Why Astera Labs Wins AI's Bottleneck

Group 1 - Astera Labs, Inc. (ALAB) is transitioning from a speculative investment in AI infrastructure to a focus on addressing the next bottleneck in the industry, particularly in connectivity and power [1] - The CES 2026 event highlighted the importance of connectivity and power in the future of technology, reinforcing Astera Labs' strategic positioning [1] Group 2 - The investment strategy emphasizes identifying high-potential opportunities with a significant upside potential of 3-5 times the downside risk, leveraging market inefficiencies [1] - A strong margin of safety is prioritized to protect against capital impairment while maximizing long-term compounding [1]