Next week @DaveN007 & @BrendanBurkeX will be on-site at The OCP Global Summit, speaking with @Nvidia, @intel, @MiTACcomputing, @AsteraLabs, LITEON & @HyveSolutions about scaling AI through open hardware, power, cooling & networking, and the biggest challenge: how these designs work together at scale. Follow along!

A List of Founder-Led Stocks: Chips $NVDA NVIDIA Software $PLTR Palantir $APP AppLovin Data Centers $ORCL Oracle $DELL Dell $NBIS Nebius $CRWV Coreweave $IREN IREN $ALAB Asteralabs FinTech $HOOD Robinhood $COIN Coinbase $XYZ Block $ETOR eToro $BULL WeBull $LMND Lemonade $NU Nubank $AFRM Affirm $DAVE Dave Space $SPCX SpaceX $RKLB Rocketlab $ASTS AST Spacemobile Health $HIMS hims&hers $VEEV Veeva Systems $TEM Tempus AI Automotive $TSLA Tesla $CVNA Carvana Cloud Databases $DDOG Datadog Sales & Marketing $CRM Salesforce Cybersecurity $NET Cloudflare $ZS Zscaler $OKTA Okta $CRWD Crowdstrike $S SentinelOne $RBRK Rubrik $FTNT Fortinet (Social) Media $META Meta $SNAP Snap $ROKU Roku $RDDT Reddit $RBLX Roblox E-Commerce $SHOP Shopify $MELI Mercado Libre $SE Sea Consumer Apps $DASH DoorDash $ABNB Airbnb $GRAB Grab Real Estate $Z Zillow Productivity $ZM Zoom $TEAM Atlassian $WDAY Workday

Astera Labs $ALAB has broken out above its downtrend, traded green for 6 of 7 days, and recaptured all of its major moving averages! If you think the rally continues and want magnified exposure, consider the Tradr 2X Long ALAB Daily ETF $LABX from @TradrETFs

Astera Labs $ALAB has broken out above its downtrend, traded green for 6 of 7 days, and recaptured all of its major moving averages! If you think the rally continues and want magnified exposure, consider the Tradr 2X Long ALAB Daily ETF $LABX from @TradrETFs

Astera Labs $ALAB is one breakout away from replicating its entire rally from April Keep in mind, despite making higher lows, the valuation of Astera Labs right now is the same as when it was in April. Share price has not been able to keep up with the growth. *My original thesis and entry dates back to $120, which till this day I believe has only strengthened.

My conversation with Penguin Solutions ( $PENG) and Astera Labs ( $ALAB) from Ai Infra Summit: Both working on CXL related solutions Astera is a $50B market cap company, and Penguin is a $2B market cap company, so there’s a huge size difference between the two I’m lumping them together because they do similar things at least in one of the lines of their business (Astera’s “Leo” CXL product, and Penguin’s compute solutions division) Penguin uses Astera Labs “Leo” controllers for their CXL offering (SMART) (although I guess the next generation will use Qualcomm if I remember correctly), but they layer on top more of a finished product experience primarily for enterprise users (not CSPs) who need some extra support beyond what Astera will provide. So their product is more suitable for Fintech/financial services, health care, and other industries where enterprise on-prem is in-demand These boards have DIM slots for LPDDR5 memory, which can be used to augment memory from GPUs (meaning a server tray can have less compute vis expensive GPUs by pooling in this board’s memory via LPDDR5) instead of having to either A. Have more GPUs ($$$) or B. Going all the way up to memory on the CPU which causes a big slowdown in memory access speeds. The next generation Astera “Leo 2” and Penguin’s next generation equivalent will both also be compatible with LPDDR4 Cool product. Can see the need, makes sense. I don’t know how defensible Penguin’s business here is though, I guess it’s niche enough that Astera is focused elsewhere, but I imagine that if on-prem got lucrative enough maybe Astera would come after it (many such cases across the showroom floor)

Here are the current top 10 stocks on the @AltindexApp top AI stocks list Astera Labs $ALAB Anglogold $AU Granite $GVA Jack Henry $JKHY Agnico Eagle $AEM X-Energy $XE Constellation Energy $CEG Revolution Medicines $RVMD Cognyte $CGNT Descartes $DSGX Their "AI Score combines AI and Alternative data to assess a stock's mid-term market outperformance potential (6+ months) by analyzing multiple financial, technical and alternative data points. This predictive measure assigns a score from 0 to 100, representing the stock's performance and potential."

$LITE showing the ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside Molex, Samtec and TeraHop. Publicly traded contributors shown here include Credo $CRDO Intel $INTC MaxLinear $MXL Applied Optoelectronics $AAOI Astera Labs $ALAB Amphenol $APH Keysight $KEYS TE Connectivity $TEL VIAVI $VIAV Lumentum $LITE NPO reuses the existing pluggable supply chain, making it much easier to scale.