MaxLinear is identified as a primary competitive threat to Credo, aiming to capture 20-30% of the 1.6T cable market.
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Credo Stock (CRDO) Growth Surges, So Why the Sell-Off? | Oct 24, 2026
Oct 24, 2026
The podcast analyzes Credo Technology Group (CRDO) amidst a significant stock price correction, weighing its strong fundamental growth and AI infrastructure role against competitive threats from MaxLinear, heavy insider selling, and a high valuation. The hosts maintain a cautious, long-term bullish outlook while highlighting the risks of a potential market share loss during the transition to 1.6T cable standards.
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Supermicro's recent $4 billion revenue estimate hike serves as a key indicator of accelerating AI infrastructure demand.
Despite a 31% drop and insider selling, Credo remains a high-growth AI infrastructure play with a 7/10 bullish score, provided they navigate the 1.6T transition.
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