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finance.yahoo.comJUN 26 min read$CRDOBullishLow

3 Up-and-Coming Stocks That Could Be the Next NVIDIA

The article highlights three stocks it says are underappreciated in AI and digital finance. Credo Technology (CRDO) is positioned for AI inference connectivity; it reported record $407.1M Q3 FY2026 revenue, up 201.5% YoY, and raised FY2027 growth guidance to above 50%, according to the company. Celestica and Nu Holdings are also cited for AI data-center demand and Latin America digital banking growth, respectively.

AI DeskJune 2, 2026
Source · finance.yahoo.com
AI analysis
Relevance
6/10
Novelty
4/10
Actionability
Low
Sentiment · $CRDO
Bullish
Timing
general positioning article; no specific next catalyst date
Market alignment
bullish tilt toward AI infrastructure and LATAM fintech growth
Why this matters for $CRDO

Raised growth guidance tied to AI inference connectivity could re-rate CRDO’s forward growth expectations.

Relevance context

Article highlights Credo’s record Q3 FY2026 revenue ($407.1M) and raised FY2027 growth guidance above 50%.

Price-impact prediction

Near-term upside bias as guidance supports higher revenue/growth expectations; volatility likely given small/mid-cap positioning.

Background

The article is a Yahoo Finance “up-and-coming stocks” pitch, using NVIDIA’s early-stage run as a template and emphasizing small-to-mid caps with growth inflection.

Why it matters

Only CRDO has a concrete, company-specific datapoint (record revenue and raised FY2027 growth guidance). CLX and NU are discussed primarily via thematic demand/expansion narratives without new, named catalysts.

Market relevance

Traders get the clearest actionable signal from CRDO’s cited guidance raise; CLX/NU are lower-conviction thematic mentions.

Market effects

Sector

Reinforces the AI inference connectivity and AI data-center buildout supply-chain themes.

Regional

Supports continued investor interest in Latin America digital banking growth stories.

Global

Aligns with ongoing global AI infrastructure capex expectations.

Alternative perspectives

Contrarian view

These are “next NVIDIA” style picks; two names (CLX, NU) are presented more as themes than as having fresh, company-specific catalysts.

Overlooked factors

For CRDO, guidance magnitude may already be partially priced; for CLX/NU, macro/AI capex cycles and valuation compression risk could dominate without new fundamentals.

Key entities

  • public_company
    Credo Technology Group Holding Ltd.

    AI inference connectivity/infrastructure provider; cited record Q3 FY2026 revenue and raised FY2027 growth guidance.

  • public_company
    Celestica

    AI data-center buildout beneficiary per article’s demand read-through.

  • public_company
    Nu Holdings

    LATAM digital banking expansion story framed as attractive valuation.

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