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Nasdaq-100 Index Quarterly Changes - Added: Astera Labs, Inc., CoreWeave, Inc., Nebius Group N.V., Rocket Lab Corporation, Teradyne, Inc.
The AI/Compute rotation is real: Nasdaq 100 adds ALAB, CRWV, NBIS, RKLB, TER.
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
CRWV feels like one of the purest AI infrastructure bets now, but is the runway already priced in?
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
In anticipation of NVDA earnings report, I bought a lot of stock.
Took 1k to 18k. Doing it again from 1k. Day 3 update. Took profits on ALAB.
Is ALAB Stock Too Expensive? Astera Labs' AI Rally Faces a 165x Valuation Test
The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
Believe in the future of optical technology, but also understand it: ALAB breaks through $193, and the optical communications industry chain is gaining momentum
Bezoz is still holding $RIVN at 90% of his portfolio, why?
I sold 135 SPY + 50 QQQ and used the $$$ and $150,000 in margin to short stocks the 1st time and didn't go bankrupt and I have 650 USO.
5 Solid Names I'm looking at tonight into next week.
What are the top three must have stocks in your portfolio for the next five years?
Could POET be an acquisition target after ALAB's acquisition of aiXscale yesterday?
Could POET be an acquisition target after ALAB's acquisition of aiXscale yesterday?
I'm a full time trader and this is my review of the technical structure of the overall index and individual stocks to properly contextualise this week's price action.
Everybody Walk The Dinosaur - Oracle Turned On Lights To The AI Party
My thoughts on some small-cap AI stocks
Everyone’s chasing Nvidia, while the real prize is the owners of the streets and highways.
Everyone’s chasing Nvidia, while the real prize is the owners of the streets and highways.
This mental map revealed patterns that could lead to the next 10x plays in AI
This mental map revealed patterns that could lead to the next 10x plays in AI
Last month, I predicted that ALAB would rise. Today, many people followed my advice and made a lot o
The return on this ALAB $150 call option trade is absolutely insane!📈
Astera Labs ($ALAB) is up 15% AH. From the earnings commentary, this is the core of the upside.
If UNH drops back to 270-280 range, would it be a good buy?
Thoughts on ALAB ahead of earnings call?
Mentions
Astera Labs ALAB Stock now at $245.5 Down almost $100 in five days. How much is too much? Makes me think this thing is queuing up for an earnings beat. A beat that the market wants to crash out on. Slam it back to $200?
I couldn't find it. I also looked for an Invert Positions button, but I can't find that one either. I did find some green though. BE, IREN, CRWV, RKLB, ARM, ALAB puts I sold are bright fucking green, big numbers too.
Last month QQQ changes will go down as their biggest fuck in a long time. ALAB/CRWV/NBIS/RKLB/TER/SPCX. Completely fucked.
If ALAB Dumps to 250 I will buy calls
Because of its size. It's the largest company in the world, they're not the high torque play they used to be, they are a few years into the growth curve now. To get higher torque you have to buy smaller companies like MRVL, ALAB (of course they are also getting slammed way harder right now for the same reason).
Wasn't ALAB just at $430 a few days ago? Whoa
And ALAB.. damn these A's
Guys, do you have any tickers in mind that go up with a regard strength after every pullback? For "buy the dip" and "sell the rip" strategy. SNDK was quite good, but it lost most of the momentum because of SKHY. SKHY is too unpredictable now, I'm not touching it for a while. AMD seems to be the strongest one out of all semis and AI tech. With DELL and HPE maybe? ALAB, MRVL, BE, GLW had been very quiet recently.
I have bought so many AI hype stocks in April/May. But I couldn’t hold it. Including AXTI LITE MRVL COHR AEHR ANET AMAT ALAB AMD and decided I shouldn’t buy stocks, I should buy ETFs instead
I went rummaging through the bargain bin this afternoon and considered DRAM, INTC, MRVL, ALAB, IONQ, SPCX, shit I almost bought 100 shares of SMR. How I ended up on ORCL, I don’t fucking know
I am 80% AI and semi plays. I do want to cut some stuffs out, but not the top semi companies. I have entered into several small positions that were all companies with no P/E. Should have known better. Sticking with my $MU $LRCX $VRT $ALAB which are big payback positions. Can't do it today, though. Need to wait for recovery of some sort.
