ALAB Astera Labs, Inc.

ALAB Astera Labs, Inc.

Technology · Semiconductors

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $173.19 · VWAP $231.71 · +11.0% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders selling 0 buy / 3 sell · Form 4, 90d $113M sold last open-market sell ALBA MANUEL

Cluster CEO, COO + 2 others sold $67.9M, Aug 10–19

Coverage

4 related campaigns

Watchlists @ai-bottlenecks@cpu-shortage-supply-chain@optical-supply-chain@spacex-s1-supply-chain@thebuildout-ai-storage-data-pipeline@thebuildout-data-center-fiber-high-speed-cabling@thebuildout-data-center-networking-silicon

ALAB Price Structure

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Peers

Every watchlist ALAB belongs to, members best 30-day change first — ALAB highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cpu-shortage-supply-chain
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MCHP-2.0% -0.6%1d +0.3%7d ASX-11.9% +2.5%1d -2.1%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d AMD-15.9% +1.7%1d -2.3%7d CRDO-24.0% -9.5%1d -13.2%7d AMKRE-26.3% +0.6%1d -6.0%7d ALAB-28.7% -0.3%1d -10.0%7d
@thebuildout-data-center-fiber-high-speed-cabling
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TEL-3.0% -0.2%1d -2.2%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d APH-9.9% +1.4%1d -6.6%7d JBL-11.3% +2.5%1d -1.5%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d CRDO-24.0% -9.5%1d -13.2%7d ALAB-28.7% -0.3%1d -10.0%7d COHR-30.4% +0.7%1d -10.1%7d AAOI-33.2% -0.8%1d -10.7%7d
@thebuildout-data-center-networking-silicon
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CSCO+0.1% +1.5%1d -0.8%7d MCHP-2.0% -0.6%1d +0.3%7d NVDA-6.5% -0.6%1d -1.5%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d MTSI-14.4% +2.8%1d -9.9%7d AMD-15.9% +1.7%1d -2.3%7d RMBSE-17.2% -0.1%1d -1.8%7d LITE-19.3% +0.5%1d -8.3%7d SMTC-22.1% +5.5%1d -3.5%7d CRDO-24.0% -9.5%1d -13.2%7d ALAB-28.7% -0.3%1d -10.0%7d INTC-29.1% +1.7%1d -3.2%7d COHR-30.4% +0.7%1d -10.1%7d
@thebuildout-ai-storage-data-pipeline
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P+12.5% +1.8%1d -0.6%7d NTAP+9.8% +1.4%1d +5.7%7d IBM+8.9% +0.6%1d +9.2%7d SNOW-2.8% +3.6%1d +6.1%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d KLAC-22.5% -1.5%1d -12.2%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d ALAB-28.7% -0.3%1d -10.0%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d
@optical-supply-chain
