

Leaps With Ankur 🚀
208 posts

@LeapsWithAnkur
long-term value + growth investor 💰 $AMZN $GOOGL $AMD $META $SOFI $IGV; Opinions are my own, not financial advice.




I bought: $NVDA at $4 $PLTR at $10 $RKLB at $4 $TSLA under $100 $CRWD at $65 $AMD at $66 $MSFT at $26 $SOFI at $5.50 $NET at $27 $AVGO at $29 Many others before the masses. 🔥 I'm often asked: What's next? 🤷🏻♂️ If I were a young investor with high risk tolerance eyeing a potential 10x long-term play, I'd load up on $ALAB (Astera Labs). Here's why: • Leader in AI infrastructure connectivity—semicon solutions powering hyperscalers' rack-scale AI with PCIe/CXL tech & smart cables. • Explosive growth: Revenue doubled to $396M in 2024 (+242% YoY), crushing Q2 estimates & guiding strong ahead amid AI boom. • Strong Buy consensus from 16 analysts—outpacing semis industry returns, with innovative products like Leo/Scorpio driving market share gains. • AI demand exploding; partnerships with $AMD, OpenAI, $NVDA, $AMZN AWS, $MU, Alchip, QCT & more could supercharge it. High volatility? Yes. Could I be wrong? Sure. Massive upside potential? Absolutely. DYOR, NFA! What's your take? 🚀 #AI #Stocks








UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM • Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA






