Ben Rivers

[Ben Rivers @ben_rivs7]

@FeroceResearch How are you looking at ALAB valuation up here? P/S looks pretty insane, I’m a holder but hard to see the upside from a valuation standpoint right now.

[Ben Rivers @ben_rivs7]

@davey_juice I have the same exact feeling, I have for the past few years since this build out started, just have never been able to justify buying it over Nvidia who owns the whole stack for 17x forward estimates.

[Ben Rivers @ben_rivs7]

@JonahLupton @ChrisJB43885664 They will be even more upset when CRDO posts blow out numbers in a few hours:)

[Ben Rivers @ben_rivs7]

@Mr_Derivatives CRDO!!!

[Ben Rivers @ben_rivs7]

@Mr_Derivatives Heis, assuming market conditions stay good, CRDO could have a similar move on Monday after the close, you heard it here first

[Ben Rivers @ben_rivs7]

Glad I stuck with the stock through a 60% correction $ALAB

[Ben Rivers @ben_rivs7]

@SayNoToTrading Astera’s product roadmap spans multiple protocols and product types,from PCIe and CXL silicon to switching fabrics and photonics, Credo relies super heavily on AEC no? I own both but tbh to me it seem like ALAB has a broader portfolio of things they’re working on within the stack

[Ben Rivers @ben_rivs7]

@sedonaroxx @JonahLupton @JaredKubin I agree with what you said about paying a premium for a leader in cyber. But the risk is now that everything is priced in. Let’s be real, stock could be cut in half and still be expensive. I’m a holder but struggling because the risk is clearly greater than the reward from here

[Ben Rivers @ben_rivs7]

@JonahLupton @JaredKubin I’m a CRWD holder and I think that’s looking even more ridiculous🫣

[Ben Rivers @ben_rivs7]

@LogicalThesis QQQ had not had a red day since this tweet

[Ben Rivers @ben_rivs7]

@LogicalThesis Hard to be bearish looking at this - not saying this is the end all be all, but if you’re selling your stocks now I think you’re late to the party

[Ben Rivers @ben_rivs7]

@NotesontheNoise ALAB showing great strength today, what are your thoughts here?

[Ben Rivers @ben_rivs7]

@SayNoToTrading @KTLA Can’t tell if this is a joke or not🤣

[Ben Rivers @ben_rivs7]

@Ross__Hendricks Any evidence of this actually happening Ross? Probably not

[Ben Rivers @ben_rivs7]

@NotesontheNoise Do we know that CRDO won’t be a player in optics? Same with ALAB?

[Ben Rivers @ben_rivs7]

@davey_juice How are we feeling about ALAB doom and gloom Bill?

[Ben Rivers @ben_rivs7]

@davey_juice Bill it’s getting harder to hold it, bought last year during the tariff tantrum and they have continued executing since then. Only reason it’s still so heavy in my portfolio

[Ben Rivers @ben_rivs7]

@SayNoToTrading Astera’s product roadmap spans multiple protocols and product types,from PCIe and CXL silicon to switching fabrics and photonics, Credo relies super heavily on AEC no? I own both but tbh to me it seem like ALAB has a broader portfolio of things they’re working on within the stack

[Ben Rivers @ben_rivs7]

@Mr_Derivatives I cannot find anywhere that shows a red SPX monthly chart

[Ben Rivers @ben_rivs7]

@SayNoToTrading Had ALAB on my list before the April drawdown and started my position at $60, gave me the ability to hold through a close to 50% drawdown

[Ben Rivers @ben_rivs7]

@Mr_Derivatives 7,243