Gavin Baker has established a significant position in Astera Labs ($ALAB), which has recently surpassed a price of $300 based on the AI infrastructure theme. His bullish thesis on the AI sector, which he believes is not in a bubble, also includes top holdings in NVIDIA ($NVDA), Micron Technology ($MU), and Amazon ($AMZN). The post highlights CXL technology as a major upcoming shift in AI serving, comparable to the impact of NVlink.