$Astera Labs, Inc.(ALAB)$
The concern is that AI, overall, is an overplayed trade, semiconductors especially. A deep retraction is not only necessary, its healthy for the future of AI. When that happens, AsteraLabs will fall with them. My prediction is the semiconductor bull run has got about 2-4 weeks left. I'd be super careful about placing any bets that could get you stuck to a price you don't want to get married to.
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