Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)

The small-cap Russell 2000 index is benefiting from the U.S. government's focus on domestic industries.

There are massive opportunities in companies supplying AI infrastructure.

Data centers are hungry for power and speed. Two smaller companies stand on the threshold of cashing in on the AI infrastructure boom.

On February 11, 2026, Credo Technology Group (NASDAQ: CRDO) effectively silenced any remaining skeptics regarding the sustainability of the AI infrastructure boom. The company, which specializes in high-speed connectivity solutions, issued a preliminary revenue report for its third fiscal quarter that bypassed even the most aggressive Wall Street estimates. With revenue projected between $404 million [...]

Date: February 10, 2026 Introduction As the artificial intelligence revolution enters its third year of explosive infrastructure deployment, the industry's focus has shifted from the raw compute power of GPUs to the "connectivity bottleneck"—the challenge of moving massive amounts of data between thousands of processors without overwhelming power grids. At the heart of this transition [...]

The company’s preliminary revenue numbers exceeded its own guidance provided earlier.

Cogent Communications delivers high-speed internet and network services to businesses worldwide, with a focus on recurring service revenue.

Today’s Date: January 28, 2026 Introduction In the high-stakes arms race of Artificial Intelligence (AI) infrastructure, the spotlight often falls on the "brains" of the operation—the high-performance GPUs and TPUs produced by the likes of Nvidia and AMD. However, as AI clusters scale from thousands to hundreds of thousands of interconnected processors, a new bottleneck [...]

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The AI megatrend is still early, and Credo Technology Group looks like it could be one of the winners.

The company's focus on high-speed connectivity solutions is delivering a surge in business.

Insiders are selling stocks critical to AI infrastructure and applications, but investors shouldn't worry. Business is good, and higher stock prices are ahead.

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The timing tells a far more interesting story than the filing itself, and it says a lot about how conviction gets tested when guidance disappoints.

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Credo Technology (CRDO) exemplifies a high-growth stock, meeting strict criteria with soaring sales, earnings, and positive analyst momentum.