocloud: $NBIS (+4,71 %)
$IREN (-8,34 %)
$CRWV (-0,95 %)
$APLD (+8,41 %)
$GLXY (+4,13 %)
$WYFI

Memory: $SNDK
$STX (+6,03 %)
$MU (+6,8 %)
$WDC (+7,19 %)
$PSTG (+10,85 %)

Semiconductor: $NVDA (+1,99 %)
$AVGO (-0,41 %)
$AMD (+1,18 %)
$TSM (-1,72 %)
$ASML (-1,48 %)
$ARM (-0,17 %)
$KLAC (-1,21 %)
$INTC (+1,18 %)

Networking: $CIEN (+5,23 %)
$CLS (+1,72 %)
$CRDO
$RMBS (+3,12 %)
$ANET (-3,63 %)
$APH (-4,93 %)
$COHR (+12,62 %)

Servers: $VRT (+8,24 %)
$DELL (-5,79 %)
$HPE (-1,55 %)

Data: $INOD (+22,67 %)
$PLTR (-0,72 %)
$SNOW (-2,24 %)
$DDOG (+0,18 %)
$MDB (-2,4 %)

Energy: $LEU (+1,74 %)
$CEG
$OKLO
$TLNE
$GEV (+3,34 %)
$NXT (+0 %)

Batteries: $EOSE (+12,91 %)
$QS (+7,84 %)
$TSLA (+4,12 %)
$MVST (+0,28 %)

Every AI Value Chain explained:

34 Comentarios

Chris@Multibagger

6Lun

Thanks for the overview. Despite having already sold some of $AMD, $NBIS and $APLD, I still have more in my portfolio.
In addition to $IREN and $CIFR also $GLXY, $INOD, $NVDA and $DDOG.
Plus $GOOGL, $AMZN and $BABA
So I'm pretty broadly positioned in this area when I look at it like this 😉😎
Others would say there is a cluster risk. However, the strategy of focusing on the highest possible returns means investing in the booming sectors, which at the moment are AI and commodities.

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Aktien Stammtisch

@Aktien_Stammtisch

1Año·

BofA Double Upgrades $CRDO to Buy from Underperform, Raises PT to $80 from $27

Analyst comments: "Following a solid beat and material raise earnings call, we double upgrade Credo, and raise FY26/27E EPS est. by 65%/88% to $1.01/$1.51, and take our price objective to $80 from $27.

Our new price objective is based on 60x CY26E PE (from 10x CY25E EV/S previously as Credo shifts to translating sales growth to better earnings growth), inline with the higher end of comps, as CRDO’s outlook suggests the start of a multi-year adoption cycle for its Active Electrical Cable (AEC) product that enables power-efficient AI clusters.

Near term, we see the company driving a strong 2HFY25E (Jan25Q plus Apr25Q), driven by strong AI growth at Amazon Web Services, a key customer (and investor) in CRDO. Our prior cautious view was based on limited TAM assumptions for AEC, but CRDO’s earnings call addressed those concerns nicely, with three 10% customers (Microsoft, Amazon, Tesla) and growing momentum in other adjacent areas (optical DSP, line card PHY, retimer).

Risks to our call are CRDO’s premium valuation, high sensitivity to any sentiment shift around AI deployments, and growing competition in the AEC market (from $MRVL, $AVGO)."