GrowthInvestingMastery

Astera Labs $ALAB Chart Update Thanks to @GIMastery for finding this gem and sharing this on Saul's board. I got in almost at the bottom last August. And then did well managing this position. My last sell could not have come at a better time. And then on the way down during the Tariff sell off, I kept buying $ALAB. Needless to say, it has paid off handily. Just looking at the chart and valuation, I should sell everything and wait for entry. Again, learnt the hard way, these hyper growth, highly profitable stocks are going to keep attracting investors. Don't get me wrong, it will have wild swings, like 50% correction anyday, but it usually gets back on track fast as well. Ofcourse, the thesis has to be on track. Btw, the yellow arrows - is me playing with selling puts and calls. Note to self - don't fuck around with high flyers and sell covered calls. Got wrecked on this one and turned a nice 1.75% cash addition to my portfolio to just 0.25% - thanks to this misadventure. Chart wise, higher highs and higher lows. Looks good. Can correct 50% anytime, most likely a buying oportunity.

Health in Tech $HIT Chart Update Health in Tech fell off the cliff on medicare cuts news. So far, it has performed very well. I got in very recently and the stock looks mighty undervalued to me. All time highs is almost a triple from here. That's the first stop I think. It will have huge gyrations along the way, as you wound expect with micro caps. So far so good, 30% in the books. I will take my initial investment off once it reaches ath. It's only a 135 mil. market cap. This can easily be a 1 billion dollar company if it executes over the next few quarters. Have to give credit to @GIMastery for finding this gem and sharing it with me. Cheers!

My Reddit $RDDT earnings expectation for Q2 2025 Revenue: 450 mil. 2025 Guidance: 1.95B to 2B Gross Margin: 89% - 90% FCF: 30% - 35% Reddit does this and I will add to my position on any pullback. Otherwise, reevaluate. Let's circle back Thursday evening after earnings report.