$ALAB vs. $CRDO Which is your favorite copper pick?

$CRDO trades at 26x NTM EPS $ALAB trades at 64x NTM EPS

See which stock I selected by viewing my public portfolios

$CRDO hands down

$Crdo 0 debt

$CRDO based on current valuation. I own both

$CRDO

Love these bite size videos, Michael

Tough call, but I lean $CRDO on the copper side. You and @SophiaBlackkod are my go-tos for AI connectivity names, Sophia's breakdowns on the data center supply chain are always super helpful.

Could it make sense to hold both stocks in the same portfolio, or do you see too much overlap between the two?

I like $CRDO overlapping optics and cu connects. But Optics is the future ..

@Natnatx007 wdyt??

this is the best copper pick debate right now. alab and crdo both have real ai tailwinds but credo is the cleaner networking story. michael nailed the comparison and @TylerWoolsey23 keeps the bigger picture in focus ngl. both always cook

Alab by a long shot.

Great question as always. Your analysis brings value and helps cut through the noise.

$ALAB by miles.

Thanks

$CRDO hands down over $ALAB

both!

Interesting comparison. The cheaper name isn’t always the winner if earnings momentum starts to separate.

For Copper only KGHM 🇵🇱💪🥵

Diesel pushing past $6 is the kind of pressure that forces Washington’s hand — a deal with Tehran would be a major relief for energy markets. Curious if JavierMolinaSTK thinks crude leadership is the key risk to watch here.

I have been a buyer in $CRDO. Going long.

tough call but I'm with you on $CRDO. balance sheet matters when the cycle turns

Long term point of view $CRDO wins.

I don’t get why we add “AI” next to a semiconductor chip. Not all chips are meant for “AI” I work in one of Mag 7 hardware division and none of us call “AI” chips it’s just semiconductors dawg.

Credo because of Zero Flap technology

$CRDO stock looks cheap now and has more room to go

ngl not a good luck that potus of china didnt right with our potus...............................

$ALAB is the clear winner here with that AEC cabling tech, way better margins than $CRDO. Copper is boring but this AI infra play is a goldmine. @RitadeCSB always spots these hidden winners before the hype.