Cramer: Credo Technology still a winner, but Marvell is better

• Credo Technology (CRDO) posted Q3 gross of $407M, up 201.5% twelvemonth implicit twelvemonth and beating estimates by 5%, with non-GAAP EPS of $1.07 topping statement by 14% and operating margins astatine 49.6%. Marvell Technology (MRVL) reported Q3 gross of $2.075B, up 37% twelvemonth implicit year, with information halfway gross of $1.52B and full-year maturation forecast exceeding 40%, portion besides acquiring Celestial AI to deepen its optical interconnect capabilities for AI information centers.

• Marvell ranks higher than Credo among semiconductor investors owed to its larger gross base, broader lawsuit diversification, cleaner insider activity, and strategical acquisition of Celestial AI to fortify its presumption successful the fastest-growing AI datacenter infrastructure opportunities.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

Jim Cramer got a question connected Mad Money's Lightning Round that required a cautious answer. Dave successful Illinois called successful astir Credo Technology Group (NASDAQ:CRDO), noting that Cramer had declared it "a winner" backmost successful December portion flagging lawsuit attraction and insider selling concerns. Dave wanted to cognize if the thesis inactive held.

Cramer's effect was nuanced: "I deliberation it is [still a winner]. I conscionable similar the others better, Dave. And you know, erstwhile I talk that way, you cognize that I similar — there's like, you know, tons of worldly wrong the information center, including Marvell, that I deliberation is amended than Credo."

That's not a merchantability call. That's a ranking. And the favoritism matters.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

Credo conscionable posted a blowout quarter. Q3 FY2026 gross deed $407 million, up 201.5% twelvemonth implicit year, beating estimates by 5%. Non-GAAP EPS came successful astatine $1.07, topping the $0.94 statement by astir 14%. Operating margins deed 49.6%, which is exceptional for a semiconductor institution inactive successful hypergrowth mode.

CEO Bill Brennan enactment it plainly: "In the 3rd 4th Credo erstwhile again delivered grounds results with gross of $407.0 million, an summation of much than 50% sequentially and 200% twelvemonth implicit year."

The institution besides announced 3 caller multi-billion dollar TAM expansions: ZeroFlap optics, Active Line Cards, and OmniConnect representation solutions. Forward guidance of $425 cardinal to $435 cardinal for Q4 keeps the momentum intact.

But the banal is down astir 19% twelvemonth to date, adjacent aft a 13% bounce successful the past week. That pullback partially reflects the insider selling that Cramer flagged successful December. The CTO unsocial sold hundreds of thousands of shares betwixt December 2025 and precocious January 2026, with the CEO and CFO besides progressive sellers astatine prices good supra existent levels. These whitethorn beryllium pre-planned 10b5-1 programs, but the measurement is hard to ignore.