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Posted by
Two Blokes 3 hours ago -
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Stock
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I rate Astera Labs a Strong Buy with a 12-24 month price target of $140 due to strong secular growth in AI/data center connectivity. Astera's unique semiconductor portfolio, first-mover advantage, and integration with COSMOS offer a competitive edge and premium pricing in AI server topologies. Key customers include Nvidia, AMD, Meta, Amazon AWS, Google, and Microsoft, with significant contributions expected from all product families in 2025.
