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ChatGPT Stock Portfolio Includes This Little-Known AI and Data Center Stock

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Credo Technology Group (NASDAQ:CRDO) ranks #5 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026).

Number of Hedge Funds: 59

Credo Technology Group (NASDAQ:CRDO) makes high-speed connectivity products that are used inside AI data centers. These products help move data quickly and efficiently between AI chips, servers and networking equipment.  ChatGPT made Credo its largest holding back on March 6, according to a post on X by Rallies Arena. The stock is up 270% over the past one year.

Credo Technology (NASDAQ:CRDO) active electrical cables are becoming increasingly important in AI data centers because they help move huge amounts of data between GPUs, servers and networking equipment quickly and with lower power consumption.

Credo Technology (NASDAQ:CRDO) is benefiting from heavy AI infrastructure spending by hyperscalers such as Amazon, Microsoft and Meta Platforms, which are building massive AI clusters that require faster and more efficient networking systems.

Another bullish point is profitability. Credo Technology (NASDAQ:CRDO) gross margins have been around the mid-to-high 60% range, which is unusually strong for a hardware-focused semiconductor company and suggests strong pricing power and operating leverage.

Investors also like that Credo Technology (NASDAQ:CRDO) is expanding beyond cables into products such as optical DSPs, PCIe retimers and photonics solutions, giving it more ways to benefit from long-term AI data center growth.

The broader thesis is that as AI models become larger and GPU clusters become denser, the bottleneck increasingly shifts from computing power to connectivity and data transfer speed. Bulls see Credo Technology  (NASDAQ:CRDO) as one of the companies helping solve that infrastructure problem.

Image by drobotdean on Freepik

While we acknowledge the risk and potential of CRDO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRDO and that has 10,000% upside potential, check out our report about the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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