Portfolio clean up time! Following the AI flow and shifting capital into immediate growth. Here’s what’s moving:
OUT:
$UUUU (Energy Fuels Inc) Closing at a loss. Already holding $CCJ (Cameco Corp) for uranium exposure.
$RTX (Raytheon-Technologies) Too defensive for the current trend.
$IONQ (IONQ Inc) Great tech, but quantum is still years away. Reallocating to near-term momentum.
IN:
$AAOI (Applied Optoelectronics Inc)
> Industry: Optical networking. Essential for data centers pulling high AI workloads.
> Financials: Revenue surged 83% in 2025 to a record $456M. Recent TTM hit $507M (up 64% YoY).
> CEO Quote: "We enter 2026 with strong momentum."
$ANET (Arista Networks Inc) (Arista Networks)
> Industry: Cloud networking & AI data center switching solutions.
> Financials: Record 2025 revenue of $9B (+28.6% growth) with massive 64.6% gross margins.
> CEO Quote: Jayshree Ullal forecasts hitting $11B in revenue this year, noting their total addressable market has nearly doubled.
Let's see how this rebalance plays out.
Keep investing!
Ollie ✌️
SapTijada
πριν από 4 εβδομάδες
Interesting
Out of all the A.I. stocks this seems to be one of the "cheaper" ones. Data centres need to talk to each other fast. This could be where the next market rotates to next after memory. Especially now that memory stocks have run so much. I wonder how photonics will affect networking though. Anyone with knowledge here?
StockLearner
προηγούμενος μήνας
What your average and number of stock
Hi Pal,
What is your average price and how much number of ANET stocks?
Ajjjj
προηγούμενος μήνας
Thoughts
Do you guys think it’s a good entry now ?
StockLearner
προηγούμενος μήνας
Arista Network Worth in 5 years
Hi Investors,
What is your opinion about ARISTA Stock price in 5 years?
Dreams212
προηγούμενος μήνας
What’s your average ?
Just started to invest in this as one of my long term holds and yep my luck dropped even more lol
Intriguied to know people’s average on ANET? Are you buying the dip or looking for a way out?
nedbarnett
πριν από 2 μήνες
what the hell
what has happened lol
NoRiskNoFun
πριν από 2 μήνες
Arista Networks Q1 2026 earnings 📊
Sid89
πριν από 2 μήνες
Arista Networks, Inc. Earnings: Q1 2026
NoRiskNoFun
πριν από 2 μήνες
Arista Networks earnings released
MsAI
πριν από 2 μήνες
Arista
Splinthero4
πριν από 3 μήνες
Partnership with Fortinet
What do you people think of this?
NoRiskNoFun
πριν από 4 μήνες
Arista Networks Q4-25 earnings 📊
ZiomalPanszczyzniany
πριν από 4 μήνες
Another AI supply chain winner this week
Sid89
πριν από 4 μήνες
$ANET Earnings: Q4 2025
NoRiskNoFun
πριν από 4 μήνες
Arista Networks earnings released
ZiomalPanszczyzniany
πριν από 4 μήνες
Earnings today, where it will go next?
I feel bullish about this one and in my opinion it might follow VRT rally after earnings are announced later today. Oh, and it ticks my boxes as well:
1) AI supply chain- benefits directly from hyperscaler capex
2) US politicians loaded up last year
3) clear accumulation on weekly chart
Peterscraps
πριν από 8 μήνες
Sometimes the market humbles me
I expected ANET to drop a little given the NASDAQ sentiment today. what I did not expect was it dropping worse than SMCI on polar opposite expectations.
I guess the the lifeboat that sinks faster is heavier.
Sid89
πριν από 8 μήνες
ANET Scores a Solid 7/10 🎯
lorts
πριν από 8 μήνες
oh boy
man they did them dirty, feels like palantir which also went down after a good report just for a matter of correcting the price. didn even give them time to breathe damn
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Παρουσίαση μερικών από τις θετικές κριτικές των πελατών μας
Τα βραβεία μας
Συχνές ερωτήσεις
Ποια είναι η τιμή της μετοχής Arista Networks (ANET);
Η τρέχουσα τιμή του Arista Networks (ANET) είναι 162,17 $.
Ποια είναι η υψηλότερη τιμή 52 εβδομάδων του ANET;
Το υψηλό 52 εβδομάδων για το ANET είναι 179,74 $.
Ποια είναι η χαμηλότερη τιμή 52 εβδομάδων του ANET;
Το χαμηλό 52 εβδομάδων για το ANET είναι 94,44 $.
Ποια είναι η εβδομαδιαία απόδοση του ANET;
Την τελευταία εβδομάδα, η τιμή του ANET έχει αλλάξει κατά -3,53%.
Ποια είναι η μηνιαία απόδοση του ANET;
Τον τελευταίο μήνα, η τιμή του ANET έχει αλλάξει κατά 5,27%.
Ποια είναι η απόδοση 3 μηνών του ANET;
Τους τελευταίους τρεις μήνες, η τιμή του ANET έχει αλλάξει κατά 23,57%.
Ποια είναι η απόδοση 6 μηνών του ANET;
Τους τελευταίους έξι μήνες, η τιμή του ANET έχει αλλάξει κατά 24,03%.
Ποια είναι η ετήσια απόδοση του ANET;
Τον τελευταίο χρόνο, η τιμή του/της ANET έχει αλλάξει κατά 87,94%.