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Hope y'all are still buying AKAM calls no matter the expiry, next prediction...
Arista's Routed WAN launch set to boost market by $2B-$3B - Wells Fargo (NYSE:ANET)
$ANET stock split coming Thursday should be interesting.
Barrons Stocks to Own April 13, 2020 update
Mentions
ANET lot of insider selling, ALAB volume trades below average which is a sign in itself, OPEN is for the clinically insane... half of it checks out. Go for it.
that's a lot of ANET call sweeps going through
Calls on PLTR, HIMS, SHOP, SPOT, ANET, ARM, TTD, DKNG!!!
ANET calls all day through earnings
AI data doesnt travel between pipes. We have companies like ALAB, CRDO, ANET and many other companies that help speed up data travel between GPUs. Stop selling us this "pipe" dream cuz your bags are heavy
I’ve kind of created my own picks and shovels data center ETF in my growth portfolio. I started with core holdings AAPL AMZN MSFT TSLA TSM Then I began to add NVDA PLTR ANET VRT and latest add was CEG
The best performing mega caps YTD are reporting next week. PLTR (2), AMD (4), APP (6), SHOP (8), UBER (9), ANET (19)
I hope this translates to good earnings for the pick and shovel IT providers like Arista (ANET).
Just for an example. when there was deepseek news from earlier in the year, a ton of names got haircuts. NVDA was down like 20%, VRT was down like 30%, ANET down 22%, $STRL (a builder of data centers) was down like 30%. I wouldn't be surprised to see a ton of panic selling when the first one finally makes the announcement. Also wouldn't be surprised to see when one company cuts back, the others will follow.
Many of the companies that are the building blocks of the data center space are double or even triple that. For example, [Arista Networks](https://www.google.com/finance/quote/ANET:NYSE?window=YTD) is around 60 and that's with a 46% increase in its stock this year.
I wish I had that bank roll and bowling ball nuts. I got in nvda at 120ish 13k and amazon 193 (sold) 200. AMD is 110% up but only 1.5-7k my single stocks along with GooG, Mrvl, SMCI, ANET, UNH and UBER. All doing well but I threw the lions share of money in QQQ
https://preview.redd.it/0wqxsvis0uxf1.png?width=1024&format=png&auto=webp&s=1f65fcee7af4f98da0d03aca78f2e6ca82f3fcd7 # The Play – Oct 28 **$GPUS | $TEAM | $PYPL | $ANET | $AXON | $UNH** Markets are moody, earnings are messy, and everyone’s either chasing breakouts or questioning their life choices. Here’s what’s on my radar this week — no hype, no noise, just plays that make sense. **$GPUS – The Hype Magnet** AI names are catching a second wind, and $GPUS is the shiny new kid everyone’s watching. Volume’s picking up, sentiment’s borderline cultish, and momentum traders are treating every dip like free money. Great short-term energy here — but I’m watching for exhaustion before piling in. **$TEAM – The Quiet Builder** Atlassian doesn’t get enough credit. $TEAM has been quietly grinding back after last quarter’s selloff. If enterprise software holds its footing, this could be one of those slow-burn winners — boring charts, steady payoff. Sometimes that’s the best trade in a noisy tape. **$PYPL – Value or Trap?** This one still tests conviction. Fundamentals look fine, but fintech sentiment is in hibernation. $PYPL feels like that solid friend who’s still around but doesn’t light up the room anymore. Watching closely — that’s where the story changes. **$ANET – The Steady Giant** Networking isn’t sexy, but $ANET continues to quietly crush. Strong margins, steady growth, and exposure to AI-driven infrastructure make it a solid swing candidate. Not a meme, just a machine — exactly what you want when volatility gets silly. **$AXON – The Future of Safety** $AXON keeps executing. Demand for non-lethal tech and its expanding software suite give it serious long-term legs. Price action’s been tight, and that’s often the calm before the breakout. Still holding, still confident. **$UNH – The Defensive Anchor** While everyone’s chasing momentum, $UNH sits quietly in the background, doing what defensive stocks do — absorbing shocks. Healthcare demand doesn’t swing with sentiment, and UnitedHealth keeps printing stable earnings. Not a fast mover, but a great balance against tech-heavy exposure **Wrap-up:** The goal isn’t to predict moonshots — it’s to stay in the game long enough to catch one. Trade what makes sense, keep emotions out, and remember: sometimes *patience* is the most undervalued position on the board.
All tech, but that's where the growth is ALAB ANET MU NVDA CRDO ASML TSM
Wait I just saw 134k shares sold of ANET on the tick by tick on webull lol, surely this is a bug?
Anyone know why ANET is jumping today?
Why buy it back? Take the $5500 gain + the premium and be happy with the profit. Then redeploy the $$ into another stock. I'm in a similar situation with ANET. I refuse to buy it back because it is deep in the money. This has happened on a few of my CC positions causing me to rethink writing covered calls as I am leaving massive $$ on the table. This is what covered calls do...they cap your upside. Lesson learned for me. I will move on and be "happy" with the tiny gain.
