Astera ($ALAB) podcast mentions
Per Ticker.id: 2 Astera ($ALAB) mentions across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-10-06.
I was, uh, curious on your thoughts on Astera Labs.
Speaker E · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06You know, Astera Labs, look, first of all, I'm gonna tell you, this is one of the situations I try to explain in my book. It's a great company. But it is one expensive stock. It's up 27 today. A lot of people like these, this semiconductor connectivity. That was because of Marvell Tech. Because it went up 27 off of Marvell, I am not going to recommend the stock. It's at 97 times earnings. Let this one come in.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06All right. TowerSemi again is a company that did well off of Marvell because that's something that Matt Murphy talked about. He will be on tomorrow morning on Squawk on the Street. I think this is a little bit cheaper stock, but at the same time, I don't want to pay 66 times earnings either for a stock that's up 120%. Too great. Great companies with stocks that are very expensive. Astera and Tower, just the way it is. Now that the Synaptics deal is no longer an overhang, I think Wall Street can finally get back to valuing Onsemi for its rapidly growing infrastructure biz. Much more, my money. You alerted me to a little-known diagnostic player called Grail. Now I'm turning in my homework and give you my take on the stock. It's pretty darn exciting. And there's been much ado about France's growing debt problems. But after these stories, Should we expect a déluge? I mean, après moi. I'm taking a historical view and historical view on whether you need to be worried. And all your calls rapid fire in tonight's edition of The Lightning Round. So stay with Kramer.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be here with you on this Tuesday, the 22nd of September. I'm Julie Morgan. Stock index futures are little changed on this Tuesday after a strong rally in technology stocks pushed the Nasdaq higher on Monday. Arm Holdings finished 17% higher, Meta Platforms, Astera Labs, and Intel all finished 12% in the green on Monday. Advanced Micro Devices was up nearly 10%. Ahead of market open today, crude oil is down 2.2% at $90 a barrel. Brent crude is down 1.4% at $98. The FTSE 100 is up 0.1%, and the DAX is up 0.2%. and Japan's markets were closed for a holiday. McDonald's is adding ads to its menu boards.
Julie Morgan · Wall Street Breakfast · Tech rally takes a breath · 2026-09-22It's all about genetic testing, which is great. I'm actually doing a genetic test right now. But, you know, the, the valuation just doesn't really add up here, even though it's a growing solid business. It's just not worth the multiples that it's currently trading at. So trim a little here and have a trailing stop. No, what a great show yesterday. We looked into the story about energy stocks and how $100— what $100 oil really means for your portfolio. We also answered a listener question on Astera Labs, ALAB. And if you happen to miss it, go check it out. Best way to get every show, every Invest Talk show, is to follow Invest Talk wherever you get your podcasts. Now we have a lot of ground to cover over the next 45 minutes or so, and our main focus point is about bonds. Bonds are down, rates are up. What is that?
Justin Klein · InvestTalk · Should I Sell Bonds Now? How to Reposition Fixed Income in a High-Oil, High-Rate World · 2026-09-19If your real estate prices go up, your equity goes up, you felt richer, you felt more comfortable spending because you always turn to a HELOC or refinance your house and pull out some equity, et cetera. But then '08 happened and that crashed and it kind of came back a little bit, but now it's being driven more by equities. So we'll talk a little bit more about that. And then lastly, if we have time, the Fed raised rates. Will that be a policy error? We'll dig into some details on that side as well. And of course we have questions via our InvestTalk voice bank. One is on investing in ETFs or stocks. I always like that type of question. as well as Astera Labs, ALAB. We'll answer that question and some that came in via the comment section over on the Invest Talk YouTube channel. But of course, we're gonna head into a quick break. That means we're ready for your calls anytime.
Justin Klein · InvestTalk · Should I Buy Energy Stocks Now? What $100 Oil Really Means for Your Portfolio · 2026-09-17Welcome back. We are about 30 minutes into the hour here. 3 big movers we're watching this morning. First up, Astera Labs higher on an upgrade from Northland, which takes the stock to outperform here. The price target also hiked to $350 from $225, representing about 9% upside. Analysts bullish on what they call a, quote, longer than expected infrastructure infrastructure spending cycle and positive earnings revisions. That stock up about 3.3% right now. Then L Harris falling after the company announced its CEO is stepping down after a code of conduct violation. The company did reaffirm full-year guidance, but that stock down more than 3% right now. And we're watching shares of Alphabet. Berkshire Hathaway bolstering its stake in Google's parent company during the second quarter, according to the firm's 13-F filing, which shows positions as of the end of June. Berkshire Hathaway had purchased $7 billion of Alphabet during Q2, and that is in addition to the $10 billion the firm invested in a private placement as part of Alphabet's upsized $85 billion equity capital raise in early June. The firm now holds about $37 billion in Alphabet, its third largest holding behind only American Express and Apple. Berkshire Hathaway is now one of Alphabet's top 10 investors as well. Quarter to date, Alphabet declined about 3%, but it's up about 9% this year or so. Also in the quarter, Berkshire boosted its stake in Delta by about 44% to hold more than $5 billion worth of the airline. The firm also paring back some financials exposure, selling a bit more of Bank of America as well as Ally Financial. Its Capital One holding was cut in have here, guys.
