ALAB is part of a validated ETF-based investment thesis alongside Marvell and Credo; the market's recent move confirms this view.

There are two stocks that really benefit from vertical and horizontal expansion technologies, namely Credo and Astera Labs, right? Astera Labs shares rose by about 8%.

So, yes, if we look at this Marvel market, right ? But the market says if it's really that good for Marvel, isn't it? It's not even the third player, and probably not the fourth or fifth in AI data centers , so how good is it for companies like Broadcom, Micron, Nvidia, AMD, Credo, and Astera Labs?

If a company is not in first place and is still benefiting greatly, what will companies in first, second and third place get? So , once again, that's the prevailing positive feeling here.

But today, the market woke up to shares of Credo and Astera Labs. But in this channel, the three companies that have established an exchange-traded fund (ETF) approach are Marvell, Credo , and Astera Labs.

I am very happy to see this thesis being implemented in practice .