现在，进入第一只股票，呃，Neil，我想先讲的是 Credo Technology，代码 CRO。呃，这是一家半导体公司。他们确实非常专注于 AI 服务器和 AI 基础设施的网络解决方案。
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.
呃，这家公司的一大风险通常是客户集中度。但我坚信，在这个 AI 故事中，只有少数一部分人在以这种规模建设 AI 基础设施。所以，无论你在半导体领域还是 AI 基础设施领域与谁合作，客户集中度都会是这门生意的一部分。
这是一个需要理解的风险，但也要理解它是这个领域的一部分。
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.