ALAB is trading at 8.2% up now at $174.48 after a sharp rebound from last week’s NVLink-related selloff. The recovery follows strong defense from analysts at Stifel and Morgan Stanley, who dismissed competitive concerns raised by the recent AWS re:Invent news regarding Amazon and NVIDIA’s NVLink Fusion plans. * The stock had previously dropped 13.5% following the AWS re:Invent news concerning Amazon and NVIDIA’s NVLink Fusion plans, which initially raised competitive concerns. * Analysts reiterated bullish ratings and high price targets between $200 and $210, defending Astera Labs’ NVLink position. * The announcement was framed by analysts as expanding Astera Labs’ addressable market, fueling the current recovery.