Generalist on Nostr: Increased $ALAB at $146.09, on Amazon Trainium + NVLink scare. Also announced today: ...

Increased $ALAB at $146.09, on Amazon Trainium + NVLink scare. Also announced today: "Astera Labs Expands Connectivity Portfolio with Custom Solution"

From recent calls, they have 26' revenue pretty much locked in; any product roadmaps drive 27-28' imo.
https://asteralabs.gcs-web.com/news-releases/news-release-details/astera-labs-expands-connectivity-portfolio-custom-solutions