Credo — AEC cables/SerDes for AI clusters
“ALAB reminds me of how Nvidia grew (extremely large GPU profit margins) + serving Mag7. Only similar company out growth wise in semis is probably $CREDO with XAI/AWS/MSFT customers with 180% y/y growth. Both are amazing investments.” post →
| Date | Tweet |
|---|---|
| 2025-07-21 | ALAB reminds me of how Nvidia grew (extremely large GPU profit margins) + serving Mag7. Only similar company out growth wise in semis is probably $CREDO with XAI/AWS/MSFT customers with 180% y/y growth. Both are amazing investments. → · 6 likes · 1,694 views |
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