Reddit Posts
How I think Anthropic's latest release reads for investing
How I think Anthropic's latest release reads for investing
what is going on??? AVGO just dumped double digits after record earnings
CRWD beats and raises. Also announces 4 for 1 split.
Really Really Stupid idea for my portfolio.
Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
A random buy into ANET from years ago is roughly 30% of my account. Should I sell some?
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
Gain Porn from epic day - Thank you MU, MSFT and ANET - Enjoy.
AI capex is insane but the debt is what actually scares me
The AI Gold Rush: Why Infrastructure is the Smartest Bet for Young Investors:Top 5 AI Infrastructure Stocks
Nokia, ciena and arista may be the most bullish Ai plays even if a lot of Ai goes bust.
Please go down tmr ANET - don’t ruin my earnings winning streak
ANET YOLO Gain porn starting from last week
ANET: Because Cisco Is a Boomer and Data Centers Need Cocaine
The Top AI Stocks – Based on AI and Alternative Data
My AI stock picks outperformed SPY by 62% relative return. Here’s the data proving it wasn’t luck.
5 Solid Names I'm looking at tonight into next week.
Best Options Portfolio for 3 stocks over the next 3 months?
is my portfolio too tech heavy even given my age?
Found these whales in the options chain.... JD & ANET
Market looks to be setting up for a dip
Everybody Walk The Dinosaur - Oracle Turned On Lights To The AI Party
Everyone’s chasing Nvidia, while the real prize is the owners of the streets and highways.
Everyone’s chasing Nvidia, while the real prize is the owners of the streets and highways.
This mental map revealed patterns that could lead to the next 10x plays in AI
This mental map revealed patterns that could lead to the next 10x plays in AI
AMD’s ROCm 7.0 + ANET’s AI fabric: the under-the-radar challenge to Nvidia’s dominance
AMD’s ROCm 7.0 + ANET’s AI fabric: the under-the-radar challenge to Nvidia’s dominance
AI’s trillion-dollar bottleneck isn’t chips, but the network. Arista Networks will own it.
AI’s trillion-dollar bottleneck isn’t chips, but the network. Arista Networks will own it.
AI’s trillion-dollar bottleneck isn’t chips, but the network. Arista Networks will own it.
T Beats Q2 Earnings Estimates on Higher Revenues, Solid Demand
Starting a new portfolio with $120 and gonna see how we do. 1st play is on ANET
Why Stocks Are Better for Most People Than Options? From Warren Buffett to your portfolio
My Financial Advisor's Tech Picks - NVDA +38%, ANET +15%... Time to Rebalance?
who told me “$105 on NVDA is free money”? Well guess what ...... I bought 4,900 shares and made +185K
ANET (NVDA Sympathy Yolo). 96.5 May 30 call
Is this how it is done? $ANET 100% gains overnight
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
Close to ANET over approx 1 year
Hi, you’re in your late 20s. Don’t sweat it. I’m a swing trader. I’m still in and out of stocks every few months. I just bought a position in ANET and LLY, I know it’s insane, does particular buys may not be the best bet. But I also didn’t hesitate to buy Micron two months ago and Sandisk three months ago. Follow a few analysts whose approach you understand and agree with, continue to get in when you think it’s still a bull market, and that the stock is part of the upswing. Stop whining and get in in smalls percentages where it works with your wrist profile. I continue to hold 30% in SGOV to buy dips,
Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR
If you don’t know what to do: buy ANET. Always reliable
I have ANET calls expiring 7/31 currently down 30%, im new to options, is it better to sell cut loss or hold a little longer?
there are certainly more "boring" names than these (KO is my best example), but in the sense of market cap, business model and longevity, these are pretty core / core-satellite in the case of ANET. IV is also a useful indicator in terms of boring.
ETN, ANET, and APH are my picks.
