CRDO is a huge opportunity benefiting from expansion technologies; previously identified as a buy at levels 150-160.

There are two stocks that really benefit from vertical and horizontal expansion technologies, namely Credo and Astera Labs, right? Shares of Credo Technologies rose by approximately 4%.

Fortunately, in my community, we were already talking about Credo Technologies during this downturn, weren't we ? At levels 150 and 160.

So, yes, if we look at this Marvel market, right ? But the market says if it's really that good for Marvel, isn't it? It's not even the third player, and probably not the fourth or fifth in AI data centers , so how good is it for companies like Broadcom, Micron, Nvidia, AMD, Credo, and Astera Labs?

If a company is not in first place and is still benefiting greatly, what will companies in first, second and third place get? So , once again, that's the prevailing positive feeling here.

I think that's the aspect that the market sometimes lacks, and when you have companies like Credo, I think it's a huge opportunity. But today, the market woke up to shares of Credo and Astera Labs.

But in this channel, the three companies that have established an exchange-traded fund (ETF) approach are Marvell, Credo , and Astera Labs. I am very happy to see this thesis being implemented in practice .