CRDO

Everything Filings Intel has said about CRDO across all issues.

• 10-K · 2026-06-15 Issue 13 · bullish
  FY26 revenue $1.3bn vs $436.8m (≈+198%); net income $472.3m vs $52.2m; R&D $279.4m. But the structural caveats are stark: top-10 customers ≈90% of revenue, two customers each ≥10%; ASPs decline over time; fabless on TSMC; competes head-on with Broadcom, Marvell and Astera. Explosive growth, concentrated and contested.

• The engine versus the fundamentals — Credo prints +198% and the model still flags it bearish, beside SMCI's dilutive raise Issue 13
  Alongside: ALABMRVLSMCIAVGOTSM
• 157% growth and the stock fell — Credo is the counter-tape, and the copper-AEC casualty Issue 10
  Alongside: COHRLITE
• Marvell — data center is 76% of the company now, but our >35% bar missed Issue 9
  Alongside: MRVLAVGOALAB
• Memory trade reawakens, Credo up 8%, NextEra acquires Dominion Issue 8
  Alongside: MUMRVLNEEDVRT
• Baker shrank his book 39% and pivoted into AI connectivity ICs Issue 7
  Alongside: ALABZMPANWVST