ANET is such a sleeper one day she’ll rip
Very similar chart for me: HODLing big positions in AMD and ANET
I use JP Morgan recommendations quite a bit. I've been doing so for several years. I've found that like all humans when it comes to stock picking, their analysts are fallible; however, I also think they've overall been very good over time. I've outperformed the market since I began about 5 years ago but as I've learned to hold through the ups and downs, my outperformance has accelerated and I rely on JP Morgan research quite a bit, almost exclusively, actually. Amkor, Marvell, the dip in ASML last year after their I believe Q3 earnings, MKS Instruments, Amphemol, Arista, Broadcom, these are all names to name just a few that I've done extraordinarily well in over several years because analyst research convinced me - and let's be clear, sometimes JP Morgan was alone in their strong recommendations. I remember when I first got into ANET they were seemingly the most bullish firm on the street. Same with ASML which was rated neutral by a lot of firms including Morgan Stanley. They also were big on Western Digital BEFORE the run up (which I didn't get in on, unfortunately).
ANET...been a while, but up over 400%
Only real competitor is CISCO imo. The bull case is the hyperscalers run through ANET’s switches regardless of which chips win. It’s my bet within the AI space that is on the sideline of the main narrative (not saying it’s undiscovered by any means)
I'm thinking on getting into ANET below 150, what do you consider are their competitors and what is the bull & bear case for it?
ANET — Arista Networks Macro Analysis Down 7.07% today, sitting \~14% below 52-week highs. Bottom line: ANET is a macro liability, not a hedge. • Rising rates → negative (high multiple growth stock) • Recession → negative (discretionary capex play) • Strong dollar > negative (30-40% international revenue) • Al capex boom → positive (only tailwind right now) Today's drop is classic sector rotation out of growth/tech. The fundamentals haven't changed \- AWS, Google, Meta are still spending heavily on networking infrastructure. Verdict: Great company, wrong macro environment to add aggressively. Watch for Fed pivot signals — that's when ANET becomes interesting again.
down a $25k on AMD and $30k on ANET today. Cool cool cool coll
AVGO and ANET dip was bought
I think I'll do the one thing that's been most profitable, regarding my stocks: Hold what I have. I've typically been able to pick a sell price, and see it rise, eventually. With today's stocks, nearly everything I look at seems to be at the top. I recently rebalanced my portfolio, selling the winners, most of my oil stocks, AMD, INTC, and ANET, and buying back into the big, long-term players. I still hold some RYCEY, which has been very kind to me, and I bought some LUNR, which might have been lunacy. I sold my $2 SPCE calls for a small profit, before it peaked. I've fiddled around with my portfolio more, in the past six months, than I have since 2020. That was not a wise move. I'm still hanging around 28% for the past year, which is nothing to be ashamed of, but I missed at least 5% because of needless buying and selling. So, I sit and wait.
AVGO killing my ANET fahhhh
ANET PANW S FN sympathy rallies from crwd and avgo here we go lets see what happens
$ANET for AVGO earnings tonight Then put it all in PL$ earnings tmrw
Chips, cloud, data centers, power, networking. NVDA, MSFT, EQIX, VRT, ANET.
I had a 'conversation' with Copilot a few months ago and asked for a picks-and-shovels portfolio. See below for final suggestion (there was some back-and-forth as I know nothing about construction so I had questions). Is it slop? |ompany|Allocation|Role| |:-|:-|:-| |**Quanta Services (PWR)**|16%|Grid expansion, transmission| |**Eaton (ETN)**|14%|U.S. electrical systems| |**Schneider Electric (SBGSY)**|**14%**|Global electrical + automation| |**Trane Technologies (TT)**|14%|Cooling + thermal systems| |**Arista Networks (ANET)**|12%|High‑speed switching| |**Martin Marietta (MLM)**|12%|Materials + construction| |**Corning (GLW)**|8%|Fiber + optical interconnects| |**Xylem (XYL)**|6%|Water movement + treatment| |**Cummins (CMI)**|4%|Backup power (kept small due to valuation)|
I mostly agree, but I think the next phase of AI could be more hybrid than people expect. Right now everyone is focused on huge AI data centers, but I don't think every AI workload will end up there. A lot of companies will probably use a mix of cloud AI and local infrastructure for privacy, latency, cost, and regulatory reasons. As models get smaller and more efficient, more inference could happen closer to the user—on PCs, enterprise servers, factories, vehicles, etc. So the winners might not be just software companies. There could also be opportunities in networking, enterprise hardware, and hybrid AI infrastructure. That's one reason I'm in on IBM and ANET. If AI ends up being more distributed instead of fully centralized, those kinds of companies could benefit too. And maybe that's the third phase after infrastructure and software: physical AI. Robotics, autonomous systems, and industrial automation. At that point the winners won't be just hardware or software companies, but the ones that can combine both.
