Yes, iShares Semiconductor ETF (SOXX) holds CRDO with 1.40% (as of 2026-11-06).

Yes, Vanguard Small-Cap ETF (VB) holds CRDO with 0.42% (as of 2026-11-06).

Credo Technology Group Holding Ltd (CRDO) is held by SOXX (1.40%), VB (0.42%).

What AI bubble is CRDO in?

Credo Technology Group Holding Ltd (CRDO) is mapped to the Networking / Optical bubble on QuantAbundance. Credo Technology - high-speed optical SerDes + Active Electrical Cables (AECs); 800G/1.6T datacenter interconnect ramp.

What sector is CRDO in?

Credo Technology Group Holding Ltd is classified under GICS Information Technology (Semiconductors).

What is CRDO's last close price?

CRDO last closed at $120.51 on 2026-11-06.

CRDO

NASDAQNext earningsNov 30AnalystsStrong Buy19+136%

Credo Technology Group Holding Ltd ação

Information Technology · Semiconductors

$120.51last close

-25.9%~252d

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Price

-25.95% over 1Y

1 curated level

Tese

em 2026-11-08

Bull case

Structural: AI scale-out fabric drives interconnect TAM expansion - back-end networks need 4-8x the cabling of front-end, and 800G/1.6T transitions favor AEC over passive DAC on reach + signal-integrity grounds. CRDO is the merchant leader in AECs with deep design wins at Microsoft, Amazon, and a third hyperscaler ramping FY26.

SerDes IP licensing (Intel, Samsung Foundry) is optional upside.

AEC TAM inflection as 800G GPU clusters generalize beyond Microsoft
Hyperscaler concentration flipping from risk to validation; third + fourth customers ramping
Optical DSP (Linear Pluggable Optics, LPO) is a free call option on 1.6T transition
Gross margin mix-shift toward IP licensing + optical DSP lifts blended GM toward 65%+
$NVDA Spectrum-X + Blackwell scale-out demand pulls forward AEC orders

Bear case

Customer concentration: Microsoft >40% of revenue in recent quarters; single-customer slowdown is brutal
$MRVL + $AVGO compete on SerDes IP and optical DSP with broader pluggable footprints
Co-packaged optics (CPO) thesis from $NVDA / $TSM could compress AEC TAM at 1.6T+
Multiple compression risk - trades at >20x forward sales on hyperscaler-cycle math
Insider + secondary supply has been heavy through 2026

Microsoft - anchor AEC customer; multi-year ramp into Azure AI back-end fabric; disclosed >40% of revenue concentration in FY25 10-K
Amazon (AWS) - second hyperscaler AEC design win; Trainium/Inferentia cluster fabric ramp through CY26
Third US hyperscaler - disclosed in FY26 guide as ramping; widely believed to be $META or $GOOGL
Intel Foundry - 5nm/3nm SerDes IP licensing engagement
Samsung Foundry - SerDes IP partnership on advanced nodes
TE Connectivity - joint AEC + connector reference designs for OCP/OAI form factors

clientesMicrosoft · Amazon Web Services · Intel Foundry · Samsung Foundry · TE Connectivity

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Analyze CRDOinteractive tools

Fibonacci levels Correlation matrix Learn the method

Bubblescapital-flow co-movement

Networking / Opticalprimaryw 0.85

Themeseditorial groupings

AI Inference

Convictionin 3 watchlists

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High-signal only

Held by ETFs

SOXXiShares Semiconductor ETF
1.40%
VBVanguard Small-Cap ETF
0.42%

Key levels

$148.00
Key Fib level · 2026-04-25
User-supplied 2026-04-25
-18.6%

Trading 18.6% below fib key.

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $22.65B
Last update: 2026-11-06

Revenue (TTM)$1.6B

P/E42.7×

P/S14.2×

Net margin33.8%

Frequently asked questions

Is CRDO in SOXX?: Yes, iShares Semiconductor ETF (SOXX) holds CRDO with 1.40% (as of 2026-11-06).
Is CRDO in VB?: Yes, Vanguard Small-Cap ETF (VB) holds CRDO with 0.42% (as of 2026-11-06).
What ETFs hold CRDO?: Credo Technology Group Holding Ltd (CRDO) is held by SOXX (1.40%), VB (0.42%).
What AI bubble is CRDO in?: Credo Technology Group Holding Ltd (CRDO) is mapped to the Networking / Optical bubble on QuantAbundance. Credo Technology - high-speed optical SerDes + Active Electrical Cables (AECs); 800G/1.6T datacenter interconnect ramp.
What sector is CRDO in?: Credo Technology Group Holding Ltd is classified under GICS Information Technology (Semiconductors).
What is CRDO's last close price?: CRDO last closed at $120.51 on 2026-11-06.