$Astera Labs (ALAB.US)$
This can be said about the overall market.
There is also NVIDIA's earnings report, but personally, I am worried about what will happen to the postponed tariff issues...
One can only turn a blind eye to temporary significant declines.![]()
This can be said about the overall market.
There is also NVIDIA's earnings report, but personally, I am worried about what will happen to the postponed tariff issues...
One can only turn a blind eye to temporary significant declines.
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私の資産はALAB
reacted to and commented on
$Astera Labs (ALAB.US)$
ALAB's next earnings report is on May 12! The revenue is mainly composed of three fields: ① The internal development accelerator is growing rapidly; ② Supporting NVIDIA's Blackwell platform (including GB200); ③ The 800-bit conversion of Ethernet ACE. Furthermore, there is an unparalleled growth foundation as orders from collaborating partners Intel, AMD, Amazon, and Google are also accelerating.
One thing that can be said is that while the stock price has risen and further splits are expected, LOVES has shifted from being merely a subcontractor for NVIDIA to diversifying its business, steering towards becoming a top-tier company. Conversely, foundries like TSMC unfortunately tend to be overlooked in terms of status and stock prices. Additionally, LOVES has completed capital investments in factories in India and others, establishing a large-scale mass production system, which has led to a decrease in gross margin. However, it is also expected to improve, and it has been guided that the financial estimates will soar in 2025.
Labs holders should understand its strong fundamentals. Even if it declines in sentiment, it is of no concern.![]()
ALAB's next earnings report is on May 12! The revenue is mainly composed of three fields: ① The internal development accelerator is growing rapidly; ② Supporting NVIDIA's Blackwell platform (including GB200); ③ The 800-bit conversion of Ethernet ACE. Furthermore, there is an unparalleled growth foundation as orders from collaborating partners Intel, AMD, Amazon, and Google are also accelerating.
One thing that can be said is that while the stock price has risen and further splits are expected, LOVES has shifted from being merely a subcontractor for NVIDIA to diversifying its business, steering towards becoming a top-tier company. Conversely, foundries like TSMC unfortunately tend to be overlooked in terms of status and stock prices. Additionally, LOVES has completed capital investments in factories in India and others, establishing a large-scale mass production system, which has led to a decrease in gross margin. However, it is also expected to improve, and it has been guided that the financial estimates will soar in 2025.
Labs holders should understand its strong fundamentals. Even if it declines in sentiment, it is of no concern.
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$Astera Labs (ALAB.US)$
Anyway, I wonder if last week's buying increased was successful? It's just hindsight… haha.
There is a desire for it to continue rising steadily, but also a wish for it to adjust a bit so that I can buy more at a lower price.![]()
Anyway, I wonder if last week's buying increased was successful? It's just hindsight… haha.
There is a desire for it to continue rising steadily, but also a wish for it to adjust a bit so that I can buy more at a lower price.
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$Rigetti Computing (RGTI.US)$
Something big will happen somewhere by March 20.
I will come to get a taste of it for a little while.![]()
Something big will happen somewhere by March 20.
I will come to get a taste of it for a little while.
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私の資産はALAB
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私の資産はALAB
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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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$Astera Labs (ALAB.US)$
If it goes down further around here, I will observe the situation for a few days and place additional bets.
Let's continue to average down and hope to be happy by the end of the year.![]()
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If it goes down further around here, I will observe the situation for a few days and place additional bets.
Let's continue to average down and hope to be happy by the end of the year.
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$Astera Labs (ALAB.US)$
Please do not rise yet, as additional purchases will be made...
Please do not rise yet, as additional purchases will be made...
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私の資産はALAB
commented on
$Rigetti Computing (RGTI.US)$ Today's limit is the first 4 minutes, 14.49?
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