CRDO
Guest preview — showing qualitative direction only.
CRDO Analysis Summary
Credo Technology (CRDO) operates in Layer 3: Infrastructure, in the High Speed Networking sub-sector. With a $10.0B market cap and 70% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bullish with none conviction, driven primarily by weekly factors.
CRDO is currently a beneficiary of 1 bottleneck (800G/1.6T Optical Transceivers).
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with none conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on Credo Technology (Infrastructure, 70% AI revenue). Signal: +0.19.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $10,000M (10.0B)
- Avg Daily Volume
- $60.0M
- AI Revenue %
- 70%
- Liquid Options
- No
- Layer
- 3 — Infrastructure
- Sub-Sector
- High Speed Networking
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About CRDO
- Company: Credo Technology
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $10.0B
- AI Revenue: 70%
- Sub-sector: High Speed Networking
- Tier: Midstream
- Supply Chain Partners: 0 companies
CRDO FAQ
What does Credo Technology do in AI?
Credo Technology (CRDO) operates in the Infrastructure layer of the AI supply chain, in the High Speed Networking sub-sector.
Is CRDO a buy or sell?
Full signal analysis for CRDO is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CRDO in?
CRDO is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Credo Technology's AI revenue exposure?
Credo Technology derives approximately 70% of its revenue from AI-related activities. It has a market capitalization of $10.0B and sits in the midstream tier of the AI supply chain.
Who are CRDO's AI supply chain partners?
CRDO does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.