Astera Labs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · said 3 times in 1 episodes since 2026 · across every show →
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brought up most by Gavin Baker (3)
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2026 3 mentions in 1 episode
Everything said about Astera Labs, oldest first
May 20, 2026 bullish
Baker: Astera Labs cannot be a copper loser because its primary product is a switch
“Astera, their biggest product is going to be a switch. You use both copper and optics to connect switches to accelerators. And so definitionally, if you're a switch company or an accelerator company, you cannot be a copper loser because you're going to be on t…”