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Spyglass Capital Management's investment thesis on Credo Technology ($CRDO) — Q4 2025 | Buyside Digest

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$CRDONASDAQCredo Technology

BULL

Spyglass Capital Management—CRDO

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$233.20USD

+36.7% vs last month

$143.22Pitched

+62.8% since pitch

Market Cap$43.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The networking innovator's Active Electrical Cables address the bandwidth and signal loss limits of legacy copper cables in datacenters. Hyperscalers are transitioning...

— Spyglass Capital Management

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