Macroplane › Investment Theses › $CRDO — ZeroFlap AECs are de-facto AI scale-up cabling standard

$CRDO — ZeroFlap AECs are de-facto AI scale-up cabling standard

**Bottleneck theme:** Networking / Retimers **Focus:** $CRDO — Credo Technology Group Holding Ltd ZeroFlap AECs are de-facto AI scale-up cabling standard.

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