Chi Fung Cheng, CTO of Credo Technology Group, sold 27,500 shares worth $6.6 million through a pre-arranged trading plan established in September 2025. The sale represents only 0.46% of his total holdings, with the insider maintaining approximately 6 million shares worth over $1.3 billion. The transaction is characterized as routine diversification following a 139% one-year stock surge, rather than a bearish signal. Credo has demonstrated strong fundamentals with tripled fiscal 2026 revenue exceeding $1.3 billion and net income growth of over 500%.

Credo Technology Group's COO Lam Yat Tung sold approximately 106,000 shares worth $23.9 million on July 15, 2026, under a pre-planned Rule 10b5-1 trading plan adopted in April. Despite the sale, the insider maintains over 3.1 million shares valued at $705 million. The transaction represents less than 4% of his holdings and follows a 121% one-year stock appreciation. Analysts view this as routine portfolio management rather than a bearish signal, particularly given Credo's strong financial performance with fiscal 2026 revenue exceeding $1.3 billion and record quarterly results.

Credo Technology Group's COO Yat Tung Lam sold 50,000 shares worth $11.3 million on July 15, 2026, through a pre-planned Rule 10b5-1 trading arrangement. Despite the sale, Lam maintains over 3 million shares in the company. The article characterizes this as routine profit-taking after the stock's 121% one-year run, not a sign of concern. Credo reported strong fiscal results with revenue exceeding $1.3 billion and net income of $472.3 million, though the company faces concentration risk with 90% of revenue from its top 10 customers.

The Vanguard Russell 2000 ETF is outperforming the S&P 500 in 2026, gaining 19% versus 9% for the benchmark index. Small-cap domestic companies are benefiting from geopolitical tensions affecting multinational corporations, favorable government policies including tariffs, and reduced regulations. The Russell 2000's exposure to companies like Bloom Energy and Credo Technology, which are primarily domestically focused, is insulating them from international risks.

Credo Technology's CTO Cheng Chi Fung sold 31,290 shares for $7.7 million in July 2026 under a pre-arranged Rule 10b5-1 trading plan. Despite the sale, he retained a substantial $1.56 billion stake (approximately 6 million shares), representing only a 0.52% reduction in his position. The transaction is viewed as insignificant given his continued conviction in the company, which has delivered 177% returns over the past year and achieved record revenue growth exceeding $1.3 billion in fiscal 2026.

Three semiconductor and optical connectivity companies—Fabrinet, MACOM Technology Solutions, and Credo Technology Group—are identified as overlooked AI revenue accelerators with strong sales growth momentum. Fabrinet reported record $1.2B quarterly revenue (39% YOY growth) and trades at an attractive 5x P/S ratio. MACOM achieved 22.5% YOY sales growth with data center revenue expected to exceed 60% growth. Credo experienced 157% YOY quarterly revenue growth to $437M, driven by optical connectivity solutions. All three companies have strong analyst support with predominantly Buy ratings.

Both Credo Technology Group and Marvell Technology are benefiting from explosive AI data center demand with impressive growth rates. However, the article recommends Marvell Technology as the better buy due to its larger scale, more diversified customer base, Nvidia backing, and S&P 500 inclusion, while Credo faces significant customer concentration risk despite its impressive 205.7% revenue growth.

As AI data center demand surges with power consumption expected to double by 2027, networking chips are becoming critical infrastructure. Three companies leading this trend are Nvidia, which is expanding into data center networking with its Vera Rubin architecture; Astera Labs, showing 93% revenue growth and recently added to Nasdaq-100; and Credo Technology, with 157% sales growth driven by its connectivity solutions across AI infrastructure.

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by investing in profitable stocks and returning those profits to shareholders. Using Liberty All-Star Growth Fund (ASG) as an example, the author outlines three key evaluation criteria: portfolio quality (focusing on large-cap tech and data-center beneficiaries), trading at a discount to net asset value, and consistent dividend history. ASG currently yields 8.2% and trades at a 12.2% discount to NAV, making it potentially attractive for investors bullish on U.S. large-cap and AI stocks.

The article compares two growth-focused ETFs: Vanguard Russell 1000 Growth ETF (VONG), which offers lower costs and large-cap stability with a 0.06% expense ratio, and iShares Russell 2000 Growth ETF (IWO), which provides small-cap growth exposure with higher recent returns (32.4% vs 21.2% over 1 year) but a higher 0.24% expense ratio. VONG has outperformed over 5 years, while IWO has shown better recent performance, suggesting a potential market rotation toward small-cap stocks beyond the tech-dominated large-cap sector.

Fundstrat Capital completed its May 2026 quarterly rebalance of the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), adding 10 stocks including First Solar, Zoom, Credo Technology, and Neurocrine Biosciences, while removing 8 positions. CIO Tom Lee positions the portfolio for a 'challenging but ultimately constructive' environment, with the strategy focusing on companies benefiting from structural tailwinds across themes like Millennials, Global Labor Supply, Energy, Cybersecurity, and Easing Financial Conditions.

During Friday's 1,100-point Nasdaq decline, retail traders on Robinhood showed a rotation pattern rather than a simple 'buy the dip' strategy. While mega-cap AI names like Tesla, Nvidia, and CoreWeave saw aggressive buying, major software and cloud stocks including Amazon, Microsoft, and Alphabet were net sold despite declining prices. Credo Technology was the most heavily sold stock on the platform, suggesting traders locked in gains from recent rallies rather than adding exposure to beaten-down mega-cap names.