Credo Technology Group is a publicly listed company tracked for investment-relevant business developments.
Credo dominates 88% of AEC copper cable market (1000x reliability vs competitors); copper will be used everywhere possible (cheaper), optics when needed. Biggest customer rumored to be SpaceX — SemiAnalysis predicts Elon builds most AI infrastructure by 2027. Added to position on 20% post-earnings drop despite revenue doubling. Risk: optics lower margin, AI capex downcycle.