Credo Technology Group Holding (CRDO) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 9 calls on Credo Technology Group Holding (CRDO) from 3 tracked investors: 8 bullish, 1 bearish and 0 neutral. The most recent is bullish, posted by @DeepSailCapital on Nov 4, 2026 when CRDO last closed at $150.91. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on CRDO?
Split view. Among current calls, 2 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: Yode (@MarketYode).
Every logged CRDO call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Nov 4, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $150.91 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 28, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $167.43 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 23, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $147.29 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 19, 2026 | Yode (@MarketYode) | Bearish (short) | $169.70 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 14, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $198.31 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 13, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $200.84 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 12, 2026 | @babyfolio | Bullish (long) | $216.55 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 9, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $211.86 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Sep 3, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $165.22 | $212.48 on Oct 5, 2026 | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for CRDO
- Holds long-dated call options (LEAPs) on Credo Technology. (Deep Sail Capital (@DeepSailCapital), Nov 4, 2026; source)
- Celestica beat its Q3 guide and raised FY26; same hyperscaler switch/rack buildout that Credo AECs plug into, so read-through to the December print and likely a big guide. (Deep Sail Capital (@DeepSailCapital), Oct 28, 2026; source)
- Defends Credo against MaxLinear competition: merchant AEC DSPs from Marvell/Broadcom have not broken Credo's integrated system model; deep ties with five hyperscalers. (Deep Sail Capital (@DeepSailCapital), Oct 23, 2026; source)
- Quote-posts a note that Credo's new test platform could ease memory constraints, calling it interesting. (Deep Sail Capital (@DeepSailCapital), Oct 14, 2026; source)
- Quote-posts his 2026-09-03 Credo add, saying he is adding again. (Deep Sail Capital (@DeepSailCapital), Oct 13, 2026; source)
- Bullish on Credo 1.6T ZeroFlap Active Light Cable shipping 2027: 50m reach, lower power than AECs. (@babyfolio, Oct 12, 2026; source)
- If Lumentum can only supply ~30% of optical demand, active electrical cables (Credo) should see larger demand where they work. (Deep Sail Capital (@DeepSailCapital), Oct 9, 2026; source)
- Added back to Credo; plans to trim in the high $200s. (Deep Sail Capital (@DeepSailCapital), Sep 3, 2026; source)
The bear case for CRDO
No tracked investor has a current bearish thesis on CRDO.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @DeepSailCapital (Nov 4, 2026): "Leaps on $MOD $CRDO"
- @DeepSailCapital (Oct 28, 2026): "Read-through to the Dec print + 2H FY27 inflection, likely a huge guide"
- @DeepSailCapital (Oct 23, 2026): "Anyone that knows the market knows $MXL might try to get a piece of the market but unlikely to get a material piece."
- @MarketYode (Oct 19, 2026): "$CRDO lower highs and lower lows.. rejected the 200d today and has room to $150 under $170"
- @DeepSailCapital (Oct 14, 2026): "Credo might help with memory shortage."
- @DeepSailCapital (Oct 13, 2026): "And we do it up again."
Track records of the players calling CRDO
| Player | Calls on CRDO | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Deep Sail Capital (@DeepSailCapital) | 7 | 13-12 | .520 | +8.9 | Ranked #6 (career) |
| Yode (@MarketYode) | 1 | 0-0 | - | - | No scored calls yet |
| @babyfolio | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Credo Technology Group Holding (CRDO)?
As of November 5, 2026, @DeepSailCapital and @babyfolio have logged bullish calls on CRDO. Current bullish voices: @DeepSailCapital and @babyfolio.
Who is bearish on CRDO?
As of November 5, 2026, @MarketYode has logged bearish calls on CRDO. Current bearish voices: @MarketYode.
What is the consensus on CRDO among tracked investors?
Tracked investors are split on CRDO: 2 bullish and 1 bearish among current calls.
What price was CRDO at when these calls were made?
Prices at call ranged from $147.29 to $216.55. The most recent call was made when CRDO last closed at $150.91. We use the last close known when each post went up.
How have past CRDO calls performed?
No CRDO call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on CRDO?
Split view. Among current calls, 2 players lean bullish and 1 player leans bearish. The contrarian side right now is bearish: Yode (@MarketYode).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the CRDO page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.