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.
Micron Technology: The best stock of the week. I'm still not buying.
Micron Technology delivered this week: record quarterly results and what looks like a genuine shift in its business model. And yet I'm sitting on the sidelines. I'm starting to wonder whether the AI boom is showing its first cracks.
