Analyst Bullish on Credo as Photonics Vertical Integration Seen Undervalued

Ben Bajarin of Creative Strategies published a bullish research note on Credo (CRDO), arguing its vertical integration of photonics and SerDes is key to growth and may be undervalued by the market.

2026-09-16 ~ 2026-09-16 · 2 related posts

• Ben Bajarin bullish on Credo: DustPhotonics deal and vertical integration undervalued by market — BenBajarin · 2026-09-16
• Ben Bajarin doubles down on Credo: photonics-plus-SerDes vertical integration drives growth — BenBajarin · 2026-09-16