ALAB

What is the first name that you were looking at as a buy in June? >> That's Aluma.

let's move on to that fourth stock you have on your buy list after earnings.

presenting a prime buy the dip opportunity before the next parabolic leg up.

Astera Labs, ticker symbol ALAB, an explosive AI infrastructure pioneer that has pulled back over 37% from its recent highs.

apparently a lab is one of the beneficiaries of this. >> It's one of the makers of CXL and I think that will be a big market for them.

the setup for Astera Labs in August is highly opportunistic the stock is currently trading at 311 $123. While that represents an 87.08% gain year to date, the stock suffered a massive 27.77% draw down in July, falling well off its 52- week high of $49948. The report argues that this sharp correction, occurring right as institutional analysts are actively lifting their 2026 revenue forecasts by roughly 13% to $1.3 billion, represents a classic valuation disconnect. The fundamentals are revising upward while the stock price has experienced a significant technical correction creating a prime window for long-term investors to build a position.

I don't want you buying a Stereo Labs at $4.99 or really anything over $150 for Sterilabs. $150 or less DCA was kind of our target.

we have taken profits on this.

I told you when it pulled back 150 or less DCA and you know if you if you DCA that level you made a you made some good money on Astera Labs.

top companies to watch, Credo and Astera.