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$CRDO Catalyst Posts

June 28, 2026

Single-day social intelligence recap and verified catalyst posts Β· ← Back to $CRDO Profile Β· Market Rankings

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1 source posts analyzed
Jonah Lupton @JonahLupton Β· 2026-06-28T21:24:59+00:00

Now I’m thinking we don’t own enough $CRDO and $ALAB [Spoken audio]: the investment side, I always look at where is the bottleneck? What are you trying to solve? And for example, I invest in a company called Credo Semiconductor Australia Lab. Is this interconnect become the bottleneck? So I decided to back and also back to Celestial AI in the optical side. And then because speed become more important in the interconnect in the cluster. So I think optical become very important. Look at Jensen, he invests almost every company is photonic.