# Credo > Markdown twin of https://roboterminal.app/companies/credo · https://roboterminal.app/companies/credo.md ## On shared sources - [Lumentum](https://roboterminal.app/companies/lumentum) (6) - [NVIDIA](https://roboterminal.app/companies/nvidia) (6) - [Coherent](https://roboterminal.app/companies/coherent) (5) - [Intel](https://roboterminal.app/companies/intel) (5) - [Marvell](https://roboterminal.app/companies/marvell) (5) - [Astera Labs](https://roboterminal.app/companies/astera-labs) (4) - [Micron](https://roboterminal.app/companies/micron) (4) - [Amazon](https://roboterminal.app/companies/amazon) (2) - [AMD](https://roboterminal.app/companies/amd) (2) - [Broadcom](https://roboterminal.app/companies/broadcom) (2) - [Anthropic](https://roboterminal.app/companies/anthropic) (1) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1) - [AXT](https://roboterminal.app/companies/axt) (1) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1) - [Google](https://roboterminal.app/companies/google) (1) - [IQE](https://roboterminal.app/companies/iqe) (1) - [Meta](https://roboterminal.app/companies/meta) (1) - [Microsoft](https://roboterminal.app/companies/microsoft) (1) - [Mizuho](https://roboterminal.app/companies/mizuho) (1) - [Montage Technology](https://roboterminal.app/companies/montage-technology) (1) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1) - [Mrvl](https://roboterminal.app/companies/mrvl) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [Penguin Solutions](https://roboterminal.app/companies/penguin-solutions) (1) - [POET Technologies](https://roboterminal.app/companies/poet-technologies) (1) - [Samsung](https://roboterminal.app/companies/samsung) (1) - [Sivers Semiconductors](https://roboterminal.app/companies/sivers-semiconductors) (1) - [SpaceX](https://roboterminal.app/companies/spacex) (1) - [Sumitomo Electric](https://roboterminal.app/companies/sumitomo-electric) (1) - [Super Micro Computer](https://roboterminal.app/companies/super-micro-computer) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2110417600379548130) Morgan Stanley: As we move to multi-rack clusters like the Rubin Ultra NVL576, networking doubles its share of total rack value to 20%, while single-rack memory density compresses. GB300 NVL72: 57% GP… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109806415007375643) "The optical supply chain has never seen this kind of demand before. Many parts of the supply chain had not had to drastically ramp volumes before and is scrambling." 👍 $LITE $COHR $AMD $CRDO https:/… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109348052947394607) Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2108153057930264658) It feels like the networking/optical theme has room to run after $MRVL's recent analyst day. According to BNP Paribas: We remain bullish on the optical supply chain given the strong demand for 800G an… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107649530871038069) Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100350033371746724) CEO of Intel, Lip-Bu Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100349638540771708) CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100349392452571556) CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid coolings and critical semiconductor supply chain constraints: "I think a lot of people didn't realize — a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100225693477122455) The AI datacenter semiconductor market is expected to grow from $250 billion in 2025 to $1.3 trillion by 2030. $INTC $AMD $NVDA $AMZN $MU $CRDO $AVGO https://t.co/Udp2o1PDba https://t.co/gsPPccKlXD - [@pequityresearch on X](https://x.com/pequityresearch/status/2099158665399881940) Evercore ISI: AI networking to be the highest growth segment within AI data center semis the next 5 years. $SMTC $CRDO $GLW $NOK $CIEN $LITE $COHR - [@pequityresearch on X](https://x.com/pequityresearch/status/2098843900286804439) Thanks to @awodias attending CIOE 2026, I was able to squeeze together all of his findings at the event into an article that is easier to digest for everyone in one go. Companies/topics in this articl… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098198366651883524) Day 3 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies in this article include: Nvidia $NVDA Credo Technology $CRDO Super Micro Compu… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097705839662342593) CIOE 2026: major products within the optical communication industry $GLW $LITE $COHR $AVGO $MRVL $CRDO $SMTC - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095218977123270950) Bought some stocks today...finally. 1. $NBIS - Already a top 10 position for me, but one of my highest conviction names. 2. $INTC - I don't own enough Intel. 3. $CRDO - Averaging my position down on t… --- Source: Roboterminal · https://roboterminal.app/companies/credo.md