Leslie Picker · Squawk on the Street · 10AM Hour: Berkshire’s Alphabet Stake, Real Estate Execs React to NYC Pied-à-Terre Tax, Ferrari EV Sets Auction Record 8/17/26 · 2026-08-17All right. Mad Money will be back after the break. It is time to talk to the light brokers. And then the lightning round is over. Are you ready? Get back to the lightning round. Sharon in Tennessee. Sharon. Hi, Jim. I love your show and never miss it. And I know all the AI stocks have dropped, but one of my biggest disappointments has been Astera Labs. What changed in that story? And do you still have confidence in— Sharon, nothing changed. Nothing changed. It is just a matter of sentiment. That stock has now been cut in half. It is doing well. I'm going to actually go for the first time. I am going to say bye-bye. Astera Labs got cut in half and you're a good company. I'm going to like you. Tom in New York. Tom. Hi, Jim. How are you? I am good. Spaghetti Computing back in May and I'm down down 30% already. How long do you think it will take before I can get my— recoup my— at least my initial investment? Ah, geez, Tom, that's one I don't really care for, honestly. I'm gonna have to say too long is the only answer I can give you. Let's go to Prashant in Ohio. Prashant, hey, booyah, Jim! How are you? I am doing well, how about you? Good, good, good. The stock is Make My Trip, M-Y-T, it has 60% market share OTA in India. Yeah, okay, Make My Trip. I'm actually gonna take a pass on this and do some work on it. Why? Because I do not know Make My Trip, and rather just say, you know what, I don't wanna make that trip, I'm gonna say I'm going to work on it. Let's go to Dean in Pennsylvania.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/29/26 · 2026-07-29After an ugly close to last week's trading, it's clear we're witnessing a vicious meltdown for many of the key components of the AI infrastructure trade. I mean, this was the hottest part of the market until about a month ago. Today, many of the AI infrastructure stocks were able to bounce. Others tried and ultimately failed, but they're still down dramatically from their highs. And that's what matters. And that's why I want to spend some time focusing on what's happening here, why it's happening, and how we'll know when this meltdown is truly over. Not the kind of thing I saw today, but truly over. See, the crazy thing here is that the AI infrastructure clubbing is barely reflected in the averages. The Dow and the S&P are only down about 2 to 3% off their highs. The Nasdaq indices give a bit more of a clue with the Nasdaq Composite, the iXIC, and the Nasdaq 100 down 6% and 7% from their early June highs, respectively. But that's nothing compared to the declines you're about to hear about in the AI infrastructure plays. Let's start with the memory and data storage stocks, formerly the single hottest part of the market. Now, the Roundhill, Roundhill Memory ETF Symbol DRAM, you know, like DRAM, which launched in April, is now down an astounding 35% from its late June peak. Micron Technology, SanDisk, Seagate, Western Digital are all down anywhere between 30% and 41% from highs set about a month ago. They all went parabolic. And this extends to the broader semiconductor industry. The Philadelphia Semiconductor Index, or SOX, is down roughly 20% from its high, and the VanEck Semiconductor ETF is off nearly 17%. Looking at some of the top individual names, the semis, we see varying degrees of weakness. AMD and Intel, which investors have piled into as we realize the simple CPU chips that they make would see an increased demand as AI just exploded, have come down 40— 14% and 32% respectively, just for the last day of June. Broadcom's down 24%. Marvell is down 41%. Arm Holdings, a top chip design company, is off 40% from its high. And Teradyne, a semiconductor testing company that had been a real darling, is down 32%. Even the semiconductor capital equipment makers have been hit. ASML, the Dutch company that basically has a monopoly on the equipment used for leading-edge AI chips, has been least damaged, down 13% from its high as it just reported a tremendous quarter. But Applied Materials, KLA, and Lam Research have all come down between 28% and 33% from its highs, their highs set less than 3 weeks ago. That's breathtaking. Beyond the semiconductor complex, many of the leading networking equipment plays have come in significantly. Corning, which I own for the Chappell Trust, has come down 44% from its end of June high. It's taken my breath away. Astera Labs is off about 38% from its highs that same day. Coherent and Lumentum, the two leading photonics companies, have