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Arista Networks Stock Discussion

韭菜变主力

May 10 08:24

$Arista Networks (ANET.US)$ 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.

StructureSniper

May 9 00:45

Arista Networks (ANET): Quiet AI Winner?

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...

naimrzm

May 8 21:08

$Arista Networks (ANET.US)$
bull?

CyclingEngine

May 8 20:41

$Arista Networks (ANET.US)$ good fundamentals, good revenue, margin, balance sheet and ROE.

Haeqal

May 7 16:56

$Arista Networks (ANET.US)$ trash stock honestly

Haeqal

May 7 05:01

$Arista Networks (ANET.US)$ why is it going down

Kishen bossku

May 7 00:46

$Arista Networks (ANET.US)$

Arista Networks(ANET) 90.355 -0.03%

Trader’s Edge

May 6 11:58

Columns Traders' Edge Weekly Outlook (6th May 2025)

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 ...

The Big Move

May 1 07:28

chugga chugga chugga

keep er goin

2025 ahead: New dreams, new paths

102938472

May 1 07:00

$Arista Networks (ANET.US)$ flying to the sky

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