>ANET. My man. Have 2650 shares, bought after they crapped earnings
Leaps on ANET, PATH, CLBT, ZETA
how come no one here has been talking about ANET?
ANET fully recovered today
$ANET get in before rocket ship fires off.
ANET, MRVL and SIMO gonna do big things today
I like ANET this week
All about juniper’s success story. This should make you want to buy ANET
ANET has almost recovered from it's post-earnings meltdown lol
The Broadcom Tomahawk chips have been pumping up the throughput regularly. All these are going to result in more sales for ANET and HPE(JNPR). More specifically ANET. Yes, ANET mentioned that they are facing severe shipping shortages. But, pretty soon, the networking vendors will have their own super-cycles.
Apart from the meme stocks, the new rally I see is NOW and ANET Wishing you success We don't need to catch every rally. A few in a lifetime is all you need.
Picks and shovels of Ai, can and will be a force. That’s why I’m buying babes like CRDO, ANET, NBIS, & GLW. To name a few.
ANET is a coiled sleeper ready to spring up
Where are the ANET bulls?
ANET leaps will print
Why ANET? I have some Cisco and it pleasantly surprised me.
SOFI and ANET for sure. I'd add META. MSFT is an incredibly annoying stock right now but there's no denying it's a worthy investment, especially at current levels.
ANET is one of my babies. I have a lot riding on it. Great CEO.
I stand by ANET and SOFI
congrats to all the ANET dip buyers! still has room to run!
congrats to all the ANET dip buyers, still room to run!
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
holy shit i'm back to green on ANET
Of course, the moment I'm not looking, the likes of ASTS and ANET and SNDK fucking cook. Yet, anytime I buy into them, is the moment they drop 10% 2 days in a row. Fucking FML dude.
my VRT, LITE, and ANET bags are getting lighter today
ANET’s interesting because the debate is not really about whether AI spend exists. It’s about who captures durable economics from it. The variant view is that switching and network topology become more strategically important in AI clusters than in older cloud architectures, which could reduce pricing pressure and vendor rotation once hyperscalers settle on standards. The key risks are AI capex cooling or share shifting towards competitors.
ANET had a great beat, fell 25%, and not a single soul is talking about them down at 140
Wake the fuck up ANET
I’m going with ANET calls for bullish NVDA guidance. Holy shit im pumped, begging MMs for anything other than chop. But it should be moon or mud. GL GL
Why tf is ANET the only tech stock dumping?
Boutta buy 10k In ANET $140 calls expiring December how we feeling
Glad I bought the ANET dip
Back to 20% cash and leverage free. I will start buying dips. Bought ANET today.
