$CRDO · Jose Najarro Stocks · 2026-10-27
我欣赏并持有 Credo，会把它选为我的网络领域首选：网络是改善总拥有成本的最大机会之一，而 Credo 的产品服务于多芯片芯片间通信的中间层。
逐段跳播
Credo 我很喜欢。Credo 和 Sterile Labs 是我在 networking 领域看好并买入的两家公司。
Credo I I liked a lot. Um Credo and the Sterile Labs are two that I like in the networking space that I bought.
我会选一家 networking 领域的公司，因为我认为 networking 是改善总拥有成本的最大机会之一，这方面我会选 Credo。
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
所以对我来说，这些更像是介于芯片和许多其他组件之间的东西，比如对 NDL72 来说，对 Amazon 来说，要能让更多芯片之间互相通信，你会看到 Ster Labs 或 Credo 的产品。
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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