Astera Labs in Podcasts

So the good so far, Palantir technology is just still knocking it out of the park. Costco continues to be operated like a well-oiled machine, just a great company. The bad, we look at Astero Labs, which are an investor, and I think it's down like 6% or 7% today. So that's that. And then the ugly. The ugly is the typical company that's been horribly managed and is blaming everything on TRFs.

It's another disastrous day for Astera Labs as the discussions of China and chips ramp up. It's their labs. One of these things I own some of without any great conviction, which is itself a moronic way to invest in stocks. But I will tell you, generally, we invest in index funds and treasuries, and those are the core of the portfolio.

Costco reported good earnings, and that was in all the tier of noise is doing just fine. Now, let's talk about the bad and the ugly. The bad is Astera Labs. Astera Labs is a company where I thought I was a genius because, of course, it had been so up when I first received my shares of Astera Labs. Now, of course, it's been a disaster, and today is no different.