Jose Najarro Stocks on $CRDO (Oct 27, 2026)
The speaker likes and owns Credo and would choose it as his networking pick: networking is one of the biggest opportunities to improve total cost of ownership, and Credo's products serve the middle layer for many-chip chip-to-chip communications.
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Credo I I liked a lot. Um Credo and the Sterile Labs are two that I like in the networking space that I bought.
Um I would pick someone in the networking side because I think networking is one of the biggest opportunities to improve total cost of ownership and I would go with Credo on that one
uh so so for me th those are kind of more like very in between in the chips and a lot of these other components like for for NDL72 right and for Amazon being able to communicate with a lot more chips to chips you see kind of products from either Ster Labs or Credo.
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Jose Najarro Stocks has 5 calls on this stock; only the adjacent ones are shown.