$ALAB
1 位大V提及 · 3 条相关推文
Serenity
中性
作为亚马逊持有/权证标的之一被列出，作者未单独发表观点。
相关推文时间线
Serenity
中性
2026-09-30 04:21
作为亚马逊持有/权证标的之一被列出，作者未单独发表观点。
Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
Serenity
看多
2026-06-23 02:27
作者认为做多CXL/内存池化的最佳时机是四个月前，并指出ALAB已大涨276%，看多态度明显。
Best time to long CXL for memory pooling was 4 months ago.
$ALAB up 276% from $117 -> $440
$MRVL up 291% from $79 -> $309 https://t.co/7XmXHyXgb1
Serenity
看多
2026-02-17 03:28
作者认为若DeepSeek Engram v4带火CXL，Astera Labs是美股CXL三强之一且尤其看好。
If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea.
- $ALAB (Leo)
- $AVGO
- $MRVL are your big three in the US.
Especially Astera.
If it becomes a new architectural paradigm, companies like Astera maybe would sell millions of net-new CXL controllers to mana