Every AI Chip on Earth Needs This Company’s Technology. It Has an 80% Gross Margin. And You’ve Probably Never Heard of It

Rambus (NASDAQ:RMBS | RMBS Price Prediction) has become one of the more interesting names in the AI infrastructure supply chain, and it remains under the radar for most investors. This is the memory bandwidth IP company sitting underneath the entire AI buildout, yet awareness outside semiconductor circles is limited. That gap between fundamentals and recognition … Every AI Chip on Earth Needs This Company’s Technology. It Has an 80% Gross Margin. And You’ve Probably Never Heard of It

Credo Technology Nearing 52-Week High: Buy, Sell or Hold?

At $221.23, Credo Technology (NASDAQ:CRDO | CRDO Price Prediction) is a hold. The stock is pressing against a 52-week high of $233.70 after a parabolic run, leaving almost no margin for error on a thesis that is otherwise working beautifully. Credo designs high-speed connectivity hardware for AI data centers, including Active Electrical Cables, retimers, optical … Credo Technology Nearing 52-Week High: Buy, Sell or Hold?