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PLAB-7.3% +0.9%1d +2.3%7d CIEN-10.0% -0.7%1d -3.8%7d JBL-11.3% +2.5%1d -1.5%7d OPTX-11.7% +0.5%1d +2.6%7d MTSI-14.4% +2.8%1d -9.9%7d VIAV-16.4% +0.5%1d -8.8%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d HIMX-20.7% +2.0%1d -2.8%7d FN-21.4% -0.9%1d -13.4%7d SMTC-22.1% +5.5%1d -3.5%7d LWLG-23.9% -2.9%1d +1.0%7d LAZR-24.0% +0.6%1d -7.6%7d MXL-24.7% -2.8%1d -11.0%7d FORM-24.9% +3.7%1d -6.2%7d LPTH-25.7% +3.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d CLSE-28.1% -3.4%1d -14.4%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d ONTO-29.6% 0.0%1d -10.0%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d SNDK-31.9% -1.8%1d -4.7%7d AAOI-33.2% -0.8%1d -10.7%7d AEHR-43.2% -0.6%1d -8.7%7d ALMU-47.6% -3.6%1d -13.1%7d
@spacex-s1-supply-chain
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AR+12.7% +2.9%1d +3.9%7d KMI+9.8% +2.1%1d +0.7%7d GSAT0.0% +0.2%1d +0.2%7d DTM-1.5% +0.4%1d +0.2%7d TSLA-2.1% -0.6%1d +4.9%7d ECHO-3.9% +3.8%1d +4.3%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d HXL-7.5% -2.0%1d -11.8%7d SPXC-7.6% +0.2%1d -3.4%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d ATI-14.8% -3.1%1d -15.5%7d ETN-16.6% -0.8%1d -6.4%7d VSAT-16.6% +4.2%1d +4.5%7d FLY-16.8% +4.0%1d +8.8%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d HWM-18.7% -3.8%1d -15.9%7d LITE-19.3% +0.5%1d -8.3%7d BKSY-21.0% +5.3%1d +1.5%7d VRT-21.9% -0.7%1d -5.9%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d CRS-27.9% -2.6%1d -24.5%7d ALAB-28.7% -0.3%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d TSLA-2.1% -0.6%1d +4.9%7d 002050.SZ-2.2% +6.7%1d +11.7%7d 3105.TWO-2.2% 0.0%1d -3.0%7d 601689.SS-2.4% +5.7%1d +12.5%7d ON-2.5% -1.3%1d +0.3%7d NOVT-2.5% +3.0%1d +9.3%7d 6920.T-2.7% +2.1%1d -7.7%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d HUBB-3.4% +0.5%1d -2.8%7d NXT-3.6% +1.6%1d -1.4%7d CEG-4.0% -0.7%1d -6.6%7d PRLB-4.0% +1.5%1d -0.1%7d 4186.T-4.2% -0.9%1d -7.2%7d GFS-4.4% +2.4%1d -4.9%7d ENPH-4.5% +0.8%1d +3.2%7d 6954.T-4.5% -0.7%1d -6.7%7d CGNX-4.5% +1.7%1d +2.9%7d DLR-5.0% +0.8%1d -2.0%7d ENVX-5.1% +9.4%1d +12.1%7d 6146.T-5.7% -3.8%1d -8.5%7d 6141.T-6.1% -1.4%1d -4.5%7d GNRC-6.3% -0.6%1d -3.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d 3037.TWE-6.5% 0.0%1d -0.5%7d 7011.T-6.5% -2.0%1d -4.8%7d SIE.DE-6.6% -4.1%1d -5.5%7d TKR-7.1% +0.9%1d -2.7%7d 6762.T-7.1% -5.6%1d -10.8%7d 6471.T-7.2% -0.6%1d -5.2%7d PLAB-7.3% +0.9%1d +2.3%7d RSW.L-7.3% -3.7%1d -6.2%7d 2049.TW-7.6% 0.0%1d -3.9%7d EQIX-8.0% +0.3%1d -3.1%7d 6506.T-8.2% -0.3%1d -8.1%7d 6315.T-8.3% +0.1%1d -9.1%7d VECO-8.4% +2.2%1d -1.6%7d WRT1V.HE-8.9% -5.3%1d -4.5%7d AVGO-9.4% -0.5%1d -2.1%7d 7729.T-9.6% -3.1%1d -14.0%7d APH-9.9% +1.4%1d -6.6%7d ASML-9.9% +0.7%1d -4.3%7d CIEN-10.0% -0.7%1d -3.8%7d SYM-10.1% -2.7%1d +1.3%7d FCX-10.2% +0.9%1d -6.3%7d BWXT-10.3% -0.1%1d -7.2%7d FSLR-10.4% +0.4%1d -0.4%7d XPEV-10.5% +1.5%1d -0.2%7d QCOM-10.8% +1.8%1d +2.2%7d CLFD-10.8% +0.7%1d -6.0%7d ENTG-10.9% +4.8%1d -3.0%7d 6481.T-11.2% -1.9%1d -10.8%7d JBL-11.3% +2.5%1d -1.5%7d LASR-11.3% +0.7%1d +7.9%7d AGX-11.6% +0.2%1d -4.2%7d 8358.TWO-11.8% 0.0%1d -7.1%7d Q-11.8% +1.0%1d -4.8%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d SMTOY-13.1% -0.2%1d -9.4%7d CCJ-13.4% -0.4%1d -3.6%7d 2449.TW-13.7% 0.0%1d -4.5%7d 9880.HK-13.7% +6.7%1d +5.7%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d MTSI-14.4% +2.8%1d -9.9%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d CW-14.7% -2.0%1d -7.4%7d ANET-15.3% +0.8%1d -2.6%7d XMTR-15.4% -0.3%1d -2.2%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d 6451.TW-15.6% 0.0%1d -3.6%7d NKT.CO-15.8% -4.0%1d -5.7%7d MPWR-15.9% -2.4%1d -5.8%7d AMD-15.9% +1.7%1d -2.3%7d STM-16.1% -0.2%1d -3.0%7d ENR.DE-16.2% -8.6%1d -7.7%7d 005380.KS-16.4% -2.0%1d -5.3%7d ETN-16.6% -0.8%1d -6.4%7d 6830.TW-16.7% 0.0%1d -6.7%7d AMS.SW-16.8% -6.8%1d -3.0%7d IFX.DE-17.1% -6.0%1d -4.9%7d ECG-17.5% -2.2%1d -13.4%7d CAMT-17.6% +1.4%1d -6.4%7d ABBNY-17.7% -1.4%1d -9.8%7d 2308.TW-17.9% 0.0%1d -4.6%7d MU-18.1% +2.5%1d -0.1%7d 5803.T-18.2% -1.0%1d -10.3%7d 6981.T-18.8% -2.4%1d -9.1%7d KLIC-18.9% +0.4%1d -6.3%7d AMSC-19.1% +0.4%1d -2.1%7d ALOY-19.3% +0.3%1d -3.2%7d LITE-19.3% +0.5%1d -8.3%7d ILU.AX-19.4% -4.4%1d -6.9%7d HSAI-19.5% +8.2%1d +5.7%7d 3665.TW-19.9% 0.0%1d -7.0%7d GLW-19.9% -0.2%1d -6.3%7d NEX.PA-19.9% -5.8%1d -9.7%7d SU.PA-20.1% -5.4%1d -8.6%7d AMAT-20.5% +0.4%1d -7.8%7d AIXA.DE-20.5% -9.8%1d -6.6%7d SMCI-20.5% -2.3%1d +4.1%7d TER-20.6% 0.0%1d -5.0%7d 6324.T-20.9% +0.4%1d -8.5%7d AOSL-20.9% -1.8%1d +0.7%7d 3363.TWO-21.3% 0.0%1d -4.7%7d MTZ-21.4% -0.3%1d -10.4%7d FN-21.4% -0.9%1d -13.4%7d POWL-21.6% +0.2%1d -8.6%7d MP-21.7% -0.7%1d -4.7%7d VRT-21.9% -0.7%1d -5.9%7d SMTC-22.1% +5.5%1d -3.5%7d SHA0.DE-22.2% -4.6%1d -3.5%7d 3436.T-22.5% -1.6%1d -13.2%7d KLAC-22.5% -1.5%1d -12.2%7d PRY.MI-22.6% -7.6%1d -8.8%7d NVT-23.0% -1.8%1d -11.7%7d NOK-23.4% +3.3%1d -10.9%7d UMC-23.5% +1.9%1d -4.7%7d 4979.TWO-23.7% 0.0%1d -13.5%7d CRDO-24.0% -9.5%1d -13.2%7d 005930.KS-24.5% +0.5%1d 0.0%7d SOI.PA-24.6% -9.8%1d -11.7%7d OUST-24.6% +6.1%1d +4.4%7d IQE.L-24.6% -1.8%1d -11.0%7d LYSDY-24.6% -2.3%1d -0.7%7d MXL-24.7% -2.8%1d -11.0%7d 2GB.DE-24.9% -4.3%1d -4.3%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d BESIY-25.1% -7.5%1d -6.1%7d MKSI-25.2% +0.2%1d -8.5%7d 009150.KS-25.6% -2.0%1d -5.6%7d NEO.TO-26.2% -0.1%1d -6.5%7d FLNC-26.3% -1.9%1d -3.6%7d AMKRE-26.3% +0.6%1d -6.0%7d LPK.DE-26.5% -8.3%1d -12.8%7d 1888.HK-26.9% +2.4%1d -4.5%7d 688825.SS-26.9% +7.9%1d -4.8%7d TSEM-27.3% -0.1%1d -14.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target +9.2% complete
Jun 2 enter high Tape momentum +15.9% complete

