GrowthInvestingMastery

Here is my latest update on Astera Labs $ALAB earnings! youtube.com/watch?v=9I205y6n… I thought this was a great earnings report from Astera Labs, delivering both with financials and a vastly expanding product line up. They had guided for 560M of revenue in Q3, landing at 585M that was growth of +154% yoy and growth of +49% qoq. Guidance for next quarter was a good size step up as well, guiding to 750M at the top end that would be growth of +177% yoy and +28% qoq. On the profitability side adj operating margin came in at 44.7% up from 39.1% in the prior quarter, showing as they scale they gain more leverage. The announcements of different products this quarter was at a pace never seen before from the company. Their Aries product family expanded to be the first to market in PCIe 7 technology. They added a number of new products to Aries as well, like transimpedance amplifiers. The company’s Leo product had a number of different product varieties announced and it was also talked about Leo being integrated with Scorpio X. Then the company has their newest Orion product family. These are reference architectures sold to Neoclouds and Enterprise AI companies. They spoke of a “fully loaded” Orion having over $100k worth of Astera content sold in it. I was surprised to see the stock sell off the report, but ALAB seems to have been caught up in the broader semiconductor sell off. I noted one ironic mainstream financial headline about the earnings report in the video: “Astera Labs Tops Q3 Estimates, Issues Strong Guidance, Shares Slide”.

New growth stock portfolio update is live! youtu.be/ucnG2ZJSnq8 My top 7 stocks stocks this month are, 1) Ethos Technologies $LIFE 2) Astera Labs $ALAB 3) Silicon Motion $SIMO 4) Figure Technology $FIGR 5) MACOM Technology $MTSI 6) DigitalOcean $DOCN 7) Onto Innovation $ONTO

My new video is out on Silicon Motion's Q3 2026 earnings report! $SIMO youtu.be/5zGsnheZAkM

My monthly portfolio review of growth stocks is live! 🚀 youtu.be/C8HKM_gFqT4 WPR's Top 7 growth stocks, 1) Astera Labs $ALAB 2) Silicon Motion $SIMO 3) Figure Technology $FIGR 4) Ethos Technologies $LIFE 5) Onto Innovation $ONTO 6) Micron $MU 7) Viavi Solutions $VIAV Viavi Solutions $VIAV is a new addition to my Top 7 stocks this month! They are in the photonics testing space, with a great customer list including their "cousin" Lumentum. Viavi is projecting +54% year over year revenue growth next quarter with 460M of revenue. The market cap is 11.6B currently, and I view the valuation as very reasonable right now.

New growth stock portfolio video is out! 🚀 youtu.be/_ajtied1dlY Top holdings at the end of the month were $ALAB $FIGR $SIMO $LIFE $CRDO $LITE $MU A new stock in my portfolio that I'm excited about is Onto Innovation $ONTO. Their hardware + software based approach to semiconductor inspection is winning in the market place!

Video for my growth stock portfolio review is live! 📉📈🚀 Results: +22% YTD, +536% since 2024 youtu.be/sYnahBsGwXU $SIMO $ALAB $APP $CRDO $PTRN $PTRN $KLIC $IREN $FIGR $MU $LIFE $COHU $EVC $SKHY $BE $HNGE $ACMR $TOYO

New video is out on Silicon Motion's $SIMO over performance on their earnings! 🚀 youtu.be/-PvGbam6Y1Q Headline numbers, - Revenue guided from 393 - 411M, landed at 451M +32% qoq, +127% yoy - GAAP gross margin guided from 48.5 - 49.5%, landed at 50.2% - Operating margin guided from 21 - 22%, landed at 23.1% - Analysts were looking for 2.04 of GAAP EPS, came in at 3.99 with a one time investment gain - Next quarter Q3 is guided for 519 - 541M +20% qoq, +124% yoy - Q3 adj operating margin guided from 27.5 - 28.5%

Monthly portfolio summary video is released! 🚀🚀 Results: +62% YTD, +745% since 2024 youtube.com/watch?v=LrlfTRn4… $ALAB $CRDO $APP $SIMO $KLIC $MU $PTRN $IREN $RDDT $FIGR $COHU $LIFE $ACMR $HNGE $IMOS $ALGM $TOYO

Portfolio summary is released! +50% YTD +683% since the start of 2024 🚀🚀 youtube.com/watch?v=IVMBRBwQ… $ALAB $CRDO $APP $IREN $SIMO $PTRN $MU $RDDT $KLIC $FIGR $LIFE $COHU