come down 35% and 30% from their highs set in either June or May. Now they are just, you know, trying to bounce. Some older networking plays that had been seeing a bit of a renaissance due to the AI infrastructure trade, they've been hit too. Seattle down 41%. Oh my God, that was a good one. And Cisco's down 15%, both from early June highs. Hey, speaking of hardware within the data center, the leading makers of servers have been hit. Hewlett-Packard Enterprise, HP, is off 31% from its early June highs. Dell, arguably one of the best quarters of the year, has fallen 19% from its highs set at roughly the same time. It's not just tech. The great data center buildout has been a boon to many classic industrials, at least until a few weeks ago. Vertiv Holdings, which makes power and cooling equipment for the data center, has come down 23% from its mid-May highs. Modi Manufacturing, old maker of thermal management systems, has found new life in the air, is off 29.5% from its late May peak. Caterpillar, it had been on fire both because its equipment is being used to build data center structures and because its power generation equipment was increasingly being used to power these sites.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/20/26 · 2026-07-20So companies like Astera Labs was like left for dead, and then all of a sudden shot up 400%. And the same thing with Credo and Marvell, which focus on that space as well. So, but these are all like inflections and moments in time, uh, you know, holding NVIDIA for 10 years coming up, uh, in November, you know, I've been through a lot of drawdowns, the big crypto drawdown in 2018, and then the 2020 boom and 2022, I remember every day it was going down. These things aren't easy to hold. Everyone thinks it's like glorious, but you know, you just have to pay attention to the company, the long-term roadmap, management. What are they saying? Are they being honest? Are they doing what they're saying? And just look at how things are executing. Obviously the next— when I was at GTC in March, all this stuff is being built for this huge token explosion. And I think the next big explosion in tokens is physical AI and edge AI, which is basically robotics doing agentic work, right? So like you can think of robotics or robots as like when you're running Claude code or Claude, the CPU is telling these agents to do certain things, orchestrating. So what if the CPU is orchestrating physical agents which will be robots. That's the way, that's the way it's headed. And you're telling the robot a sequence of things to do on the factory floor or a sequence to do in the lab, makes these chemicals, right? It's sequencing in parallel with tokens and a loop. I mean, that's basically what, what it is.
Ben Koolandian · Monetary Matters with Jack Farley · The Semiconductor Earnings Boom Is Just Getting Started | Ben Pouladian on why AI is Real, Nvidia is Mispriced, and Capacitors Are Overrated · 2026-07-14And here's the thing, Kara, if the AI trade unwinds, the most vulnerable names are generally the ones whose valuations depend most valuable on continued AI infrastructure spending. The number, the tier 1 risk level is NVIDIA, Astera Labs, and Marvel Technology. These companies are extraordinary businesses, don't get me wrong, but they're the most exposed to a slowdown in GPU and networking demand.
Scott Galloway · Pivot · Trump's Crypto Windfall, Dems' Anti-Establishment Wave, and the Supreme Court’s Big Week · 2026-07-03Gosh, you know what I would say, I think it was in the context of initially I had thought that I was wrong in September when I had first Micron, that I thought that Micron was telling me or that the market was telling me that I was wrong on the thought process. Look, there's been a lot of movement in the market since April. And I would say back at the end of March there were, you know, Nebbys, I think was at 95 and Astera Labs was at 95 and now Astera is close to 400. And what has happened is that people have. I think the market is coming to the realization that some of what is happening in the AI trade has duration. We have seen, for example, for the NEO clouds, pricing for the NEO cloud per GPU hour is rising because we are short compute. And you've seen anthropics numbers shoot through the roof. I think they started at 30 billion. Now we're looking at 44 or 49 billion in AR. When growth investors are telling you that they've never seen anything like this. I think everyone needs to take heat because this is a Different era. And we can stop calling it a bubble. We can stop calling it one time, and everyone just needs to pay attention to what's going on.
