How The Motley Fool’s view on $CRDO changed

Now, jumping into the first stock, uh, Neil, that I want to jump into is going to be Credo Technology, ticker CRO. Um, this is a semiconductor player. they do really focus on the networking solution of of of AI servers and AI infrastructures.

Um, one of the big risk for this company is usually customer concentration. But I'm a firm believer that in this AI story, there's only a selected amount of people that are building AI infrastructures at these types of scales.

So no matter who you're working with in the semiconductor space or AI infrastructure space, customer concentration will be part of this business. It's a risk to understand but it's also understand that it is part of the space.

Okay, now we can move on to the third stock, which is a less well-known company in the semiconductor industry. Its market value is less than $50 billion. Much like Broadcom, it announced its profits and the market punished it, and rightly so , wasn't it?

I think that for Broadcom, for example, the reason for penalizing it is logical. I wouldn't be too pessimistic about the stock, but I can understand why the market is punishing it. The same applies to this stock.