CRDO
0Bull0Bear1Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
CRDO is neutral (0 bull · 0 bear)
KOL plans to review its upcoming earnings report.
Last spoke: 09/02/2026, 22:47 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- @wannabepanacea If you're not capacity constrained and growing 70-100% a year like $NVDA or $AVGO, apparently you'll get sold off on earnings. Will take a look at $CRDO earnings in a bit, there's quite a lot of companies to track. https://t.co/b7KBFFSqvB
Ongoing takes on other optical names too
Beyond CRDO, his viewpoint library also covers: