Astera Labs: Why I Am Still Buying

Core Insights - The AI trade is transitioning from a focus on purchasing more GPUs to optimizing the entire system for performance [1] Company Insights - Astera Labs (ALAB) is positioned to benefit from this shift in the AI trade [1] - The company is associated with a GARP (Growth at a Reasonable Price) investment strategy, indicating a focus on aggressive growth prospects while aiming for profitability within 1-2 years [1] Investment Philosophy - The investment philosophy emphasizes long-term discipline, consistent alpha generation, and a cautious approach to risk [1] - The goal is to empower underprivileged communities and enhance financial literacy through informed investment strategies [1]