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Growth Stocks

Growth Stocks

+5

Astera Labs: Up 342% in One Quarter. Here's Why I'm Still Not Buying.

Jul 3, 2026

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3 min read

Astera Labs: Up 342% in One Quarter. Here's Why I'm Still Not Buying.

Five customers generate 90% of revenue, and the P/E sits above 90 based on 2028 estimates. The best NASDAQ-100 stock of recent months has a profile few people question. I did.

Thomas Behnke
Thomas Behnke

Growth Stocks

+4

NVIDIA: Admired. Respected. Not in my portfolio.

May 22, 2026

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2 min read

NVIDIA: Admired. Respected. Not in my portfolio.

The numbers are impressive. The market position is unique. Yet NVIDIA is not an investment for me. Just a trade.

Thomas Behnke
Thomas Behnke


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