MentionTraceStock ideas from sharp blogs, podcasts & letters

Credo Technology Group Holding Ltd

Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets.

SectorInformation TechnologyTickerCRDOHeadquarters🇰🇾 Cayman IslandsWebsitecredosemi.com

Mentions

18 mentions · latest on 19 Oct 2026

See which tracked investors hold Credo Technology Group Holding Ltd →Ownership and position changes on OwnershipTrace

Value & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Irrational AnalysisBlogOCP Global Summit 2026: Irrational Recap-19 Oct 2026
The Pragmatic OptimistBlogLaunching TPO Stock Charts 📈-18 Oct 2026
MMMT WealthBlogWhat Markets Are Saying & What’s Mispriced?-13 Oct 2026
Market Moves by GBCBlogWall Street Radar: Stocks to Watch Next Week-11 Oct 2026
MMMT WealthBlogInvestment Opportunities: Q4 Outlook-9 Oct 2026
Musings from BluBird CapitalBlogSeptember Portfolio Scorecard + New Add’s-5 Oct 2026
The Pragmatic OptimistBlogTPO’s September ‘26 Roundup-3 Oct 2026
Irrational AnalysisBlogQ3 2026 Consolidated Holdings, Performance, and Ideas-1 Oct 2026
Hated MoatsBlogNew Position in My Private Portfolio-22 Sept 2026
Long-Term PickBlogCredo: 50% Consensus Growth for 21x Earnings-18 Sept 2026
Irrational AnalysisBlog[Market Memo] Qualcomm/Amazon, Apple C2 Modem, Credo uLED 30M Claim, Cerebras I/O Conspiracy Theory-14 Sept 2026
Jimmy's JournalBlogCredo ($CRDO) Deep Dive-10 Sept 2026
Crack The MarketBlogCredo: When a De-Rating Is a Gift-3 Sept 2026
Musings from BluBird CapitalBlogThe Memory Optimization Play Nobody's Talking About-1 Sept 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Crack The MarketBlogThe US Photonics Supercycle-9 Aug 2026
Mexican InvestorBlogThe Hidden Winners of the Data Center Boom - Mexican Investor-13 Jul 2026