ALAB discounted like a mofo. Hop in while you can
ALAB getting absolutely obliterated
The most volatile ones. Lately- GLW, BE, ALAB, and AAOI have been juicy
Just buy CRDO and ANET for high-speed copper, a mini ETF of ALAB, MRVL, AVGO, COHR, or LITE for CPO/laser. When you see a CPO/laser stock run reallocate to the runners. I'm thinking networking will take off based as data center builds get to the point of buildout and next gen NVDA, TPU, and Meta chips get installed.
High speed networking. CPO: LITE, ALAB, COHR, MRVL, AVGO High Speed Copper: CRDO and ANET and above. I'm in all, big. Especially CRDO.
I'm not a professional, but I've put fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more (MSFT is priced really great right now, AMZN is pretty low too). Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.
Do you see CRDO and ALAB as competitors? Which do you see more utilization or prefer? Technically they had complementary products but looks like they are rolling out products that move into each other's territory.
I'm all cash now and don't know what to do. BE, AMD, ALAB pumped, but on the other hand GLW, MRVL, AMAT and memory did not. From premarket you could not tell which of them could moon. (but now its kind of meaningless to buy any of them) MAG7 are also flattish..
Today is not a day to overreact. Most of today's action is just quarterly mechanics (new quarter starting and a lot of big funds are likely taking profit on semis that ran up into yesterday's close). Look at the names that ran up big the past week: ALAB, AMAT, KLAC, LRCX, GLW, AMD; those are the names that are down the most.
Am I ever going to get an entry on ALAB???
Its better to FOMO with GLW, ALAB, ASTS I suppose
Sorry tendies fam. Sold this morning and bought ALAB calls at the dip. Shit ripped Wendy a new frosty hole.
Astera Labs ALAB has been killing it for the last 3 months and no one is posting about it.
CRDO usually trades near the price of ALAB, rn there’s a huge share price disparity, I think CRDO is in for a ripper to catch up
$ALAB, $GLW, & $LCRX heavy port going brrt
AMAT, ALAB & LRCX ATHs today of all days
If you followed the pattern during the previous week (and today), this mechanical selling starts at 9.30 (or later), it then stops around 10.10-10.15 and reverses the direction. The next selling wave starts around 10.35. For instance if you entered ALAB calls at 10.15, you would have made a lot of money on this reversal. I'm wondering if this pattern repeats tomorrow. So this time around 10.15 looks like a good moment to buy the dip. (Though it might dip even more after lunch)
SNDK- 40% AMD- 30% ALAB- 20% ARM- 10% I am not sure when exactly nor at what dollar intervals, but this is the idea.
Chat MRVL, NBIS, ALAB are multi baggers, dong let this dip arid you away from the winners
Not exactly, I always have a thesis but I am a very active trader so the portfolio changes a lot. I had big positions in APLD, ARM, ALAB, and INTC but rotated out recently
I’m curious if I ALAB ALAB ALAB, will the stock rise or fall in the next half hour.
I thought I was regarded selling a covered call for ALAB 2 months ago, lost out on 20K of gains but holy fuck
Hey your ALAB at 400 today. Dip to 350? Unlikely, but double down. 300? Full port leaps
Not a bad take by any means. I just feel like if you're young, the biggest thing is time. It's much better to invest in your education and career to get a good salary to build up things like 401K and that nest egg before making picks. I've only been stock picking for like 3 years, but I've been really successful. A lot of trial and error, but part of it is I work from home and I can look and follow stocks pretty closely. For most people, I think they can actually beat the market, but it takes time, work, and some luck to be honest. Like I spend weekends and weekdays screening and researching companies. You can spend all this time and still get things wrong. That's why for most people, it's really not worth it, unless you really like researching. I think investing can be a hobby if you treat it that way. Even the case of OP, the names he suggested are both non profitable companies. It's more speculating than investing at that point. Which isn't a bad thing, but they are taking picks where one has already gone up like 1000% in 1Y. The alpha is more or less gone there lol. I think also just it's a younger generation thing. I'm in my mid to late 30s, so I think the generation growing up now just wants quicker results. I mean I can't blame them, like you see some names like ALAB and CRDO that have like 2x or 3x in a few months, it's really tempting. However, with so low capital, there really isn't a great risk vs reward. I think just doing the boring index and compounding until you actually have some capital to make a difference.
