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.

Appearances

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Motley Fool Hidden Gems Investing · Rule-Breaking Stocks for Your Holiday Shopping List · 2 Dec 2025 podcast

Now, this is a classic case of a first mover in an important emerging market.

That is the Signal Interconnect Market.

Also, you could say it's

overvalued, which is another rule breaker.

The stock does trade at a premium.

It fails the COLA test.

If you snapped your fingers, would the world miss Astera Labs?

Most people have never heard of this company.

Right now, the answer is, yes, it fails it.

No one would miss this business.

But could it become more important with this Compute Express Link technology I mentioned?

Yes.

Companies like Nvidia are very interested to see that platform developed.

I would urge anyone who wants to invest in this to do your homework, and maybe dollar-cost average in, take a rational position size.

I love this question, Jason, because I think this is a question we need to ask of almost every company that we invest in that is getting a tailwind from all this buildout.

The answer is that Astera's technology is going to be important either way.

I think there's a place for this company, even if

the promise build-out doesn't materialize to the nth degree.

We should remember here, and I should have mentioned this earlier, it does have a high concentration of customers.

Just a handful of these big hyperscalers and big semiconductor players will make up 70% plus of revenue in any given quarter.

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