I listen to their ER and follow them pretty closely. The way to think about ALAB, CRDO, ANET, CSCO, and other networkers like NVDA, AVGO, MRVL is they will benefit from number of chips deployed. Nvidia for example has gone from 8 GPUs fused together to 72. Their next generation called Rubin will fuse 144 GPUs together. As this continues, the hyperscalers will need more Ethernet cables, AECs, switches, etc. Again, I hold all 3. If I were to rank them on safety, it would be Anet, followed by Crdo, then Alab. ALAB has stiff competition from Nvidia themselves as well as Broadcom and Marvell. Crdo has 70% market share in their space and don’t really compete with the big guns. If I were to tank them on growth potential I would say ALAB, followed by CRDO, and lastly ANET. ALAB is going through a blip due to analyst fears about more competition however the networking TAM is growing so rapidly they will continue to do well. They have 2 major catalysts in the next 2 weeks. First, Amazon reports next week which will help the stock since they are ALAB’s main customer. Then they will beat and raise again in their November 4 ER.
On a TTM basis net income is $42M. This is a company growing revenues over 100% annually. They’re on a $1B revenue run rate and will only continue to grow due to the AI boom. I think it can be tricky to value such companies on fundamentals. One also needs to think of their place in the market and the niche they’re carving out. Because of the massive expansion in number of GPUs/XPUs being used, both ALAB and CRDO are feasting due to their niches. ANET is benefitting from the same dynamics but growing at a slower rate. All 3 will do well over the next 5 years.
Net income for ALAB has been negative for all financial years to far. CRDO has had negative Net income all the way up to 2024. It's first now in 2025 that they made black numbers. If and how that continues in the future, I do not know. If you look at ANET, on the other hand, they have a proven track of being profitable for many many years.
ANET without a doubt. The only company among those three that is well established and good long term buy. The other two are too speculative in my opinion. One isn't even profitable yet. With that being said, I would wait for ANET to pull back a bit more because it is overvalued in my opinion.
I bought the dip on ANET around 140.22 when it showed strength at 55dma. Stop loss is 136. I like the risk to reward here although NVDA is gonna start eating their lunch through its proprietary ethernet solutions for datacenters
HOOD INOD ANET COIN lets go
Guys, what’s the difference between ANET, ALAB, AVGO? Just trying to wrap my head around on what the MOAT for each.
Chose the worst possible stock to buy calls. All tech running but $ANET dead wtf
ANET pooped the bed.
ANET Arista networks is on sale!
oh regarding ANET: Nvidia says meta and Oracle will use X Ethernet switches. Im assuming this is quite bad, idk how much EPS loss this is. The dip was -3%, but mostly bought up already, so I guess its not that bad?
ANET in free fall but why?
Yep, I was buying hand over fist in March/april. Missed the bottom but got in some great names -AVGO, PANW, ANET, CEG, up like 80% on em. Got downvoted though when I said now's a good time to buy.
The one area i'm less concerned about in the area of the data center stocks, is still the ones that deal with electrification. The grid is out of date and that is still going to be on the biggest limiting factors for these build outs. It's going to be wild once we see some spending cuts in the future or something that points towards something being negative. I was pretty highly invested in data center names before LLM's took off, since cloud computing is something that almost every company needs more of. However, does feel kind of wild how much is going into the AI stuff and I still remember like February this year when the deepseek news hit and a ton of names feel pretty quick. If you are going to be buying some of these names, you better know what you are buying and have some conviction. Just an example, but something like $VRT went down like 60% from Jan to April because of deepseek. $ANET was about 50%.
ANET Sept 2026 200 leaps.
Other AI related stocks - picks and shovels: ANET, VRT, GLW, CRDO, MU.
I feel like one of ALAB, ANET or POET might get an investment from one of the big players. I just happened to pick POET because of all the DD I've seen on here lately (recency bias and hopefully shit that sticks in redditors heads) and the 75M investment today. I'll be looking to see if there are any longer play options that look not too expensive on the others.
I'm invested in some of those companies but honestly I feel like they will spread their eggs around so I feel like ANET is another possible investment. After the AMD investment all companies seem possible to me gigantic or tiny.
Do you mind explaining how Celestica stands up vs ANET? Are they direct competitors? Why CLS over ANET? I thought ANET was the market leader in the highest end networking.
I have 2 main accounts, one with 5 stocks, one I put in 14 stocks, more the meme names. After 6 months the 5 badly outperformed the more diversified 14, so I more closely duplicated the 5 in both, my returns increased on the worst performing one. Nvidia, Broadcom, Siemens, ANET, and the one gamble Soundhound. It takes luck to guess, less luck if you go large cap.
