Zhanan’s CRDO recommendation
CRDO (Credo Technology) is a semiconductor company that develops high-speed connectivity chips and solutions, primarily serving AI data centers. Its core product is the active electrical cable (AEC), which connects GPUs and servers at high speed within racks. It offers greater distance and stability than ordinary copper cables, while being cheaper and more energy-efficient than optical modules. The company also develops optical DSPs, PCIe Retimers, and more. Benefiting from the construction of AI clusters, the company’s revenue has surged in recent years, making it the “shovel seller” of connectivity in AI infrastructure. The stock is highly volatile and is currently in a high-growth phase.
CRDO is currently trading around 168. Zhanan opened an initial 1-tier position around this level, will increase it to 5 tiers around 150, and to 10 tiers around 130.
The positions mentioned here refer to the position in a single stock. For example, since Zhanan will not hold more than 10 positions simultaneously, each position will account for 10% of the total position.
A 1-tier position in an individual stock equals 1% of the total position.
With $1 million in capital, only $10,000 has currently been used to buy ordo. $USD$USDJPY JPY $NAS100 $MU $MU
CRDO (Credo Technology) is a semiconductor company that develops high-speed connectivity chips and solutions, primarily serving AI data centers. Its core product is the active electrical cable (AEC), which connects GPUs and servers at high speed within racks. It offers greater distance and stability than ordinary copper cables, while being cheaper and more energy-efficient than optical modules. The company also develops optical DSPs, PCIe Retimers, and more. Benefiting from the construction of AI clusters, the company’s revenue has surged in recent years, making it the “shovel seller” of connectivity in AI infrastructure. The stock is highly volatile and is currently in a high-growth phase.
CRDO is currently trading around 168. Zhanan opened an initial 1-tier position around this level, will increase it to 5 tiers around 150, and to 10 tiers around 130.
The positions mentioned here refer to the position in a single stock. For example, since Zhanan will not hold more than 10 positions simultaneously, each position will account for 10% of the total position.
A 1-tier position in an individual stock equals 1% of the total position.
With $1 million in capital, only $10,000 has currently been used to buy ordo. $USD$USDJPY JPY $NAS100 $MU $MU
