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
4 héttel ezelőtt
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
előző hónap
What your average and number of stock
Hi Pal,
What is your average price and how much number of ANET stocks?
Ajjjj
előző hónap
Thoughts
Do you guys think it’s a good entry now ?
StockLearner
előző hónap
Arista Network Worth in 5 years
Hi Investors,
What is your opinion about ARISTA Stock price in 5 years?
Dreams212
előző hónap
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
2 hónappal ezelőtt
what the hell
what has happened lol
NoRiskNoFun
2 hónappal ezelőtt
Arista Networks Q1 2026 earnings 📊
Sid89
2 hónappal ezelőtt
Arista Networks, Inc. Earnings: Q1 2026
NoRiskNoFun
2 hónappal ezelőtt
Arista Networks earnings released
MsAI
2 hónappal ezelőtt
Arista
Splinthero4
3 hónappal ezelőtt
Partnership with Fortinet
What do you people think of this?
NoRiskNoFun
4 hónappal ezelőtt
Arista Networks Q4-25 earnings 📊
ZiomalPanszczyzniany
4 hónappal ezelőtt
Another AI supply chain winner this week
Sid89
4 hónappal ezelőtt
$ANET Earnings: Q4 2025
NoRiskNoFun
4 hónappal ezelőtt
Arista Networks earnings released
ZiomalPanszczyzniany
4 hónappal ezelőtt
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
8 hónappal ezelőtt
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
8 hónappal ezelőtt
ANET Scores a Solid 7/10 🎯
lorts
8 hónappal ezelőtt
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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Néhány pozitív értékelés ügyfeleinktől
Díjaink
Gyakori kérdések
Mennyi most a(z) Arista Networks (ANET) részvényárfolyama?
A(z) Arista Networks (ANET) aktuális ára: 162,17 $.
Mennyi a(z) ANET 52 hetes csúcsa?
A(z) ANET 52 hetes csúcsa 179,74 $.
Mi ANET 52 hetes mélypontja?
A(z) ANET 52 hetes mélypontja 94,44 $.
Mi ANET heti teljesítménye?
Az elmúlt héten a(z) ANET ára -3,53%-val változott.
Milyen a havi teljesítménye ANET?
Az elmúlt hónapban a(z) ANET ára 5,27%-val változott.
Milyen volt ANET elmúlt 3 havi teljesítménye?
Az elmúlt három hónapban a(z) ANET ára 23,57%-val/-vel változott.
Mekkora ANET 6 hónapos teljesítménye?
Az elmúlt hat hónapban a(z) ANET ára 24,03%-val változott.
Milyen az éves teljesítménye a(z) ANET?
Az elmúlt évben a(z) ANET ára 87,94%-val változott.