ヒロキさん
commented on
$Astera Labs (ALAB.US)$
Blue represents actual sales. Yellow represents forecasted values.
The following points are cited as factors for the significant increase in sales for Astera Labs in the third (3Q) and fourth quarters (4Q) of 2025.
1. Introduction of the new product "Scorpio": It is forecasted that by 2025, the new product "Scorpio" will account for more than 10% of the company's sales. The market launch and full-scale operation of this product are expected to accelerate sales growth as the year-end approaches.
2. Strengthening relationships with major customers: In particular, Amazon is increasingly likely to adopt several of Astella Labs' products into its own network solutions, which is expected to contribute to an increase in sales.
3. Strong sales of existing products: Existing products such as the "Aries PCIe Retimer" and the "Taurus Smart Cable Module" continue to show strong sales, supporting the overall sales increase.
These factors combined are expected to lead to a significant increase in Astella Labs' sales in the latter half of 2025.
It seems that...
Blue represents actual sales. Yellow represents forecasted values.
The following points are cited as factors for the significant increase in sales for Astera Labs in the third (3Q) and fourth quarters (4Q) of 2025.
1. Introduction of the new product "Scorpio": It is forecasted that by 2025, the new product "Scorpio" will account for more than 10% of the company's sales. The market launch and full-scale operation of this product are expected to accelerate sales growth as the year-end approaches.
2. Strengthening relationships with major customers: In particular, Amazon is increasingly likely to adopt several of Astella Labs' products into its own network solutions, which is expected to contribute to an increase in sales.
3. Strong sales of existing products: Existing products such as the "Aries PCIe Retimer" and the "Taurus Smart Cable Module" continue to show strong sales, supporting the overall sales increase.
These factors combined are expected to lead to a significant increase in Astella Labs' sales in the latter half of 2025.
It seems that...
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$NVIDIA (NVDA.US)$
In reference to Market Cap, it is Tera-san.![]()
Cool☆
The robot on the left is said to be the partner.
In reference to Market Cap, it is Tera-san.
The robot on the left is said to be the partner.
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ヒロキさん
commented on
Initially, NVIDIA's GeForce RTX 5090 faced severe shortages and soaring prices, but supply is expected to increase significantly. Following a slowdown in demand for AI GPUs, NVIDIA is shifting production lines to gaming GPUs. Reports indicate that market conditions will improve in a few weeks to about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
Supply of RTX 5090 is set to increase significantly.
There may be improvements in the supply situation of NVIDIA's latest high-end GPU, GeForce RTX 5090. Notable leaker MEGAsizeGPU claims that the production of the RTX 5090's GPU, GB202, has increased significantly, stating that "supply will become very abundant soon."
MEGAsizeGPU reports that at least one AIB (Add-in Board) partner already holds a "large number of cards." This suggests that NVIDIA is significantly increasing the supply of the RTX 5090. MEGAsizeGPU anticipates that the increase in supply will reach consumers in about a month.
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ヒロキさん
commented on
$Astera Labs (ALAB.US)$
The main reasons for the stock price of Astera Labs (ALAB) not performing well immediately after the financial results are as follows.
1. The decline in gross profit margin – falling below the expected 75% to 74% disappointed investors.
2. The increased proportion of Hardware modules – as the main revenue shifted to lower-margin Hardware, concerns about profitability grew.
3. Profit-taking Sell due to a sharp rise after IPOs – The stock price had risen by approximately 187% after the IPO, leading to profit-taking sell triggered by the financial results.
With such factors overlapping, the financial results were perceived as weak against market expectations, causing the stock price to decline.
The main reasons for the stock price of Astera Labs (ALAB) not performing well immediately after the financial results are as follows.
1. The decline in gross profit margin – falling below the expected 75% to 74% disappointed investors.
2. The increased proportion of Hardware modules – as the main revenue shifted to lower-margin Hardware, concerns about profitability grew.
3. Profit-taking Sell due to a sharp rise after IPOs – The stock price had risen by approximately 187% after the IPO, leading to profit-taking sell triggered by the financial results.
With such factors overlapping, the financial results were perceived as weak against market expectations, causing the stock price to decline.
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
ヒロキさん
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ヒロキさん
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ヒロキさん
reacted to
$Astera Labs (ALAB.US)$
The daily Candlestick chart shows signs of reversal and upward movement. There is a Bullish Call Single Option, and according to information, it is expected to rise to 100 dollars soon, then to 180 dollars.![]()
I bought SMCI and ALAB at an excellent timing with NISA. I also hold several multiples in my specific account, but NISA is exceptional, as cashing out after five years is essentially just income tax. The limit will be restored and will continue rolling annually. NISA is undoubtedly buying five years ahead now.![]()
The daily Candlestick chart shows signs of reversal and upward movement. There is a Bullish Call Single Option, and according to information, it is expected to rise to 100 dollars soon, then to 180 dollars.
I bought SMCI and ALAB at an excellent timing with NISA. I also hold several multiples in my specific account, but NISA is exceptional, as cashing out after five years is essentially just income tax. The limit will be restored and will continue rolling annually. NISA is undoubtedly buying five years ahead now.
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ヒロキさん
reacted to
$NVIDIA (NVDA.US)$
Quoted below
According to the supply chain, Foxconn's factories in Taiwan and Vietnam operated during the Spring Festival period, with a total of over 5,000 people working at full capacity, achieving the delivery target for the GB200 set by NVIDIA by the end of January in the fiscal year.
Quoted below
According to the supply chain, Foxconn's factories in Taiwan and Vietnam operated during the Spring Festival period, with a total of over 5,000 people working at full capacity, achieving the delivery target for the GB200 set by NVIDIA by the end of January in the fiscal year.
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$Astera Labs (ALAB.US)$
Gradually looking forward to next week (*´Д｀*)☆
Gradually looking forward to next week (*´Д｀*)☆
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ヒロキさん
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$Astera Labs (ALAB.US)$ I'm sorry... I'm feeling lonely and I'm cheating with Nebius... it was my ex-girlfriend...
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ヒロキさん OP Junya_1227 : The main character currently is OpenAI's GPT-4-turbo (*´Д｀*)☆ Sometimes, it impresses with its intelligence, but it also suddenly shows its clumsiness, so it's necessary to guide it well. If there's money, the o1 version might be better, but it's expensive.