Ankur Crawford · Animal Spirits Podcast · Talk Your Book: AI Is Not a Bubble · 2026-06-22I don't know anyone like me who's not really bullish on dram. There's all these interesting things happening with AI right now. One is cross sectionally the valuations do not make sense. They just flat out do not make sense. They cannot all be true. In other words, you have semicap equipment companies trading at 40 times next quarter's annualized earnings and DRAM companies trading at mid single digit. At the peak of the last cycle that was 5 versus 12. At one point it was like 3 versus 45. Those can't both be true. And yes, semiconductor capex business models have improved more than the memory business models. We don't know how much HBM is going to improve memory business models yet. Yes, they have some element of recurring revenue with parts and maintenance, but it's not worth a thousand percent multiple gap. I think it's hard to square the valuation of something like Nvidia, which is still in early April, was essentially as cheap as it gets relative to the market, like in the last 10 or 12 years or whatever it is, and very cheap absolute. It's very hard to square that valuation with something like GE Vernova's valuation because it builds in an unfathomable amount of share loss for Nvidia. So valuations cross sectionally are really different because we are in shortages. The lowest quality companies are doing the best. So if you're an oil and gas investor almighty, the investor, natural resources investor, and you're well versed in thinking of costs, this is very intuitive to you. And a real bull market for a commodity. The commodity suppliers with the highest costs go up the most because it's the most beneficial to them. They go from on the verge of bankruptcy to gushing cash. And this is I think one reason commodity investing is really, really hard. Because quality outperforms during the cycles. But you get all of the outperformance during the downturns. When the high cost guys that mooned during the shortages and the commodity bull markets go bankrupt or whatever. You're seeing that happen in every industry. The lowest quality players, companies that are hated and detested by the hyperscalers and the buyers because they have high costs, they're unreliable, the parts fail at a high rate, they're sold out at raising prices and then that activity gets the interest of these retail accounts on X and these stocks get bid to the moon. Whereas some of the higher quality expressions have actually really underperformed. As an investor it's hard because you know within a shadow of a doubt that that thing that's mooned 10x in three months or six months is going to go right back down, subject to what they do with all the cash. And so it worries me a little bit that people who were very skeptical a year ago are no longer skeptical. But then I just contrast that with the valuations of these high quality companies which are just not extended and it makes me feel better. I thought it was funny in 24 and 25 that anyone asked about an AI bubble or talked about it. You have this nuclear bubble in this quantum bubble right here, right in front of you. What are we talking about? This is so real. Some of that nuclear quantum silliness is maybe spread into more speculative, lower quality, smaller cap names where if you have a big presence on X or Reddit, it's easy to move them. And that frightens me a little bit. But I just wish there were more AI bears. I wish there were more memory bears. Astera is a stock I've been close to a long time. There's a lot of bears on that. I love that. Great. I first invested in the Series C. Good luck thinking that's a copper loser. And then there's also, you can feel the baskets in the market and the leverage baskets. And what baskets you're in is really important. You know, copper, optical, dram, nand. And a very interesting thing that's happened this year is in 24 and 25 the AI trade traded together. You could be long GPU compute, scale up networking and optical scale across and short power or whatever it was that trade worked from like a risk management sense because you know, I am very factor aware that all blew out in January of this year. Scale up networking would go crazy. While scale out was going down. Our drams massively underperforming NAND and hdds which had not happened. So these cross sectional correlations within AI really fell apart and you had to get very fine grained. You couldn't hedge your memory anymore with some semicap equipment or nand. Everything cross sectionally really changed in a very interesting way in January. And I think maybe one reason for that was AI got to a quality where it was all of a sudden really easy for a bunch of people to get really smart on. These different subsectors, start trading them and then they get put into baskets and those baskets influence creating price efficiency. Yeah, exactly. I think some of the biggest opportunities outside of these higher Quality names that I think can compound for a long time and they're safe. Unlike these low quality names which are terrifying, is in names that are miscategorized. Asterra was in a lot of copper loser baskets. Astera. Their biggest product is going to be a switch. You use both copper and optics to connect switches to accelerators. Definitionally, if you're a switch company, are an accelerator company, you cannot be a copper loser because you're going to be on the other side of that connection.
Speaker E · Invest Like the Best with Patrick O'Shaughnessy · Gavin Baker - Watts and Wafers · 2026-05-20But the problem is these questions are all commingled. So if we don't know if it's doing a backprop-like learning and we don't know if it's doing energy-based models and we don't know how these areas are even connected in the first place, it's very hard to really get to the ground truth of this. But yeah, it's possible. I mean, I think that people have done some work. My friend Joel de Pelo actually did something some years ago where I think he put a model, I think it was a model of V1, of sort of specifically how the early visual cortex represents images and put that as like an input into like a ConvNet and that like improves something. So it could be like differences. The retina is also doing, you know, motion detection and certain things are kind of getting filtered out. So there may be some preprocessing of the sensory data. There may be some clever combinations of which modalities are predicting which or so on that lead to better representation. There may be much more clever things than that. Some people certainly do think that there's inductive biases built in the architecture that will shape the representations differently, or that there are clever things that you can do. So Astera, which is the same organization that employs Steve Behrens, just launched this neuroscience project based on Doris So's work, and she has some ideas about how you can build vision systems that basically require less training. They in-build into the assumptions of the design of the architecture that things like objects are bounded by surfaces, and surfaces have certain types of shapes and relationships of how they occlude each other and stuff like that. So it may be possible to build more assumptions into the network. Evolution may have also put some changes of architecture It's just I think that also the cost functions and so on may be a key thing that it does.
Adam Marblestone · Dwarkesh Podcast · Adam Marblestone — AI is missing something fundamental about the brain · 2025-12-30