copper
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →
Everything said about copper, 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…”