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
prije 4 tjedna
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
prošli mjesec
What your average and number of stock
Hi Pal,
What is your average price and how much number of ANET stocks?
Ajjjj
prošli mjesec
Thoughts
Do you guys think it’s a good entry now ?
StockLearner
prošli mjesec
Arista Network Worth in 5 years
Hi Investors,
What is your opinion about ARISTA Stock price in 5 years?
Dreams212
prošli mjesec
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
prije 2 mjeseca
what the hell
what has happened lol
NoRiskNoFun
prije 2 mjeseca
Arista Networks Q1 2026 earnings 📊
Sid89
prije 2 mjeseca
Arista Networks, Inc. Earnings: Q1 2026
NoRiskNoFun
prije 2 mjeseca
Arista Networks earnings released
MsAI
prije 2 mjeseca
Arista
Splinthero4
prije 3 mjeseca
Partnership with Fortinet
What do you people think of this?
NoRiskNoFun
prije 4 mjeseca
Arista Networks Q4-25 earnings 📊
ZiomalPanszczyzniany
prije 4 mjeseca
Another AI supply chain winner this week
Sid89
prije 4 mjeseca
$ANET Earnings: Q4 2025
NoRiskNoFun
prije 4 mjeseca
Arista Networks earnings released
ZiomalPanszczyzniany
prije 4 mjeseca
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
prije 8 mjeseci
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
prije 8 mjeseci
ANET Scores a Solid 7/10 🎯
lorts
prije 8 mjeseci
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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Naše nagrade
Česta pitanja
Koja je cijena dionice Arista Networks (ANET)?
Trenutna cijena Arista Networks (ANET) je 162,17 $.
Koji je 52-tjedni maksimum za ANET?
52-tjedni maksimum za ANET je 179,74 $.
Koji je 52-tjedni minimum za ANET?
52-tjedni minimum za ANET je 94,44 $.
Kakva je tjedna učinkovitost ANET?
U proteklom tjednu cijena ANET promijenila se za −3,53 %.
Kakva je mjesečna učinkovitost ANET?
Tijekom proteklog mjeseca, cijena ANET promijenila se za 5,27 %.
Kakva je 3-mjesečna performansa ANET?
U posljednja tri mjeseca cijena ANET promijenila se za 23,57 %.
Kakva je 6-mjesečna performansa ANET?
U posljednjih šest mjeseci cijena ANET promijenila se za 24,03 %.
Kakva je godišnja učinkovitost ANET?
Tijekom protekle godine cijena ANET promijenila se za 87,94 %.