$Astera Labs(ALAB.US)This company has a relatively small market cap.Intraday volatility is high.My position is very small.Everyone, please be aware of the risks.I'm bullish on its leading position in PCIe6.Gross margin is as high as 75%.Even after factoring in the concessions from the agreement signed with Amazon,the gross margin guidance can still be 74%.

$Arista Networks(ANET.US)ANET is not a small-cap stock anymore, its market cap is already 200 billion.Basically, companies providing auxiliary products for AI data centers have been performing well.For example, VRT and ALAB mentioned before.I won't consider ANET, I hold a bit of ALAB.$Vertiv(VRT.US)$Astera Labs(ALAB.US)

$Arista Networks(ANET.US)$Vertiv(VRT.US)$Palantir Tech(PLTR.US)I won't say much, if I write too much detail, people will criticize.Both ANET and VRT have released their earnings reports.Their market caps are roughly 200 billion and 100 billion, respectively.Now PLTR is around 300 billion.You can get a feel for their revenue, profit, and cash flow.Then seriously think about their competitive position in their respective fields,and the TAM ceiling.If you still think Palantir is an expensive stock,bro, then you and I have different expectations regarding its competitive landscape/TAM and growth sustainability. That's fine, you're not suited to go long on PLTR.