bullishlong-term
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.
SourceWho's been right on ALAB
- BWB - Business With Brian1 call (all bullish)window still open
Settled 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.
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