The AI infrastructure buildout just shifted into overdrive. Astera Labs is staring at a 10x TAM explosion to $25 billion as connectivity becomes the new bottleneck. Nebius is deploying $20 billion in CapEx after selling out every GPU through Q1. Applied Materials just called a $1 trillion semiconductor industry, years ahead of schedule, while guiding 20%+ equipment growth. Three different layers of the stack, one message: AI demand isn’t slowing down. — Let’s Chip In.
Where'd you see ALAB ripping after earnings? I need to invest in that stock exchange.
lol completely missed misplaced Stock with revenue, its been a long weekend