Astera Labs. Every tracked FinTwit mention of $ALAB, newest first. 83 mentions since the first on Aug 24, 2025. See the price chart.
June 2026 · 3 mentions
Jun 4
Jason's Chips — $ALAB
Did you know that Astera Labs, commonly seen as a copper company, actually has an LPO solution? https://t.co/FUD1POobTD↗
Jun 4
IvanaSPEAR — $AVGO reiterating $100B guide for ‘27 while everyone is raising…
I think tried hard to lock everyone out of the value chain, but maybe didn’t work out as planned?
Customers want…↗
Jun 4
TheValueist — $MRVL $BE $FLEX $ALAB The $26 Trillion Portfolio Manager That Everyone Calls Passive
Contributing Analysts Rob Du Boff (ESG)
(Bloomberg Intelligence) -- Passive investing has a di…↗
May 2026 · 37 mentions
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Tech Fund — $ALAB semi content per GPU has gone up 10x since IPO, will continue to increase
Drivers: Scorpio switch, NVLink Fusion, new CPO solution https://t.co/38IertO2Kz↗
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
February 2026 · 3 mentions
Feb 25
Kevin Maro — @aleabitoreddit Do you still like $ALAB as a long?↗
Feb 7
The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇
Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP
Thursday: $NBIS $ANET $COIN
Which ones are you…↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
The Future Investors — Unlock our Fundamental Scoring Framework 📊
See how we score companies on a scale from 0 to 100 👇
🟣 94 - $NVDA
🔵 81 - $NOW
🟢 76 - $ALAB
🟡 66 - $MCD
🟠 55 - $OSCR
Check th…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
December 2025 · 3 mentions
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 22
Daave “3 and 30” Tepper — Names I would Like to Like, but for price:
$cien
$lite
$sndk
$wdc
$alab
Assume those names trade up [15%] in 2026 - as a portfolio! - *IF* the bullish AI news capex cycle extends…↗
Dec 11
Daave “3 and 30” Tepper — ai names feel stretched $cien $lite $alab etc
first couple months q1'26 will be a LLM competitive news breaking frenzy.
new grok
meta returns - closed source
anthropic preping f…↗
November 2025 · 7 mentions
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 5
Ray Wang — $ALAB expects scale-up optics to begin contributing meaningfully to revenue around 2028–2029 — a reasonable timeline in my view.
The 800G rev impact is expected to start in 2026…↗
Nov 5
Ray Wang — Good technical explanation on UALink and Scorpio by $ALAB. https://t.co/iw6Vdxg1rX↗
Nov 5
Ray Wang — Good technical explanation on UALink and Scorpio by $ALAB. https://t.co/TT5UP6seAr
October 2025 · 5 mentions
Oct 20
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 14
Ray Wang — Landed SF, open Robinhood, $ALAB down 13%😂↗
Oct 14
Ray Wang — @KreizJordy UALink. If AMD keep doing UALink and works well in the end, it should benefit $ALAB (obviously
Ray Wang — Reading through the statement: "OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans."
$ALAB $NVDA $AVGO https://t.…↗
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
Sep 10
Raging Capital Ventures — These were great trades re: $CRDO, and I thought I was so smart, but of course the stock is now at $160. Should have just bought it!
Of course, now I am short again… ($ALAB too)
August 2025 · 1 mention
Aug 24
SemiAnalysis — This morning at hotchips, NVIDIA presented their MGX "open" compute tray architecture, in the front of the tray, they have designed slot for hyperscalers to customize the design su…↗
— Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…
Ben Pouladian — “CXL is the biggest change in AI serving since NVLink””
Maybe. But that is not why $ALAB crossed $300
I called CXL in January: helps at the margins
The re-rate is Scorpio
One p…↗
May 24
Jukan @COMPUTEX — In the AI Era, the 'Retimer' Rises — The Key Component That Resuscitates Signals
The retimer is emerging as a hidden core component of the AI chip era. A retimer is a part that si…↗
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
Shay Boloor — $ALAB JUST CROSSED $300 FOR THE FIRST TIME EVER https://t.co/NPJ41e8Afs↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
Shay Boloor — $ALAB is now the latest multi-bagger in the family portfolio.
The market is finally recognizing Astera as one of the most important connectivity platforms in the AI infrastructure…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 19
SandemanStocks — @LarryAn51061316 Sure! I’m heavy in $NBIS. I also would buy $ALAB
Long term winners. NBIS especially.↗
May 19
SandemanStocks — @Nikhil_V_Sharma Yes. But if I had to sell NBIS I’d buy $ALAB↗
May 19
Shay Boloor — $ALAB is up 17% after saying its silicon, optical and software are integrated into 90% of global AI compute servers and clusters.
Management also pointed to $20B+ of TAM across Sc…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 16
Black Panther Capital — 5/6. Three wildcard picks that fits his frameworks for the next AI bottleneck:
Wildcard 1: $CRDO
Build the cables and chips that move data between GPUs inside AI clusters.
revenu…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 6
InvestmentGuru — AI Infrastructure Earnings Sweep
Big after-hours strength across AI infrastructure names and the theme remains the same: demand is still accelerating.
$AMD
Strong beat across t…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
Shay Boloor — $ALAB delivered 😏
• Revenue $308M vs Est. $292M
• EPS $0.61 vs Est. $0.55
• Operating Income $112M vs Est. $101M
• Gross Margin 76% vs. Est. 70%
Q2 Guidance
• Revenue $360M vs…↗
May 5
TheValueist — $ALAB (Bloomberg) -- Astera Labs reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $308.4 million, estimate $292.2 millio…↗
May 5
Vulture trades 🦅 — $ALAB up 45% at 1.61 from 1.16
All swings starting to pay https://t.co/eTXZl7ALaI↗
May 5
Vulture trades 🦅 — $ALAB what a move, 25% here https://t.co/cBjuYbY8oM↗
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 21
InvestmentGuru — $ALAB is a pure-play AI infrastructure compounder. The thesis is revenue acceleration + operating leverage unlocking in H2 2026 as Scorpio X ramps. The pullback from ~$262 to curre…↗
Apr 20
Damnang2 — @MinervaCap In my view, the move in these names is likely tied to Amazon’s investment in Anthropic.
It looks like this capital is being funneled into the interconnect layer of Tra…↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 19
Serenity — @PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Ray Wang — 3) Too lazy to make a freakingly long post (like what I did for Hynix) on $ALAB's transcript this Q, but there are a lot of good stuff worth a read.
Recommend it. https://t.co/dm…↗
Nov 5
Ray Wang — 2) Personally, I’m not a fan of UALink, but $ALAB core businesses — switches, PCIe, and retimers — are performing well. Management also seemed to hint at a potential inflection poi…↗
Nov 5
Ray Wang — 1) Interesting that $ALAB is down AH yesterday. Went through the transcript of the call on Tuesday, which I personally think is quite positive. https://t.co/JZ3hZ0K8SF↗