There are some filthy parabolic trendline/standard deviation squeezes going on in CRDO - ALAB -- BE right now Only 2 more days of room before an explosion in either direction needs to happen
Big red day after a very nice previous week. Today’s a nice opportunity to enter … I think … unless we see even more red within the next few days. Regardless idk if I should be adding more into my SMH and DRAM holdings or actually use this chance to get into some other stocks. MU, NBIS, ALAB all three I’m eyeing right now just not sure. What’s everyone else feeling about today ?
ALAB - BE - CRDO - TTMI Only 4 AI stocks I could find above their support levels and with little resistance above
So that means nobody's selling ALAB. ALAB to the moon tomorrow then. Prob 1000 per share by the end of the week.
Among the 4 high profile stocks added to the NASDAQ 100 today, NBIS, RKLB, WhoreWeave (AKA DebtWeave), and ALAB, only ALAB ended the day in the green and it was up a decent amount of 5%.
Everyone likes ALAB here at $440 but no one will like it when it’s back to $200
Sell it and buy DRAM, ALAB , VRT work your way back to break even with the data center.. yes.. yes you are fucked
Only stocks going up SNDK and ALAB? Two stocks I refuse to buy as they sky rocket day after day ffs
I want to buy a dip but not any random garbage dip.. MU, SNDK, MRVL, ALAB maybe.
Ha! 15% today gets us to up 15% YTD. In any normal year, that would be pretty good, but compare SMCI to practically *any other company involved in AI infrastructure buildout* and the performance is terrible. Good luck, though. I am rooting for SMCI while I have my stock in DELL, SNDK, MU, CRDO, NBIS, ALAB, and other companies whose stocks are actually going up.
Ok I just read all the comments and I don’t think anyone asked what % of your total portfolio is MRVL, ALAB and ASML? That’s important to know. Also, how old are you? This also should weigh on your decision. Personally, I’ve held stocks to 1000% gains (i.e. NVDA) and am still holding. But on the flip side, I’ve held stocks that I was up 100s of % on and thought it would keep going, only to watch it go lower and lower and lower all the while thinking it’ll bounce (it did not). Now at this point I’m holding until/if it recovers but only because it’s about 10% of my portfolio. You don’t want to be in this situation. For example, if ALAB drops 30% next month, are you holding or selling? What if it drops another 30% the following month? And so on. At a minimum, as everyone else suggested, TRIM. In this weird market/Trump era, I take profits when I got them. Do I miss out on some more? Sure. But I’m fine with a few 100% in a few weeks to months. Then when there’s a dip, I buy back in. Rinse and repeat until the dip just keeps on dipping. To be clear, I buy the dip with 2028 calls. I use about 40% of my portfolio for options, the rest is shares in solid companies I’m holding till I retire (AAPL, MSFT, HD, GOOGL, JPM, etc)
Well at least take you original investment out and let the rest ride ....I made a huge mistake selling semis before trump got in office thinking like you ...sold 6 shares of MU for $98. sold half my ALAB at avg price of $102 avg and look at it now 😭learn from me
APLD has been a bit of a laggard. I've gotten frustrated during the retests but I like the chart and the backlog, feels like its primed for a big run. Holding NBIS since 110 too. Also in CRDO which seems to be breaking out but its been volatile. It sort of tracks ALAB and ALAB already had its next leg up, so hoping for something similar maybe a move to the mid 300s.
