Credo built its name on copper connectivity – the SerDes, DSPs, and active electrical cables that move data between AI chips. The open question was always what happens when the industry shifts from copper to optical. With the DustPhotonics acquisition, Credo brought silicon photonics in-house and now owns the full connectivity stack: SerDes → DSP → active cables → optical transceivers → silicon photonics, spanning from 800G to a 3.2T roadmap. Electrical and optical, end to end.
That's the moat. When Jensen says the future of AI depends on connectivity, this is the layer he means, and $Credo Technology Group Holding Ltd(CRDO)$ is the pure-play that owns all of it.
I've been long $Credo Technology Group Holding Ltd(CRDO)$ for a long time and will remain so.
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