Credo dominates the Active Electrical Cable (AEC) market, delivering essential AI infrastructure for data centers. CRDO posted record Q2 revenues of $437M, up 157% year-over-year, driven by unprecedented AEC demand. Gross margins remain robust above 68%, reflecting strong pricing power and operational leverage in a surging AI hardware market.
Anfield Energy has surged 93% in 12 months, driven by nuclear power optimism and its strategic uranium positioning. AEC owns the Shootaring Canyon Mill, one of only three licensed U.S. uranium mills, with production restart expected in H2 2026. Uranium Energy doubled its stake to 32.4% in AEC, signaling strong industry confidence in AEC's growth prospects.