ALAB to 300 CRDO to 200 imma buy leaps
You can switch to ALAB, it's better
Wow a day when ALAB isn't up 5% rare. Time to go full port?
No. I have been trading just stocks, 2x leverage tickers such as MUU and NEBX when I see a good set up. I’ve been trading MRVL, MU, SNDK, IREN, ALAB, CRDO, NBIS this past month. I try to stay with the same basket I trade around and I’m familiar with. And yeah you’re right, they have been very volatile lately.
Multi bagger stocks by 2027, NBIS, ALAB, and MRVL put all these on your watchlist
Today was bullish AF with all the gains being well digested right on the all time hig For this next leg up I'm going smaller market cap satellites ALAB-TTMI-AMKR-HPE Core positions in AVGO as it climbs back and MRVL as it has its Micron moment later this year
ALAB and CRDO sitting this one out.
These stocks are getting added to the NASDAQ 100 in 10 days: RKLB, ALAB, CRWV, NBIS, TER... bol'ish
Please dump ALAB to 300 I promise I’ll buy this time🙏🏻
The five companies being added to the index are: Astera Labs Inc. (NASDAQ: ALAB) CoreWeave Inc. (NASDAQ: CRWV) Nebius Group N.V. (NASDAQ: NBIS) Rocket Lab Corporation (NASDAQ: RKLB) Teradyne Inc. (NASDAQ: TER).
Astera Labs (ALAB), CoreWeave (CRWV), Nebius (NBIS), and Teradyne (TER) are being added to Nasdaq 100 on 22nd June. Are they guaranteed to go up?
I saw ALAB at 215 and thought, I’ll wait for a pull back 🤡
Networking for the clusters required to train and run these models is also growing incredibly fast. ALAB and MRVL are flying because of it.
NASDAQ announced changes to the NASDAQ-100 Index effective June 22, 2026, adding five companies and removing five others in its quarterly rebalance. The five companies being added to the index are Astera Labs Inc. (NASDAQ: ALAB), CoreWeave Inc. (NASDAQ: CRWV), Nebius Group N.V. (NASDAQ: NBIS), Rocket Lab Corporation (NASDAQ: RKLB), and Teradyne Inc. (NASDAQ: TER). Five companies will be removed from the index: Charter Communications Inc. (NASDAQ: CHTR), Cognizant Technology Solutions Corporation (NASDAQ: CTSH), Insmed Incorporated (NASDAQ: INSM), Verisk Analytics Inc. (NASDAQ: VRSK), and Zscaler Inc. (NASDAQ: ZS). The changes take effect before market opening on June 22, 2026, according to the company's statement. The NASDAQ-100 Index measures the performance of 100 of the largest NASDAQ-listed non-financial companies. According to NASDAQ, the index is tracked by more than 200 investment products with over $800 billion in assets under management
Everyone sleeping on ALAB
RKLB, ALAB, CRWV getting added to nasdaq-100 June 22
And ALAB, I wanted in been so patient, someone FOMO is good I guess
This - -- Nasdaq (Nasdaq: NDAQ) today announced the results of the June 2026 quarterly rebalance of the Nasdaq-100 Index® (NDX®), which will become effective prior to market open on Monday, June 22, 2026. The following five companies will be added to the Index: Astera Labs, Inc. (Nasdaq: ALAB), CoreWeave, Inc. (Nasdaq: CRWV), Nebius Group N.V. (Nasdaq: NBIS), Rocket Lab Corporation (Nasdaq: RKLB), Teradyne, Inc. (Nasdaq: TER). The following five companies will be removed from the Index: Charter Communications, Inc. (Nasdaq: CHTR), Cognizant Technology Solutions Corporation (Nasdaq: CTSH), Insmed Incorporated (Nasdaq: INSM), Verisk Analytics, Inc. (Nasdaq: VRSK), Zscaler, Inc.
