Executive Summary
Steven Cress's quantum system delivered 46.6% returns versus the S&P 500's 17.6% in 2025, despite massive mid-year volatility from trade war fears. The portfolio's AI infrastructure holdings—Credo Technology (CRDO) up 116% and Celestica (CLS) up 240%—captured the hyperscaler CapEx explosion that most investors missed during the February-May sentiment-driven selloff. Credo's 272% revenue growth from AI connectivity solutions and Celestica's 52% year-over-year EPS climb from manufacturing complex ...
Key Investment Opportunity
AI Connectivity Infrastructure Play
Credo Technology benefits from structural shift to high-speed AI connectivity solutions with 78% forward EPS growth rate and zero analyst downgrades
...and 2 more investment opportunities
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