Q: Do you see anything driving down ALAB's price? What do think of it going forward? Thank-you
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thoughts on recent move down?
Q: Between ALAB and VRT which do you think will perform better for the next year?
Do you see either declining for the year?
Thank You
Peter
Do you see either declining for the year?
Thank You
Peter
Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?
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Amphenol Corporation (APH $127.87)
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Wheaton Precious Metals Corp. (WPM $135.45)
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SSR Mining Inc. (SSRM $31.15)
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Dave Inc. (DAVE $212.99)
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Celsius Holdings Inc. (CELH $61.17)
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DLocal Limited (DLO $14.84)
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IREN Limited (IREN $50.07)
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Astera Labs Inc. (ALAB $151.56)
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Nebius Group N.V. (NBIS $97.80)
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Sezzle Inc. (SEZL $71.92)
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
Q: Your current view on Astera Labs please following this recent quarter.
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NVIDIA Corporation (NVDA $178.44)
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Amphenol Corporation (APH $127.87)
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Corning Incorporated (GLW $83.80)
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Hewlett Packard Enterprise Company (HPE $22.84)
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Lite Access Technologies Inc. (LTE)
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Super Micro Computer Inc. (SMCI $51.43)
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Coherent Corp. (COHR $114.08)
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Fabrinet (FN $394.33)
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Dell Technologies Inc. Class C (DELL $148.29)
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Astera Labs Inc. (ALAB $151.56)
Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Q: In your Q & A section, Feb. 12, was the last time you commented on their quarterly report. What is your is your outlook for the remainder of the year. On a scale of one to ten, with ten being high, how would you rate it. I also, noticed where you recommended this company in place of AVGO.
Thank you very much for your excellent service.
Earl
Thank you very much for your excellent service.
Earl
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Broadcom Inc. (AVGO $337.54)
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NVIDIA Corporation (NVDA $178.44)
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Capital Power Corporation (CPX $70.46)
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Astera Labs Inc. (ALAB $151.56)
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Nebius Group N.V. (NBIS $97.80)
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Tesla CDR (CAD Hedged) (TSLA $38.56)
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Microsoft CDR (CAD Hedged) (MSFT $37.20)
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Amazon.com CDR (CAD Hedged) (AMZN $25.36)
Q: I have the above stocks all at significant $$ losses in my trading account. I don't need to sell any, but am wondering if I should sell and switch to other similar stocks to lock in capital losses. Do you have an opinion on which you'd sell tomorrow - and a proxy for an equivalent or better replacement. And which ones you would keep due to their unique positioning in the current market? I don't really want to sell and wait 30 days to rebuy the same stock.
Q: Your opinion please about their latest results and market reaction, thanks
Q: Atera has been on a tear. Would you consider this stock speculative, not supported by fundamentals, ahead of itself, buyable, holdable?
Q: I have a very small position in Astera Lab. If it was you, would you be inclined to hold or sell half?
Q: What do you think about ALAB for 1 year then for longer term?
Thank you
Peter
Thank you
Peter
Q: Wow, big jump in stock price. Any new thoughts on adding to a small position?
Q: Hi 5i Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.
Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
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NVIDIA Corporation (NVDA $178.44)
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Pure Storage Inc. Class A (PSTG $87.42)
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Super Micro Computer Inc. (SMCI $51.43)
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Vertiv Holdings LLC Class A (VRT $168.45)
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Astera Labs Inc. (ALAB $151.56)
Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?
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Super Micro Computer Inc. (SMCI $51.43)
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Vertiv Holdings LLC Class A (VRT $168.45)
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Astera Labs Inc. (ALAB $151.56)
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Q: Astera Labs (ALAB) sounds like an interesting software company with a focus on making computer systems more interoperable. What are 5i thoughts? and how would you compare to LMN. Thanks a ton for your valued thoughts.
Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.