10x in 2 Years - The Benson Report | Ep. 13

Credo just turned a forgotten $17 semiconductor into a near-$200 AI infrastructure monster — and most investors still don’t understand why.

While the world obsessed over GPUs and headline AI models, Credo quietly became the nervous system of the AI build-out: wiring up the giant GPU clusters, fixing catastrophic “link flaps,” and now launching an entire platform of connectivity products that could 3x its total opportunity.

In this episode of The Benson Report, I’m Phillip Aubrey — founder and CEO of Benson AI — breaking down how Credo pulled off a 10x move, what its latest blowout earnings really signal, and what this means for the next phase of the AI infrastructure trade.

🔥 Inside the Episode

📉 From $17 to ~$200
How we found Credo when nobody cared, why it looked asymmetric back then, and what it actually took to hold through 50% drawdowns.

📊 The Quarter That Changed Everything
272% revenue growth, mid-60s gross margins, mid-40s net margins, four hyperscalers each over 10% of revenue — and guidance that basically told Wall Street, “you’re still underestimating us.”

🔌 Connectivity: The New AI Bottleneck
Why link flaps can take entire GPU clusters offline, how Credo’s Active Electrical Cables became the de facto standard inside AI data centers, and why this is the “picks and shovels” story hiding under the GPU headlines.

🚀 ZeroFlap Optics, Active LED Cables, OmniConnect
How Credo is expanding from one hero product to a full AI connectivity platform — extending reach from 7m to 30m, attacking the memory wall, and growing its TAM from a few billion to well over $10B.

🧩 Where We Are in the AI Infrastructure Cycle
Phase 1: GPUs. Phase 2: connectivity. Phase 3: power and cooling. Phase 4: memory and custom silicon. How Credo fits into that map — and where the next bottlenecks (and opportunities) show up.

📈 The Benson Playbook
Why the real edge isn’t “finding the next Credo,” it’s having a system that:

Keeps you exposed to AI infrastructure broadly

Lets winners run while rebalancing concentration risk

Automates buying through volatility instead of panic-selling it

Powered by Benson AI — investing done for you.
No stock-picking. No panic. No hero trades.
Just systematic, intelligent compounding across the entire AI economy.

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