From Copper King to Photonics Powerhouse: A Trade Idea on Credo (CRDO)
Credo is executing a fast pivot from high-performance copper SerDes and active electrical cables into silicon photonics after the DustPhotonics deal. Management is guiding toward meaningful optical revenue and accretive EPS, and the stock still shows momentum despite elevated multiples. This trade idea lays out a long entry, targets, stop, catalyst…