---
title: "$Astera Labs(ALAB.US)$Vertiv(VRT.US)Let me talk about some points that seem contradictory to me.1. A"
description: "$Astera Labs(ALAB.US)$Vertiv(VRT.US)Let me talk about some points that seem contradictory to me.1. Alab dropped sharply. The market interpreted it as its collaboration with Amazon, where Amazon locked"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38669213.md"
published_at: "2026-02-11T15:41:16.000Z"
author: "[RH哥哥](https://longbridge.com/en/profiles/12396180)"
---

# $Astera Labs(ALAB.US)$Vertiv(VRT.US)Let me talk about some points that seem contradictory to me.1. A

$Astera Labs(ALAB.US)$Vertiv(VRT.US)

Let me talk about some points that seem contradictory to me.

1\. Alab dropped sharply. The market interpreted it as its collaboration with Amazon, where Amazon locked in its orders in advance, requiring Alab to offer some cheap equity. This would affect Alab's gross margin.

But how to put it, if my company's product is locked in by a major client, I can lower the price a bit. If you buy a lot and pay in advance, it's fine to be cheaper. In the end, as long as the final profit is sufficient, it's okay. It might not be a bad thing; it could be a good thing.

2\. VRT's earnings report actually had some weak points too. For example, its revenue in Asia and Europe showed negative growth, mainly because growth in the US was particularly strong.

But after the earnings report, one was up 20 points and the other down 20 points 😂

I suggest everyone still shouldn't bet on earnings reports; it's hard to predict the ups and downs.

Focus more on the long-term logic!!!

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
