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Connectivity, RF & Positioning

Research snapshot · 6/23/26

CRDOCredo Technology

Active Electrical Cable (AEC)

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WATCH
Conviction●●●○○3 of 5
Research target300Snapshot target
Thesis statusINTACTLast reviewed 6/23/26
Market cap47.82BSnapshot value
The thesis

GPU scale-out → 800G/1.6T connectivity bottleneck (AEC active electrical cables)

Catalysts

Hyperscaler AEC design wins; 1.6T ramp

What breaks it

Customer-order timing miss; AEC→optics share loss

Social sentiment

X: interconnect/AEC bottleneck bullish; Reddit: quiet

Snapshot · 6/23/26
Smart money

🟡 Mixed · ins-$15.3M · 13F 16+/9- · short↓0.26

Snapshot · 6/23/26