$ALAB (+1,18%) very good numbers but unfortunately all AI stocks dropped after $AMD (+1,66%) earnings, but it's okay with these numbers it will recover eventually

Second Quarter of Fiscal 2026 Financial Highlights

GAAP Financial Results:

• Revenue of $392.4 million, up 27% sequentially and up 104% year-over-year
• GAAP gross margin of 73.3%
• GAAP operating income of $89.2 million
• GAAP operating margin of 22.7%
• GAAP net income of $153.1 million
• GAAP diluted net income per share of $0.83

Non-GAAP Financial Results (1):

• Non-GAAP gross margin of 73.7%
• Non-GAAP operating income of $153.5 million
• Non-GAAP operating margin of 39.1%
• Non-GAAP net income of $145.8 million
• Non-GAAP diluted net income per share of $0.80

Third Quarter of Fiscal 2026 Financial Outlook

Based on current business trends and conditions, Astera Labs estimates the following:

GAAP Financial Outlook:

• Revenue within a range of $540 million to $560 million
• GAAP gross margin of approximately 72%
• GAAP operating expenses within a range of approximately $232 million to $236 million
• GAAP tax rate of approximately 4%
• GAAP diluted net income per share of approximately $0.87 to $0.92 on weighted-average diluted shares outstanding of approximately 185 million

Non-GAAP Financial Outlook(2):

• Non-GAAP gross margin of approximately 72%
• Non-GAAP operating expenses within a range of approximately $156 million to $160 million
• Non-GAAP tax rate of approximately 12%
• Non-GAAP diluted net income per share of approximately $1.16 to $1.21 on weighted-average diluted shares outstanding of approximately 185 million

let's see if my bet in $ALAB (+1,18%) would work, other stock also i have is $AAOI (+3,08%) (earnings on Thursday) and also still holding $CRCL (-1,06%) in a huge loss, my worst investment.

This was mostly because of $NBIS (+1,19%) and $RKLB (+0,6%) , i have sold some $RKLB (+0,6%) and opened a position in $ALAB (+1,18%) previously

I have sold $LPK (-2,99%) with a small profit, i still think it's a good company but maybe better hold it in 2027/2028, also i said to buy $MRVL (+3,82%) in that post but I personally didn't even buy missed out on that, i posted that 4 weeks ago so i missed out on 82% ROI.

I now invested in $ALAB (+1,18%) will hold it long term instead of $LPK.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA (+1,44%) → Designs the GPUs every AI model trains and runs on.

$MU (+3,09%) → Makes high-bandwidth memory inside every AI server.

$COHR (-0,43%) → Moves data at light speed between GPUs optically.

$MRVL (+3,82%) → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO (+1,5%) → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD (+1,66%) → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN (+2,35%) → AI-native data centers built to scale compute and power.

$WULF (+3,22%) → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS (+2,75%) → Satellites delivering AI connectivity to every corner of Earth.

$RKLB (+0,6%) → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA (+4,66%) → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB (+1,18%) → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR (+4,72%) → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)

platforms · agents · quantum

$MSFT (+1,19%) → Deploys AI agents across every enterprise software product it sells.

$GOOGL (+1,24%) → Controls AI search, cloud, and consumer distribution globally.

$META (-0,43%) → AI assistants across 3 billion users in social and commerce.

$CRM (+0,98%) → AI agents inside enterprise sales — 150K customer moat.

$NOW (+3,02%) → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

$ALAB (+1,18%)
Q4 2025 Earnings Summary

• Revenue Beat:
  +8.2% (Reported $270.6M vs. $250M estimated).
• EPS (Non-GAAP) Beat:
  +14.9% (Reported ~$0.535 vs. $0.465 midpoint estimate).
• Revenue Growth (YoY):
  +92%, driven by the ramp-up of AI infrastructure.
• Full-Year Growth:
  +115% total revenue increase compared to 2024.

Guidance and Outlook

• Q1 2026 Revenue Guidance: At the midpoint ($291.5M), this represents a +7.7% sequential increase over Q4.
• Key Catalyst: The Scorpio X-Series is moving into production, which management expects will maintain high gross margins (projected at ~74%).