Doubled down on the ANET dip
Bought ANET & AVGO calls today
No opinion on ANET, but *please*, don't buy OTM Calls. For those in the back: *don't buy OTM Calls.* I know they're sexy, and a lot of people do, and claim they're making money, but it's too much of a gamble. The probabilities are with ITM Calls. 80-delta is a nice compromise. And 90 days out is probably the minimum we should go. I care enough about you, internet stranger, to work through the math for you. Let's use your 21Aug170C selling for 7.23 at Midpoint this weekend. Where do you need ANET to be on 21Aug just to break even? 177.23. That's a 24.8% move from today. Possible? Sure. Likely? The Expected Move by then is 34.18. That would put ANET at 176.15. *The Expected Move doesn't even get you to B/E.* That's something to really think about. I'd buy the 115C at 80-delta selling for 33.85. A lot more money, sure. But a lot of that is *Intrinsic* value, right? Equity in the stock. Now here's a key point, and I need you to really pay attention: The *Extrinsic* value in that option is $6.95. What's the Extrinsic value in your option? All of it: 7.23. **You're paying for more time value than I am.** And why is that important? *Because it's all going to go away by expiration.* Right? It has to. What's left for you at B/E of 177.23 is ZERO. Zero Extrinsic, zero Intrinsic. You broke exactly even; you got your money back. What's left for the 115C? ZERO Extrinsic, but all that sweet, sweet Intrinsic value from 177.23 down to 115. $62.23 So what's my ROI? 62.23 / 33.85 = 83% What's yours? 0% Do you see how the odds are stacked against you? All the way up to B/E for you (which is higher than the EM, remember), the ITM Call wins. Sure, maybe a 2SD move makes the OTM Call win, but for all the likeliest probabilities (as defined by EM), the ITM Call is the more-favored play. Please think about it, and please, please, *please* stop buying OTM Calls.
Thoughts on ANET after their earnings pullback?
Honestly ANET is one of the more believable AI infrastructure plays because it’s selling the networking backbone instead of pure hype. The biggest thing with those OTM calls is whether you’re specifically betting on earnings momentum or just continued sector rotation into AI names. July gives you cheaper exposure but less time for the thesis to play out. August includes earnings, but you’re paying up for that extra time and event risk. A lot of people underestimate how much IV can get crushed even after “good” earnings if the move isn’t explosive enough.
guys load up on ANET, no one actually uses CSCO gear
ANET still cheap at this level, get in before it's back to $170.
ANET finally showing life! Oddly enough… thank you Cisco??
ANET will be back.
I’m made some good bank on ANET calls. Had to average down big time on Friday but sold on the pop yesterday and re entered longer date calls eod
Green on PRIM. Red on ANET.
ANET will get a boost on this for sure.
Sigh dude. I can't win. I just can't fucking win. I cut my KRMN losses this morning. Look at it now. I didn't go into Cisco, look at it now for earnings. I held ANET and it just got fucked over the last month. My MSFT shit stock is fucking floundering going no where. FUCK MY GODDAMN LIFE.
ANET is solid but you were unluky
please CSCO don't fuck me like ANET did
ANET & NBIS will be the ones to help me break out of the matrix
Don't sleep on ANET!
I have always regretted selling my winners. Research deeply what ANET is. Then decide.
New to investing. I was thinking about investing in NYSE: ANET. Schwaab has them as a Buy rating Outperform...looking for advice
There are many companies you shouldn't buy the dip on, just yet. But INFQ and ANET pumped in a mild sell-off. One may want to buy into strength a bit.
Agreed. Another overblown correction that I think is a big buying opportunity...bought 3 more options contracts on the drip\*, is $ANET. Bought more stock too. $ANET C Jan 15' 2027 @ $175.
On the one hand I have ANET calls which are mooning nonstop, but I also have NET calls, which are at the dead bottom even with the market recovering
I’m work in network engineering and I’m investing in ANET and CSCO. Arista network devices are the gold standard for datacenter networking. Cisco was in my city a few months ago and put on some presentations about how they’re trying to make their offerings more attractive to datacenters as well. I’m also investing in VRT as they are the top dog in datacenter cooling.
ANET didn’t fare well after earning
i bought shares few days ago at $92ish and will be holding through earnings. i work in IT so i know ANET is what’s actually used in datacenters but the stock has been shitting itself after earnings
What happened to ANET