Next earnings ALAB reports in 11 days Nov 3

Last report Aug 4

The Aug 4 news pull for Astera Labs returned only generic monitoring pages — a Seeking Alpha news feed, a Stock Analysis overview, and two MarketBeat hub pages — none reporting revenue, EPS, beat/miss, or guidance for today's print.

full note →

Against street estimates

How ALAB's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Aug 4 · projection Oct 23

Result
Aug 4 0.690.80+15.6%Beat
May 5 0.540.61 GAAP ≠ +13.5%Beat
Feb 10 0.510.58+12.6%Beat
Nov 4 '25 0.390.49+25.6%Beat
Aug 5 '25 0.320.44 GAAP ≠ +35.7%Beat
May 6 '25 0.280.33 GAAP ≠ +16.3%Beat
Feb 10 '25 0.260.37+42.8%Beat
Nov 4 '24 0.170.23 GAAP ≠ +35.0%Beat

Recent news

Headlines about ALAB from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

ALAB research tape

81 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Lumentum and Credo Fall Under Their 200-Day Lines; No Core Optical Name Holds One scan Optical Supply Chain Scan — October 16, 2026 scan Monster Scan — 2026-10-13 scan Monster Discover — 2026-10-13 scan Monster Scan — 2026-10-12
Types
Oct 22 Article Lumentum and Credo Fall Under Their 200-Day Lines; No Core Optical Name Holds One
LITECOHRCIENFNCRDOAAOIMTSITTMI#optical-supercycle +3 more
Oct 16 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 13 Scan Monster Discover
ABCLALABAMCAMDANFAPAAPPNARX +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 12 Scan Monster Discover
AAMIABCLALABALVOAMCAMDAMRXANET +4 more
Oct 9 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Discover
AAMIABCLADPTALABALVOAMCAMDAMRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 30 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 28 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 23 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 21 Market Brief CPU Makers Lead the Agent Trade as Oil Falls
ADA-USDAMDARQQAVAX-USDBABALLGRALARM +4 more
Sep 21 pick SemiAnalysis — how mixture-of-experts models map onto inference hardware
NVDAMUALAB#memory-supercycle
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGMTSI +4 more
Sep 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 4 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 22 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 4 Market Brief The Hardware Complex Fires First, and the Wall Hits Tonight
ALKSAVALAXSMBTSGCDNACGNXAAPLABBV +4 more
Aug 4 Scan Monster Discover
AAMIACHCADEAADPTAEHRAGMAIRALAB +4 more
Aug 4 Catalyst ALAB earnings
ALAB
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 2 Snapshot aibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)
MUSNDKMPALABCCJ#optical-supercycle#ai-power-bottleneck#ai-power-delivery#memory-supercycle
Jul 1 Investigation Post-beat-decline pattern across optical-supercycle Wave 1
COHRLITEFNAXTICIENALABLWLG#optical-supercycle
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKRE +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 3 Source Astera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack
ALABNVDAAVGOCRDOMRVLNVTS#optical-supercycle#ai-power-bottleneck
Jun 3 Snapshot aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot
ALABNVTSMXLLASRASPIMP#optical-supercycle#ai-power-bottleneck#ai-power-delivery
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 26 Deep Dive $AEHR (Aehr Test Systems, wafer-level burn-in)
AEHRATEYYTERFORMKLICBESIYLITECOHR#optical-supercycle#memory-supercycle +2 more
May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
CIENCOHRLITEFNAAOICRDOALABTSEM#optical-supercycle#ai-power-bottleneck#ai-power-delivery +3 more
May 19 Source RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM
ALABMXLCRDOHIMXMRVLARMINTCTXN +2 more
May 5 Catalyst ALAB earnings
ALAB
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKREFNCRDOALABCLF#ai-power-delivery +4 more
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSECOHRFNFORMGLW +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSECOHRFNFORMGLW +4 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMAS +4 more
Apr 13 Scan Optical Supply Chain
ALABAXTICIENCLSECOHRFNGLWLITE +4 more
Apr 12 Archive AI Optical Supercycle
ALABAXTICIENCOHRCRDOFNIQELITE#optical-supercycle +4 more
Mar 4 Scan Discovery Scan
AAAALAAOIAAONAAPAAPLAAUCABBV +4 more