The tweet was deleted by the author.
But we saved everything 🙂.
ALAB is set to report earnings after the market close, with an implied move of 12–18 percent. Jonah Lupton, identified as an investor and market commentator, described ALAB as having traded at approximately 100 times next-twelve-months EPS less than six months ago, highlighting its past classification among more expensive AI and semiconductor stocks.
View post on X Loading...
Lupton has recently commented on other semiconductor sector developments. He highlighted a 12% decline in MRVL shares following rumors of a potential LITE acquisition. In a separate note, he reported MRVL's agreement to acquire LITE in an all-stock deal valued at $115 billion. Both updates have kept investor attention on sector valuations and consolidation activity.