The YouTuber suggests Credo Technology, a semiconductor company specializing in high-speed data interconnects for AI data centers. He highlights its power efficiency advantage, significant customer diversification away from Microsoft, and the strategic acquisition of Dust Photonics, which is expected to drive substantial optical revenue growth.
“The revenue grew 201% year over year with a peg ratio of 0.9. That's the highest growth rate of this list at the lowest growth adjusted price.” — ▶ 01:08:59