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The creator identifies two stocks, Broadcom (AVGO) and Credo Technology (CRDO), as key players in the AI su...

The creator identifies two stocks, Broadcom (AVGO) and Credo Technology (CRDO), as key players in the AI supply chain, highlighting their roles in custom chip development and high-speed connectivity.

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Tickers discussed in this post

CRDOBullishHigh ConvictionSignal-backedPrimary

Credo Technology is a high-speed connectivity play essential for efficient data movement in AI clusters.

AVGOBullishHigh ConvictionSignal-backedPrimary

Broadcom is a key AI infrastructure play, providing custom chips and networking technology for major tech companies.

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Tracked calls opened from this post

AVGO
buy opened Sep 6, 2026
-3.79%
CRDO
buy opened Sep 6, 2026
+4.65%