ALABAstera Labs
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历史观点（4 条，最新在上）
- English · 原文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中文 · 翻译做多 CXL 内存池化的最佳时机是 4 个月前。 $ALAB 从 $117 涨了 276% → $440 $MRVL 从 $79 涨了 291% → $309 https://t.co/7XmXHyXgb1
- English · 原文Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more information was made public. Lost conviction on ALAB along the way with optical transitions. But this was back when AAOI and others were small $3B companies (~$14B now). So maybe some others in the same range today like $SIVE should get some more attention? But I’m happy a lot of them aged super well. And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.中文 · 翻译随便回想一下，我在 2025 年那会儿的核心重仓思路，表现一直很稳！ 从 $ALAB：$97 -> $372 $LITE：$330 -> $904 $AAOI：$30 -> $175 还有像 $NBIS、$RKLB 和 $TSM 这些！ 那会儿我几乎都没什么粉丝！ 有些细节在更多信息公开前我稍微判断偏了点。光模块转型那阵子，我对 ALAB 的信念也动摇了。 但这还是在 AAOI 和其他公司还是个小 $30 亿公司的时候（现在大概 $140 亿了）。 所以今天同样级别的公司，比如 $SIVE，是不是也该多关注一下？ 不过我很开心，其中很多票都跑得很稳。 而且我觉得最近粉丝涨得这么快，很大程度上就是大家看到我像 $AXTI 这样的思路，慢慢被市场验证了。
- English · 原文@soulbiri1 I lost conviction in $ALAB but I’m happy my three high conviction picks from 2025 turned out so well中文 · 翻译@soulbiri1 我对 $ALAB 的信心没了，但欣慰的是，我 2025 年的三大高信心选股结果都很好
- English · 原文Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100! Fun to see both Astera, Rocketlab and Weebius grow up from being small companies… Into the largest ones on Nasdaq https://t.co/ntqBmkri6T中文 · 翻译哇，$NBIS、$ALAB 和 $RKLB 被纳入纳斯达克 100 了！ 看着 Astera、Rocketlab 和 Weebius 从当年的小公司一步步成长… 现在变成纳斯达克上最大的那些之一，挺有意思的 https://t.co/ntqBmkri6T