$ALAB
Astera Labs, Inc.How his view evolved
Every substantive take he's posted on $ALAB, newest first — each labelled with the stance he expressed at the time.
- Jun 12, 2026Bullishconviction 4/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more https://t.co/1DKeY2x200 https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullishconviction 4/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some ideas slightly off like pluggables https://t.co/JNrpU0qPwm https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Neutral
@soulbiri1 I lost conviction in $ALAB but I’m happy my three high conviction picks from 2025 turned out so well
View on X → - Feb 17, 2026Bullishconviction 3/4
@SVBriskmanager $ALAB selloff is a good buying opportunity. Did a little more research into earnings - CFO leaving is immaterial (he's still there though) - gross margin compression is just optics, the Amazon deal artificially compressed it by 2% or so. prob sold off algorithmically, missed
View on X → - Feb 17, 2026Bullish
@beauty_oe DeepSeekのアーキテクチャがLLMの次世代パラダイムとなるかは、依然として大きな不確定要素です。 昨今、中国のAIモデルへの期待が高まっており、実社会での性能が証明されれば、$ALABをはじめとする米国企業にとってもプラスに働く可能性があります。
View on X → - Feb 17, 2026Bullish
If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea. - $ALAB (Leo) - $AVGO - $MRVL are your big three in the US. Especially Astera. If it becomes a new architectural paradigm, companies like Astera maybe would sell millions of net-new CXL https://t.co/TkO81n5Vyr
View on X → - Feb 17, 2026Bullish
If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea. - $ALAB (Leo) - $AVGO - $MRVL are your big three in the US. Especially Astera. If it becomes a new architectural paradigm, companies like Astera maybe would sell millions of net-new CXL https://t.co/WqgYd6AKl1
View on X → - Feb 17, 2026Bullish
@Ngen704 Sure, my opinion is probably bullish for CXL like $ALAB, $AVGO, $MRVL. Astera probably a good long on the drop. Memory fears are overblown. I'd assume media will try to take advantage of $NVDA PTSD for short term volatility + sensational news. If engram drops inference
View on X → - Dec 12, 2025Bullishconviction 3/4
@blu400_ Core portfolio is high conviction longs: $BTC, $RKLB, $HOOD, $NBIS, $ALAB, $TSM Probably moving $LITE and $CRCL to the core long port above, but they’re newer positions that I’m building up. Then short-mid term mix like $SNAP, $CIFR, $RDDT, $SMCI, $HIMS, $TE, $LTC, $KRUS, AMKR,
View on X → - Dec 11, 2025Bullishconviction 3/4
I entered $ALAB, $NBIS, $TSM, and $LITE because of Mag7 funneling revenue numbers into them. Lite uniquely because of its role in GOOGL TPU v7, AMZN Trainium v3/4, and NVDA Blackwell. But there's a new one I found out about. A small cap <$3B player that fits the thesis: Name https://t.co/uhDf5dVrbY https://t.co/sjPvXBWbH9
View on X → - Dec 10, 2025Bullishconviction 3/4
Post-Fed Interest Rate 25BPS cut. December 11th ratings: Strong Buy: $CRCL $COIN $AMKR $CRDO $IBIT $MSTR $AMZN $SMCI $TSM $TSSI Sk Hynix $SNAP Samsung Electronics $ALAB $META $NBIS $CIFR Buy: $KRUS $AVGO $NFLX $KRKNF $HIMS $FLY $OSS $TE $FLNC $LITE $COHR $RKLB $TTD $NVDA $CLS https://t.co/R1NMd69gG6
View on X → - Dec 9, 2025Bullishconviction 3/4
@IncrediBadly $ALAB is an amazing buy. Higher margins than $NVDA and growing triple digits Y/Y. It's already down from it's $250 high, great recovery buy. Around here probably wouldn't do options but shares can't hurt for waiting.
View on X → - Dec 5, 2025Bullishconviction 3/4
As of current prices, December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: · 25% $NBIS · 15% $TSM · 12.5% $LITE · 10% $ALAB · 10% $SMCI · 10% $AMKR · 5% Samsung Electronics · 5% SK Hynix · 5% $CRDO · 5% $CLS · 5% $COHR · 5% $NVDA Calls · 2.5% https://t.co/a9DWyvg0yF https://t.co/n6kLB0Wq4j
View on X → - Dec 3, 2025Bullishconviction 3/4
@moderndayvenom @dubiousnoob They’re both good buys around here, $ALAB especially. I don’t remember there being any material changes that caused the drop other than an analyst price target change
View on X → - Nov 23, 2025Bullishconviction 3/4
@itsdsha Let's just say it hasn't been a fun month for my high conviction port of $ALAB, $HOOD, $IBIT, $META, $NBIS, $RKLB, and $TSM for sure. Should be fine in a month come Dec rate cut. Most short term margin/option traders got liquidated, and events like these lead to higher highs https://t.co/YCzLLaArKa
View on X → - Nov 20, 2025Bullishconviction 3/4
Based on the equity ranking table: Here's a deeper analysis of each stock, alongside how I reposition my portfolio to capitalize on the market reset: · $NBIS at $92, PT $400 / 1Y · $RKLB at $43, PT $500 / 5Y · $CRCL at $72, PT $150 / 8M · $ALAB at $143.4, PT $250 / 6M · $SNAP https://t.co/VZouD4jsBo https://t.co/91JV3Kqy3X
View on X → - Nov 19, 2025Bullishconviction 3/4
The Great Reset, November 19th ratings: Strong Buy · $NBIS · $CIFR · $WULF · $RDDT · $SNAP · $ALAB · $META · $AMZN · $GOOGL · $IBIT · $SOL · $TSM · $RKLB · $TSSI · $SMCI · $GLXY · $SG Buy · $IREN · $KRUS · $CRCL · $LTC · $MRVL · $KRKNF · $OSS · $CORZ · $WLAC · $WYFI · $AMD · https://t.co/WsO2MASxcE
View on X → - Nov 18, 2025Bullishconviction 3/4
@Kandy_Stocks Thanks for following me on $RDDT! Very humbled by my regarded roots behind the Wendys dumpsters. Lot of the sells like $CRCL, $BMNR, $RGTI finally played out. Tons of buys like $NBIS, $SNAP, $META, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM right now from the
View on X → - Nov 18, 2025Bullishconviction 3/4
@hereforgoodish2 There's too many good buys right now. Can't go wrong with $META, $NBIS, $SNAP, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM. I'm sure there's more I missed out but the selloff was broad so it's a good chance to buy into stocks with growing fundamentals.
