this is an interesting play as a hedge against nvda
$Astera Labs (ALAB.US)$ if you're bullish on the whole AI theme but scared of nvda then you can look into this
i do NOT have a position here i need to do a deep dive first before I buy because they just IPOed so it might be quite volatile but Im watching this carefully especially the august earnings and their guidance if there's promise then i might buy a little bit
by a little bit i mean 1% of my portfolio and then start to DCA every month
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aims to identify stocks with rock solid growth fundamentals with 10x potential. also dabbles a little bit in trading
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