US · 7 entries · 7 publications
Credo Technology Group Holding Ltd
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Outlier Capital
The market is pricing Credo ($CRDO) as a one-product AEC story that just failed a perfection test. I am pricing it as the reliability layer that sits between every GPU and every cluster.
Substack · Big Game
Cables violetas, IA y otras cosas bonitas.
Since publication −7.1% α −7.3 pp vs S&P 500 · USD
Substack · Jimmy's Journal · Jimmy Investor
Connecting the pieces for long-term outperformance...
Since publication −5.7% α −6.8 pp vs S&P 500 · USD
Substack · Outlier Capital
The market is pricing Credo ($CRDO) as a one-product AEC story that just failed a perfection test. I am pricing it as the reliability layer that sits between every GPU and every cluster.
Since publication −7.9% α −7.0 pp vs S&P 500 · USD
Substack · Wall Street Insider Report · Dan Castro
+ $PLTR, $AVGO and 17 Curated Assets Cycle Analysis
Since publication CRDO −8.5% α −8.6 pp vs S&P 500 · USD
Substack · TheBigBerbowski Investing · TheBigBerbowski
Hello everyone,
Since publication −8.5% α −8.6 pp vs S&P 500 · USD
Substack · Kumquat Research
Finance made fun and easy!
Since publication −33.2% α −33.1 pp vs S&P 500 · USD
Substack · Fabian's Substack · Fabian
Another Credo Bear Bites the Dust!
Since publication −5.3% α −15.4 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.