View on X → - Nov 14, 2025Bullishconviction 3/4
@DivesTech "Mini Panic". More like crash in names across the board with stocks like $IREN crashing 38% to $ALAB tanking 20.30% this week. But as you said I'm bullish too longer term due to improving fundamentals. https://t.co/KGU5qa0wf4
View on X → - Nov 5, 2025Bullish
@__visionxry__ $ALAB: EPS: .49 vs .39 estimate (+26% beat) Revenue: 230M vs. 206M estimate (+12% beat) Next quarter guidance Est: 249M vs 216M (Strong Beat) Gross Margin (74% vs 75%) (Beat) Markets were saying they dropped on margin contraction fears, but they literally projected higher
View on X → - Nov 3, 2025Bullishconviction 3/4
@soulbiri1 $ALAB + $CRDO 15%+ increase was expected due to connectivity going insane like memory $MU/Sk Hynix on data center buildout. I'd personally hold them into next year, maybe trim a tiny bit. $MINT was just asymmetrical upside. To @Neat_Lama, here's another song #2 of the album. https://t.co/yvd68BBX0R
View on X → - Oct 15, 2025Bullishconviction 3/4
The Great Soybean/Seed Oil Crash, personal thoughts and explanations: Strong Buy $ALAB $CRDO $NBIS $WLAC $LTC $TSM $BTC (+ same as tax harvest stocks last time) $AMZN $SMCI _ Buy $AMD $FLNC $SEI $BZAI $NKLR $IREN $WULF $CIFR $CRWV $BITF $WYFI $SLNH $BITF $RBRK $GLXY $GRAB $SEA https://t.co/OvQOeHNuWv
View on X → - Sep 21, 2025Neutral
$ALAB went from $96 to $244, a 154% increase since I called it out 2 months ago (though a tad overvalued now) Similar thesis with $NBIS is happening now with backing from $MSFT + $NVDA. NBIS has a clear path to $60b+ marketcap from $24b and why I’m taking a $1M position. https://t.co/6mPlrt2NNR
View on X → - Sep 16, 2025Bearish
@DanielTan64198 Yeah $LTC is great for the next month! $NBIS / $TSM is amazing over the next year. I still think $ETH / $ALAB is a bit overvalued at this point so you closed at a good time. $SG might need a bit of time to wait.
View on X → - Sep 8, 2025Bearishconviction 3/4
Changed my mind on $ALAB, took profit at $217 so exited long and opened up short with $CREDO as a hedge. ALAB feels a bit overbought after going up 14%. $CREDO should play catchup soon though. https://t.co/oDIuqi0mFn https://t.co/XUYOitlg7I
View on X → - Jul 28, 2025Bullishconviction 3/4
The reason why $ALAB is taking off is because Astera is the only small cap company in existence with systemic exposure to 5 of the Mag7. 1. ALAB's customer base is literally Mag 7: $GOOGL, $MSFT, $NVDA, $META, and $AMZN. 2. They're growing at astounding rates ~150%+ y/y, https://t.co/yJRZrPnfhE https://t.co/6mPlrt2NNR
View on X → - Jul 23, 2025Bullishconviction 3/4
@EliCoen1 I have exit strategies planned for swing trading. For investing I just hold for years like $ALAB. For short squeezes like $DNUT, it depends day-by-day. If something squeezes, make sure to sell. $OPEN squeezed but people didn't sell, which is why one might have "lost 40%"
View on X → - Jul 21, 2025Bullishconviction 3/4
Well, $ALAB just shot up 16%. I actually wouldn't swing trade or take profit on this this since I think it's another NVIDIA 500%+ type stock. You don't really see small cap companies growing 150+ Y/Y with 76% profit margins serving Mag7 companies every day. https://t.co/6mPlrt2fYj
View on X → - Jul 21, 2025Bullishconviction 4/4
I just bought long term ~$175k+ positions in $ALAB and plan to scale this to ~$500k as a potential $50B+ moonshot. NVDA-like profit margins (76%), 144%+ Y/Y growth, customers like NVDA, AWS, MSFT, GOOGL, NVDA, AMD at 16B market cap. Unreal customers + growth/margins. https://t.co/bRCBgtoGSB
View on X →