Asit Sharma

speaker

746 appearances 7 recordings 1 series first heard Nov 2025 last heard 27 Jan

Asit Sharma’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.

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Happy holidays!

This is a specialty company in the semiconductor industry that makes components that boost signal speed and data transfer within data centers.

Think of components in a data center, maybe GPUs and CPUs talking to each other.

It makes components that boost signal speed and data transfer within data centers.

Think of GPUs and CPUs in a data center.

Astera Labs makes the widgets that speed up the conversation between those components.

This is a niche manufacturer.

It supplies to NVIDIA, symbol NVDA, AMD.

Advanced Micro Devices, also symbol AMD, Intel, symbol INTC, and many cloud hyperscalers that you have heard of.

Now, it's working on a next-generation technology, Emily, called Compute Express Link.

This is exciting because it will allow different parts of

a server or a server rack to share memory, to pull memory together, to make all of the processing within that rack go a lot faster.

This is going to fuel growth for the next few years.

Astera Labs is already profitable.

It has an operating margin of around 15%.

Revenue is growing at a double-digit clip.

What I like about this company is that it's founder-led.

The two co-founders own about 9% of shares.

It scores high in our Rule Breaker database on several fronts.

The proprietary Motley Fool Rule Breaker database has a super score of 82, which is pretty good.

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