On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk.

Independent thinking, shared success.

Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

Here is KPP Financial Portfolio Manager, Luke Guerrero.

Good afternoon, fellow investors, and welcome back to the Wednesday, February 18th,

2026 edition of InvestTalk.

I'm your host, Luke Guerrero, and I will be with you over this next hour to bring you the

stories that matter to teach you the lessons you need to learn, and most importantly, to answer your finance and

investment questions. To that end, in just a bit, we will talk about today's market performance

and run down those show topics, but why don't we tackle this color question now?

Yes, I'd like your opinion on Credo Technology, ticker number C-R-D-O. Thank you very much.

Bye.

C-D-O-Tacology Group is ticker CRDO. It is a $22.5 billion market cap company that's had a rough year thus far in 2026, down 11.11%. But in spite of that,

it's up 70% over the past 52 weeks. Now, why might that be? Well, revenue growth is incredible

over the past five years, up from 58.7 million to 436 million in 2025.

Their fiscal year ending in April, projected to be $1.2 billion this year and $1.83 billion next year.

In fact, 2025 was the first year that it ever made money. Now, what does it do? Well,

it creates high-speed connectivity, particularly for AI data centers and also for cloud

infrastructure. So understandably, with this AI data center build out, right, this is the core thesis here,

their product is critical.

It is a power efficient alternative to these optical transceivers.

And so it helps with this efficiency.

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