$ALAB vs $CRDO: Weighing Two Standouts in AI Connectivity Infrastructure Astera Labs (ALAB) and Credo Technology (CRDO) both supply high-speed connectivity solutions critical to AI data center infrastructure, positioning them as direct beneficiaries of hyperscaler capital expenditures. ALAB reported record Q2 2026 revenue of $392.4 million, up 104% year-over-year, with Q3 guidance implying continued acceleration driven by its Scorpio fabric switch ramp.
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$ALAB vs $CRDO: Weighing Two Standouts in AI Connectivity Infrastructure Astera Labs (ALAB) and Credo Technology (CRDO) both supply high-speed connectivity solutions critical to AI data center infrastructure, positioning them as direct beneficiaries of hypersc
$ALAB$CRDO
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I sold the $META $655 Puts 9/25 for $7.60
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