$Arista Networks (ANET.US)$With prevalence of momentum trading by machine, investing in growth stocks is such a dangerous act. A change of sentiment or technicals means more than doubling or halfing, even with the same fundamentals. There seems no effective strategy to go against momentum trading. I am pretty sure, statistically speaking, momentum trading should not win much more than 50% of the time over the long term.
Arista just delivered a strong Q1 — revenue up 27.6% YoY, EPS beat, and gross margins above 64%. It’s also ramping up AI-related revenue, expecting $1.5B in 2025, thanks to demand from hyperscalers like Microsoft and Meta. Why I’m bullish: • Expanding beyond cloud into enterprise and campus networks • Leading in Ethernet-based AI data center buildouts • Strong balance sheet with $1.5B buyback authorization • Long-term beneficiary of AI + cloud infrastruct...
US Market US equity markets ended the week higher, with the$E-mini S&P 500 Futures(JUN5) (ESmain.US)$and$E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$rising 2.98% and 3.42%, respectively, supported by strong employment data and easing trade tensions. The US economy added 177,000 nonfarm jobs last month, surpassing Bloomberg's consensus estimate of 138,000, while the unemployment rate held steady at 4.2% in April. Meanwhile, PCE prices rose 2.3% YoY in ...
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Cui Nyonya Kueh
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Hi where is Mr Lim? Today no class., no announcement. Everyone was waiting.
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FOMC Press Conference, March 19, 2025
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This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
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Arista Networks Stock Discussion
Why I’m bullish:
• Expanding beyond cloud into enterprise and campus networks
• Leading in Ethernet-based AI data center buildouts
• Strong balance sheet with $1.5B buyback authorization
• Long-term beneficiary of AI + cloud infrastruct...
bull?
US equity markets ended the week higher, with the $E-mini S&P 500 Futures(JUN5) (ESmain.US)$ and $E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$ rising 2.98% and 3.42%, respectively, supported by strong employment data and easing trade tensions. The US economy added 177,000 nonfarm jobs last month, surpassing Bloomberg's consensus estimate of 138,000, while the unemployment rate held steady at 4.2% in April. Meanwhile, PCE prices rose 2.3% YoY in ...
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