Let me start by saying that Credo Technology Group (NASDAQ: CRDO ) is beginning to slowly fit into the profile of Super Micro Computer ( SMCI ), as it was in 2022 when it was trading at ~$81. SMCI went aheadAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives us the tickers, and we act on its recommendations witho ...