Astera's connectivity chips win regardless of whether cloud giants buy NVIDIA, AMD, or custom silicon; sales up ~150% year over year with his ~45% annual growth forecast.
SourceSettled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
Astera's connectivity chips win regardless of whether cloud giants buy NVIDIA, AMD, or custom silicon; sales up ~150% year over year with his ~45% annual growth forecast.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
Astera beat on revenue and EPS with 150%+ growth, yet the stock still fell after hours, which the host finds puzzling.
ALAB, being much smaller than MRVL, will see its earnings elasticity greatly amplified by its small revenue base once CXL volumes ramp and the Leo product enters mass production in 2027; CXL is a 2027 super growth option for it. However, the current revenue driver is the Scorpio switch chip, and CXL still has to wait for Leo to take over.
Source0 YouTubers have mentioned ALAB in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.