- RH is down 50% year to date and continues to struggle despite possible tariff relief. Is it the tariffs or is it the management?
See “RH Stock Slides 23% in 3 Months: Should You Buy the Dip or Wait?” https://lnkd.in/g_QeHm88 - Astera Labs jumped more than 9% yesterday. It remains down 26% year to date after going public last year.
See https://lnkd.in/gm7iB4aA.
“Astera Labs, Inc. (ALAB): A Bull Case Theory”. Insider Monkey.
Personal Insights & Reflections
Always try and frame things to “I get to do it vs I have to