ALAB was at 300 two days ago wtf
They help memory cost effectiveness. It’s a paradox.. ALAB is more fun
ALAB plz give me another shot at 300 i promise to buy
I want ALAB for under 300, CRDO for under 200. too much to ask? or just wait a bit longer.
another leg down in the next day or two i would think. If I can get ALAB under 300 Im going to buy a bunch more. Optics names as well CRDO so bullish
You should have got MRVL, NBIS, COHR, ALAB calls instead
Idk if anyone is in CRDO but it held up really well on Friday which seems bullish. It also sold off on earnings but got bought up quick. Some bullish price behavior. Not 1 to 1 but it tracks ALAB a bit which ran like 60% on a delayed reaction after earnings.
Let it ride till Friday and get more DRAM, MRVL, ALAB
I have made my fair share of gains with AI stocks and still owns some, that’s why I know what they are valued at and the in built expectations. You have very trendy companies like AAOI, Crdo, LITE, ALAB and a bunch of DRAM makers trading at historically very high valuations; there are a lot of growth expectations in built into that; it can be justified, but for it to be justified for all of them, you need capex to increase tremendously. These things are cyclical hardware companies priced at 100xPE in many cases; even a few points of slowdown on revenue and they will drop by 20% in the afterhours. I’m not saying hyperscalers will stop spending, I’m saying that there’s a real limit on how much more they can spend each year and how fast that spending will grow; but the valuations of the semi industry as a whole do not reflect that. In 2026 it is around 800 billion, and a lot of the players are already resorting to equity financing(Google, Nebius). A few months ago Oracle and Coreweave were literally making headlines for how difficult financing using private credit has become as well. These companies are fcf negative, we cannot ignore the fact that there is a limited amount of cash in the system and pretend it’s made up, as much as finance seems to be like that now adays, there are still limits, otherwise my CRWV will be getting bonds at 5% yield rather than 10%. So my question is, what’s it going to be in 2027? 1 trillion? Then what? Keep diluting every year until infinity or when AI can make back the 1 trillion per year in free cash flow? And what if they simply take it, slightly slower and hold the capex constant at 800 billion per year? You don’t get triple digit revenue growth from ALL the players when capex don’t increase as substantially.
CRDO ALAB OUST COHR on my shopping list this week
ALAB, got in at $190, sold around $206 as I was didn’t believe in the company. Until the correct on Friday, the stock has doubled and was around $400/share.
this year alone i bought 250 shares of AAOI at $39 and paper handed around 60. bought 150 shares of MRVL at 89 and paper handed that. same with ALAB from 165 and a few more, its harder to watch a position move up 10 to 20 grand right after you sell than it is to take a loss sometimes, because at least you "know you were wrong" and could accept it.
Sure! GLW is more along photonics but could be included in that. I'm in on GLW, AAOI, MRVL for now. Oh also ALAB but I'm not in on that for now. Other traditional players in this space are AVGO and CRDO
Simply, If MU, SNDK, AMD, ARM, ALAB, NBIS, MRVL, INTC, and SOXL drop 10% next Mon, buy more and pray for the miracle
I had multiple shorts positions on AMD, CLS, ALAB, MRVL, ARM that I closed for loss yesterday but today those would have been easy 2X-5X depending on when I would have closed....but here am breaking my head all day at work and I see you and feel bad for you now.... my port was finally at breakeven last week around 53k but today back to 45K..should have sold everything except for ASTS.. lets see what is on sets for next week....
Rotated around from ALAB, TSLA, SOUN, and RDDT, and now I bet it all on bitcoin lol it could be my first loser but it seems like a bottom. MSTX is a decent move short term if you plan on following but it is a big gamble
I gauge what I throw my money at by how many downvotes I get. Made bank on Tesla, then ALAB, then RDDT, then SOUN and now I rotated into bitcoin. People just mad they’re losing money that’s it.
ALAB printing that shit been going up and up
$ALAB you beautiful bitch thank you
ALAB green today god bless
Looking for financial advice from the experts here, where do I full port on margin: CRDO, ALAB or MRVL