Yes, Defiance Quantum ETF (QTUM) holds ALAB with 1.55% (as of 2026-07-16).

Yes, Vanguard Small-Cap ETF (VB) holds ALAB with 0.45% (as of 2026-07-16).

Astera Labs, Inc. (ALAB) is held by QTUM (1.55%), VB (0.45%).

What AI bubble is ALAB in?

Astera Labs, Inc. (ALAB) is mapped to the Networking / Optical bubble on QuantAbundancia. Astera Labs - AI cluster interconnect: CXL switches, PCIe/Aries retimers, AI server fabric. Pure-play on the bandwidth between $NVDA + the rest of the rack.

What sector is ALAB in?

Astera Labs, Inc. is classified under GICS Information Technology (Semiconductors).

What is ALAB's last close price?

ALAB last closed at $319.74 on 2026-07-16.

ALAB

NASDAQNext earnings·Aug 4AnalystsBuy·22-15%

Astera Labs, Inc.

Information Technology · Semiconductors

$319.74last close

+247.8%~252d

Price

+247.77% over 1Y

1 curated level

Thesis

as of 2026-07-16

Bull case

Structural:

- Pure-play on rack-scale bandwidth between $NVDA GPUs and the rest of the cluster. Every GB200/GB300 NVL72 deployment consumes Aries retimers + Scorpio switches.

- Four-product flywheel: Aries (PCIe/CXL retimers, in-production), Taurus (Ethernet, ramping), Scorpio (PCIe fabric switches, ramping into NVL72), Leo (CXL memory, optionality).

- Hyperscaler design wins across all top-4 (AWS, Azure, Google, Meta) plus Oracle; sole-source or co-source on most AI server platforms.

- Software stack (COSMOS) creates customer lock-in beyond commodity silicon.

- Scorpio Smart Fabric Switch ramps into NVL72 generation lifts ASP per server 5-10x vs retimer-only attach.

- UALink + PCIe Gen6 transitions create forced refresh cycle across installed base.

- Custom ASIC programs ($AVGO, $MRVL territory) expanding TAM beyond merchant retimers.

- Margins structurally higher than commodity semis (fabless, IP-heavy, software-attached).

Bear case

- Top-4 hyperscaler concentration: any single customer pulling in-house (already happening at $AMZN/Trainium) compresses growth.

- $NVDA in-housing risk - NVLink switch is competitive overlap; NVDA controls roadmap timing.

Analyze ALAB· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 2 watchlists

Top correlated· 252d co-movement

0.64
0.57
0.50

Frequently asked questions

Is ALAB in QTUM?: Yes, Defiance Quantum ETF (QTUM) holds ALAB with 1.55% (as of 2026-07-16).
Is ALAB in VB?: Yes, Vanguard Small-Cap ETF (VB) holds ALAB with 0.45% (as of 2026-07-16).
What ETFs hold ALAB?: Astera Labs, Inc. (ALAB) is held by QTUM (1.55%), VB (0.45%).
What AI bubble is ALAB in?: Astera Labs, Inc. (ALAB) is mapped to the Networking / Optical bubble on QuantAbundancia. Astera Labs - AI cluster interconnect: CXL switches, PCIe/Aries retimers, AI server fabric. Pure-play on the bandwidth between $NVDA + the rest of the rack.
What sector is ALAB in?: Astera Labs, Inc. is classified under GICS Information Technology (Semiconductors).
What is ALAB's last close price?: ALAB last closed at $319.74 on 2026-07-16.

ALAB

Price

Thesis

Analyze ALAB· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 2 watchlists

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching ALAB

Recent news· high-signal only

Held by ETFs

Key levels

Facts