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 weken geleden
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
vorige maand
What your average and number of stock
Hi Pal,
What is your average price and how much number of ANET stocks?
Ajjjj
vorige maand
Thoughts
Do you guys think it’s a good entry now ?
StockLearner
vorige maand
Arista Network Worth in 5 years
Hi Investors,
What is your opinion about ARISTA Stock price in 5 years?
Dreams212
vorige maand
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 maanden geleden
what the hell
what has happened lol
NoRiskNoFun
2 maanden geleden
Arista Networks Q1 2026 earnings 📊
Sid89
2 maanden geleden
Arista Networks, Inc. Earnings: Q1 2026
NoRiskNoFun
2 maanden geleden
Arista Networks earnings released
MsAI
2 maanden geleden
Arista
Splinthero4
3 maanden geleden
Partnership with Fortinet
What do you people think of this?
NoRiskNoFun
4 maanden geleden
Arista Networks Q4-25 earnings 📊
ZiomalPanszczyzniany
4 maanden geleden
Another AI supply chain winner this week
Sid89
4 maanden geleden
$ANET Earnings: Q4 2025
NoRiskNoFun
4 maanden geleden
Arista Networks earnings released
ZiomalPanszczyzniany
4 maanden geleden
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 maanden geleden
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 maanden geleden
ANET Scores a Solid 7/10 🎯
lorts
8 maanden geleden
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
Deze pagina kan door community's gemaakte inhoud bevatten waarvoor Trading 212 niet verantwoordelijk is. Doe altijd je eigen onderzoek. Trading 212 is uitsluitend gericht op orderuitvoering. Wij bieden geen beleggingsadvies of portefeuillebeheer.
Alle gepresenteerde statistieken zijn wereldwijd. Het aantal klanten vertegenwoordigt gefinancierde Accounts.
Uitstekend
Beoordeeld met 4,6 / 5 op basis van 95.696 beoordelingen op
Trustpilot
Beoordeeld met 4,6 / 5 op basis van 95.696 beoordelingen op
Trustpilot
Uitgenodigd
Convenient and responsive App and great…
Convenient and responsive App and great interest ratea
Uitgenodigd
Really easy and simple to use and quick…
Really easy and simple to use and quick transfers when needed
Uitgenodigd
Seamless performance and user-friendly…
Seamless performance and user-friendly interface. Would definitely recommend to those who are planning to start their investing journey.
Uitgenodigd
Simple & Easy
I find the app very easy to use.
Very simple. Would reccomend this way of saving to others.
Uitgenodigd
Amazing broker
Amazing broker , very easy for deals and no problems , your many is save 👍👍👍👍
Uitgenodigd
Love the Trading 212 App it’s great fun…
Love the Trading 212 App it’s great fun to use and it’s really intuitive in helping you to monitor your investments as they grow!
Uitgenodigd
Safe,simple and easy
Great website, easy to use. Regular updates. Sit back and do nothing. Couldn’t be simpler. Very happy.
Uitgenodigd
Great app and easy to use
The Trading 212 app is easy to use and I like the fact you can see your investment grow on a daily basis.
Uitgenodigd
Very easy account making/saving…
It’s been so easy to create accounts and start investing/saving would recommend to anyone
Uitgenodigd
Best app
This investment app is very easy to use and has a user-friendly interface. I feel confident knowing my money is secure, and the investment process is simple and straightforward. The customer support is also responsive and helpful whenever needed. Highly recommended for anyone looking for a reliable investment platform!
Uitgenodigd
Easy and stress free
Investing is made very easy with Trading 212.
Uitgenodigd
Easy to use
Easy to set up easy to use deposit and take out
Uitgenodigd
The best trading app out there
The best trading app out there. No question
Uitgenodigd
Easy to use
Easy to use. I love it
Uitgenodigd
Low fees ETFs + on of the best interest…
Low fees ETFs + on of the best interest rate on cash attached
Uitgenodigd
Great experience.
Orders execution is really smooth, level of transparency is amazing when it comes to clear track of transactions and pies is very helpful.
If they just can enable higher freedom when it comes to communication between members in one community/pie, it will be amazing.
Uitgenodigd
Great app
Great app. Very easy to use. No complications atall
Uitgenodigd
Great even for beginners
Really easy to use and track investments. Fees are clear and fair.
The ability to communicate with other investors for support is a good feature, especially for beginners.
I'm a newbie to stocks and shares, this app has been perfect to learn with as well as actual investments.
Uitgenodigd
T212 - The SIPP’er heros.
The Trading 212 team pretty much does all the heavy lifting when setting up a SIPP, you do need to supply the obvious details, and will most likely need to respond to your previous pension provider to confirm your sure with the transfer. But as far as pension pot transfers go, T212 is fantastic! They looked into potential loss of protected terms and brought this up quickly for me to make a decision. The response time from the team is really quick and professional- I cant recommend them enough. I also really like the SIPP interface on the app, its really easy to understand and is seamless with your other investment accounts. 10/10.
Uitgenodigd
Great site makes investing very easy…
Great site makes investing very easy and exciting, still a little confused on some things but getting there, thanks
Dit is een aantal positieve klantbeoordelingen
Onze toekenningen
Veelgestelde vragen
Wat is de aandelenkoers van Arista Networks (ANET)?
De huidige prijs van Arista Networks (ANET) is $ 162,17.
Wat is de hoogste koers in 52 weken van ANET?
De hoogste koers in 52 weken voor ANET is $ 179,74.
Wat is het 52-weeks dieptepunt van ANET?
Het 52-weeks dieptepunt voor ANET is $ 94,44.
Wat is de wekelijkse prestatie van ANET?
In de afgelopen week is de prijs van ANET veranderd met -3,53%.
Wat is de maandelijkse prestatie van ANET?
In de afgelopen maand is de prijs van ANET veranderd met 5,27%.
Wat is de 3-maandsrendement van ANET?
In de afgelopen drie maanden is de prijs van ANET met 23,57% veranderd.
Wat is het rendement over 6 maanden van ANET?
In de afgelopen zes maanden is de prijs van ANET met 24,03%veranderd.
Wat is de jaarlijkse prestatie van ANET?
In het afgelopen jaar is de prijs van ANET veranderd met 87,94%.