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Daniel Popescu / ⧉ Pluralisk's avatar

It's interesting how you approach the high-risk, high-reward plays like AsteraLabs. What if the current AI boom accellerates their product adoption even faster then expected?

The Few Bets That Matter's avatar

Then, it's high rewards ahah. What if Nvidia's packaged alternatives or Broadcom's have comparable performance? Then it's high risks. As of today, we have no answers.

I try to share all the data I can to be as clear as possible. Both scenario are possible and at $150 per share, the downfall can be violent - just like the bull potential is massive.

It's just important to be aware. Doesn't mean not to play it.

Rilakkuma's avatar

Thanks for the eye-opening video, it’s really something!

The Few Bets That Matter's avatar

I thought so too! Kinda gives perspective on how advanced ASML tech is.