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
för 4 veckor sedan
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
förra månaden
What your average and number of stock
Hi Pal,
What is your average price and how much number of ANET stocks?
Ajjjj
förra månaden
Thoughts
Do you guys think it’s a good entry now ?
StockLearner
förra månaden
Arista Network Worth in 5 years
Hi Investors,
What is your opinion about ARISTA Stock price in 5 years?
Dreams212
förra månaden
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
för 2 månader sedan
what the hell
what has happened lol
NoRiskNoFun
för 2 månader sedan
Arista Networks Q1 2026 earnings 📊
Sid89
för 2 månader sedan
Arista Networks, Inc. Earnings: Q1 2026
NoRiskNoFun
för 2 månader sedan
Arista Networks earnings released
MsAI
för 2 månader sedan
Arista
Splinthero4
för 3 månader sedan
Partnership with Fortinet
What do you people think of this?
NoRiskNoFun
för 4 månader sedan
Arista Networks Q4-25 earnings 📊
ZiomalPanszczyzniany
för 4 månader sedan
Another AI supply chain winner this week
Sid89
för 4 månader sedan
$ANET Earnings: Q4 2025
NoRiskNoFun
för 4 månader sedan
Arista Networks earnings released
ZiomalPanszczyzniany
för 4 månader sedan
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
för 8 månader sedan
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
för 8 månader sedan
ANET Scores a Solid 7/10 🎯
lorts
för 8 månader sedan
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
Denna sida kan innehålla användargenererat innehåll som Trading 212 inte ansvarar för. Skaffa alltid information på egen hand. Trading 212 är en execution only-tjänst, vilket innebär att Trading 212 inte erbjuder några investeringsråd eller någon portföljförvaltning.
Alla presenterade statistik är global. Antalet kunder representerar finansierade Konto.
Utmärkt
Betyg 4,6 / 5 baserat på 95 696 recensioner av
Trustpilot
Betyg 4,6 / 5 baserat på 95 696 recensioner av
Trustpilot
Inbjuden
Convenient and responsive App and great…
Convenient and responsive App and great interest ratea
Inbjuden
Really easy and simple to use and quick…
Really easy and simple to use and quick transfers when needed
Inbjuden
Seamless performance and user-friendly…
Seamless performance and user-friendly interface. Would definitely recommend to those who are planning to start their investing journey.
Inbjuden
Simple & Easy
I find the app very easy to use.
Very simple. Would reccomend this way of saving to others.
Inbjuden
Amazing broker
Amazing broker , very easy for deals and no problems , your many is save 👍👍👍👍
Inbjuden
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!
Inbjuden
Safe,simple and easy
Great website, easy to use. Regular updates. Sit back and do nothing. Couldn’t be simpler. Very happy.
Inbjuden
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.
Inbjuden
Very easy account making/saving…
It’s been so easy to create accounts and start investing/saving would recommend to anyone
Inbjuden
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!
Inbjuden
Easy and stress free
Investing is made very easy with Trading 212.
Inbjuden
Easy to use
Easy to set up easy to use deposit and take out
Inbjuden
The best trading app out there
The best trading app out there. No question
Inbjuden
Easy to use
Easy to use. I love it
Inbjuden
Low fees ETFs + on of the best interest…
Low fees ETFs + on of the best interest rate on cash attached
Inbjuden
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.
Inbjuden
Great app
Great app. Very easy to use. No complications atall
Inbjuden
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.
Inbjuden
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.
Inbjuden
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
Visa några av våra positiva kundrecensioner
Våra utmärkelser
Vanliga frågor och svar
Vad är aktiekursen för Arista Networks (ANET)?
Det aktuella priset för Arista Networks (ANET) är 162,17 $.
Vad är 52‑veckorshögsta för ANET?
Högsta nivån på 52 veckor för ANET är 179,74 $.
Vad är 52-veckorslägstanoteringen för ANET?
Den lägsta nivån på 52 veckor för ANET är 94,44 $.
Vad är den veckovisa prestandan för ANET?
Under den senaste veckan har priset på ANET ändrats med −3,53 %.
Hur ser den månatliga prestationen för ANET ut?
Under den senaste månaden har priset på ANET ändrats med 5,27 %.
Vad är 3-månadersprestandan för ANET?
Under de senaste tre månaderna har priset på ANET ändrats med 23,57 %.
Hur har 6‑månadersavkastningen för ANET varit?
Under de senaste sex månaderna har priset på ANET förändrats med 24,03 %.
Vad är den årliga prestandan för ANET?
Under det senaste året har priset på ANET förändrats med 87,94 %.