Seeking Alpha
07 Jul 2026, 05:40 UTC · 3h ago
Credo Scores A Major Win From Nvidia's Delay
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
07 Jul 2026, 05:40 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
NVIDIA's Kyber NVL144 delay is extending demand for Credo's high-margin copper Active Electrical Cable (AEC) business. — Directly boosts near-term revenue and margins through a catalyst from a primary industry driver (NVIDIA).
+0.60Credo management is targeting $600M in optical sales by 2027. — Sets a concrete, long-term growth benchmark for the company's diversification into optical connectivity.
+0.40Credo's ALC and OmniConnect initiatives are positioning the company for multi-year growth. — Indicates a pipeline of new products that support sustained long-term valuation increases.
+0.30Which stocks this story touches
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Strong growth catalysts in copper and optical connectivity and a 'Buy' rating.
Mention of a product delay for the Kyber NVL144.
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