$Astera Labs (ALAB.US)$ If you are negative, think of ALABs ...

$Astera Labs (ALAB.US)$ If you are negative, think of ALABs as a "Wire" company. It only has a few products, and only ONE major breakthrough product that enables datacenter to transfer more data via their Patented "Wire". If their customers redesign their data centers, they can easily "skip" ALAB's expensive wires and just buy the normal, cheaper wires. 2nd point is, what if datacenters bought the ALAB wires already, does it mean for years to come they would not buy anymore? Wires do not break easily, if it easily breaks and needs replacement, then ALABs would not have customer in the first place, just buy cheap wire from China will do. So negative thinking will totally make this company a turn off.. If you think positively, the only positive point is that they entered the Indian market recently, and it can grow their revenue alot.