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Posted by
Two Blokes Jun 9 -
Filed in
Stock
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Astera Labs is on track for a significant revenue ramp in the second half of the year when it starts volume shipments of Aries 6 and Scorpio P-Series product families. The introduction of the Aries 6 PCIe gearbox presents a short- to medium-term growth tailwind as the industry completes its transition to PCIe 6. By developing connectivity solutions for NVLink, the Company eliminates a key pillar of the bearish thesis on its stock while turning it into a market opportunity.