His AMZN is too weak to be called a bubble. Up 1000% and 30% YTD like ANET, might be a bubble. Negative YTD like AMZN, completely trash
In some ways I agree, but I think the potential for some wider destruction is there. I agree NVDA is ripe for correction, but demand will persist for their products. They were a great company long before AI took off and in general they aren’t terribly capital intensive. My take on Google Microsoft and the rest of the big players is they might actually correct a little initially due to following the herd, but their earnings might actually benefit if/when the bubble pops as they’ll reduce the massive spending they’re doing now, which helps the bottom line. There are definitely some very speculative choices out there that others have called out, but where I see a lot of potential pain is the companies that have/had a more modest business before all of this but have had to scale (invest) to keep up with demand that might vanish. I’m thinking of the networking companies like ANET, optics makers like COHR, contract foundries like TSMC, fiber manufacturers, drives, memory, etc. all the physical stuff…. Some of these will survive, but if AI spending drops significantly I think it could definitely lead to dot com like crashes in the indexes and some bankruptcies.
Dead-cat bounce on VST ANET + AMD. Maybe exit AMD if it starts pooping the bed again.
I hold 7 stocks in one of my IRA, bought them two weeks back: AMZN, FUBO, ASST, BTCI, IBIT and AVGO and ANET. Five of them were a loss in the last week and I had to sell.
they compete with ANET, who sells more of the same, better ai shit
AVGO, QCOM,ANET to name just a few
ANET just casually creeping up...I like the stock
I'm still losing money for ANET
ANET is a great stock I’ve owned for years
Conviction is key. Sometimes they juke you out. Gotta be convicted. Had 25 ANET calls I sold at $4.80 they are worth $8.95 now, dumbassssssss
synopsys please stop stomping on ma balls <3 be more like ANET
How bad was the Arista news? Have been waiting for a pullback to buy some ANET, and here it is down 10%.
ANET back to $145???
ANET traded kind of wonky, at least as long as I’ve owned it.
Pretty brutal selloff for ANET. Looking for that $121 gap fill
Analyst upgrades should have zero impact on a stock price considering how wrong analysts often are so ANET down despite them is refreshing to see.
Bad day for ANET, yet multiple analyst upgrades today lol.
ANET just pulled a fucking hoodini, and bamboozled my money
Same with ANET 🤣🤣💃
There is news. They're having an analyst day. From investing.com: **Arista Networks** ([ANET](https://research.investors.com/quote.aspx?symbol=ANET)) forecast 20% revenue growth in fiscal 2026 to $10.5 billion, slightly above consensus estimates, at its analyst day. Arista stock initially rose, then reversed down on Friday as Wall Street analysts mulled artificial intelligence-related guidance from the maker of computer networking gear as well as the company's three-year financial targets. Amid a capital spending boom at cloud computing companies, Arista late Thursday predicted that its AI networking revenue will grow 70% in 2026 to around $2.75 billion, up from $1.5 billion this year. That outlook "could be conservative given the large product deferred revenue balance," Barclays analyst Tim Long said in a report.
Seems a bit odd for ANET to be down -7% today with no significant news.
I’ll have some ANET on this dip pls and thank you
ANET was $60 / sh during the tariff drawdown. sad I didn't yolo
$ANET, said it at 145 and i'm saying it now. My favorite stock since last year
Debating selling SNOW and buying VRT or ANET..
Sold my $ANET calls for over 166% gains. Good day.
ANET is more likely to make you a millionaire
Sitting on the sidelines watching my ANET leaps, CRWV, INOD, APP and UNH. Its been a great week in the market but man I look outside and it is fucked up.
I really sold ANET and AVGO to buy AMZN and DUOL rip
Daily reminder to get in $ANET calls.
My $ANET calls will print bigly tomorrow. You all here probably never heard of it. Muah aha ha
Hopefully some you played my $ANET calls. Hidden gem.
Lots to answer. Wish I wasn’t in mobile. Not avoiding you just busy. I wheel SOXL, NVIDIA, ANET, and SPY. SOXL has been high vol recently, ANET in second. Usually targeting weeklies except for SPY, I do daily or over nights. In reference of the 24% gain, mostly eyeballed on the last 6 months, I’m up that much from the strategy. I think it helps that I have little tricks or indicators that make me quick wins, but I have been doing various methods like this for the last 3 years. Overall it pays for my lifestyle when I live abroad. It also feels safe as I haven’t picked a stock that has imploded, I assume that’s my black swan event. Hope it helps, I don’t mind talking more on this.
Do your research. Take a look at APLD and ANET.
bought and held NIO a long time ago. Lowest I hit was -68%. Past 12 months, I shifted to recurring investments into SPY, ANET, PLTR and played a bunch of options around earnings for PLTR, NVDA, ANET, APLD, AMD, QS, TSLA. Got myself out of the hole.
Look at ANET. That’s a long term money maker. IMHO.
Anyone in Arista Networks ANET?
Gobbled up GEV ANET NBIS INTC and MSFT calls today.
I’m a ANET man but good luck
Do you realize that ANET sources chips from AVGO for their data center networking equipment? They’re the leader in silicon for white box networking equipment. They experienced 140% YoY growth in AI networking. Custom silicon is a portion of their AI growth but networking is where they are killing it.