I'm heading out to a dinner with a friend so I'll make this short... $ALAB absolutely demolished Q2 earnings and gave insane Q3 guidance. In full disclosure I have not listened to the call yet, I'll do that after the dinner. Q2 revs of $392M vs $360M Q2 revs up 104% YoY Q3 revs guidance of $540-560M, vs $417M est. Q3 revs guidance implies 140% YoY growth $ALAB just beat their Q2 guidance by 8.9%, I'm pretty confident they'll do it again in Q3 which means Q3 revs are probably up 150% YoY $ALAB is now accelerating revenue growth YoY from 104% to 140-160% $ALAB did come into Q2 earnings after a massive 50% rally from the lows last week so this might be some profit taking. Sell side will need to raise their estimates for the next 12 months by at least 20-25% $ALAB is not cheap but whe
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