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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
Get in on a pullback at a support. ANET would be a good example atm.
Both aren't cheap at the moment, ANET rev, net income has been going straight up, so perhaps that continues, but what about if it's not, considering the high price?
I really like ANET and made good money but I haven't heard anyone talk about this stock until now
ANET calls this morning were the move
Meta's aggressive capex spending will have multiple beneficiaries, Mizuho Securities securities Jordan Klein said in a client note. In addition to GPUs and custom processors, the investment surge will lift makers of networking and optical gear, memory, storage and AI servers. Arista Networks is one such beneficiary, Klein said. ANET stock was up 4.7% to 266.63 in afternoon trades on Thursday. Arista gets a large portion of its revenue from two major cloud companies, Meta and Microsoft (MSFT), Barclays analyst Tim Long said in a client note. JPMorgan analyst Samik Chatterjee said Meta's commentary is positive for his "top AI picks": Arista and Coherent (COHR). Server makers Dell and Super Micro Computer also rose on Thursday. Dell climbed 3.6% to 124.53. Super Micro increased 5% to 792.44.
ANET/PSTG nice green spot today, I still like both for AI hardware exposure since both were doing just fine before recent AI buildouts and now even better
META capex news lifted other AI stocks, particularly shares of tech hardware companies, including Nvidia (NVDA), Arista Networks (ANET), Dell Technologies (DELL) and Super Micro Computer (SMCI).
NVDA $850 and ANET $280 this week would be nice, with all the increased spending by big tech on them. Not sure if rational or just my greed talking.
More spending on ANET 
Hey Zuck, can you just mention that you’re going to increase spending on Arista Networks Inc like 20x during your earnings call? Bonus points if after the 20th time you tell everyone you’re going to use ANET for short and then go on to mention ANET another 50x.
These are some nice gainers today: * NXPI - up 6.97% * PANW - up 4.31% * ANET - up 3.79% * MAR - up 3.06%
ANET, the "safest" stink in my port was the only thing to close red today. Wtf
Arista is a solid company, I think the downgrade spooked people unfortunately Does anyone know any other companies similar to to ANET that have data centers specifically catered to AI
ANET is the premier networking cloud company so I'd think a pullback would be a good opportunity. Great company but expensive. It's sort of a crapshoot whether or not the market will continue to afford it a very high premium. I'd lean towards it will, in that case, buying some now is probably a good move.
Happened with ANET on friday
A whole lot of growth stocks here! Love most of these companies but they perform poorly in a "value" strategy. Ticker Symbol: PLTR P/E: 251.05 P/E Rank: 35.37 P/S: 22.54 P/S Rank: 10.03 P/B: 14.35 P/B Rank: 11.09 P/FCF: 71.96 P/FCF Rank: 37.58 SHYield: -0.44% SHYield Rank: 16.66 EV/EBITDA: 305.26 EV/EBITDA Rank: 33.38 Overall Score: 144.11 6 month price momentum: 26.51% Ticker Symbol: NVDA P/E: 73.88 P/E Rank: 39.85 P/S: 36.19 P/S Rank: 8.93 P/B: 50.56 P/B Rank: 7.11 P/FCF: 81.59 P/FCF Rank: 36.94 SHYield: 0.43% SHYield Rank: 43.35 EV/EBITDA: 63.51 EV/EBITDA Rank: 36.10 Overall Score: 172.28 6 month price momentum: 88.41% Ticker Symbol: ASML P/E: 44.73 P/E Rank: 45.45 P/S: 12.70 P/S Rank: 12.99 P/B: 25.46 P/B Rank: 8.06 P/FCF: 107.17 P/FCF Rank: 35.70 SHYield: 1.01% SHYield Rank: 48.87 EV/EBITDA: 38.81 EV/EBITDA Rank: 38.84 Overall Score: 189.92 6 month price momentum: 58.67% Ticker Symbol: AMAT P/E: 24.45 P/E Rank: 60.38 P/S: 6.53 P/S Rank: 20.54 P/B: 9.91 P/B Rank: 13.96 P/FCF: 22.41 P/FCF Rank: 56.52 SHYield: 1.98% SHYield Rank: 57.18 EV/EBITDA: 21.04 EV/EBITDA Rank: 46.65 Overall Score: 255.24 6 month price momentum: 46.19% Ticker Symbol: ANET P/E: 41.23 P/E Rank: 46.79 P/S: 14.47 P/S Rank: 11.76 P/B: 11.73 P/B Rank: 12.35 P/FCF: 42.40 P/FCF Rank: 42.59 SHYield: 0.06% SHYield Rank: 38.98 EV/EBITDA: 34.23 EV/EBITDA Rank: 39.71 Overall Score: 192.19 6 month price momentum: 41.36%
Will you please run your analysis on these commonly discussed stocks?: PLTR NVDA ASML AMAT ANET Thank you!!
Some asshole analyst decided to switch his previous rating for ANET, a strong buy, to a strong sell, and now it's dropped almost 8.5%. Pure manipulation.
I’m long CRWD and ANET. I didn’t scale that wall of text.
I had SMCI at 650 but sold at 1100. Same with ARM, sold after the bounce. Watching them closely. Playing the news on AMD. Still holding ANET AMAT ASML VECO. INTC Sold PLAB ATEYY but watching And of course the rest of the mighty 7.
ANET mini-dumps in the last hour hour of pre-trading rather consistently..might want to keep that in your back pocket, might come in handy if you see it spike at close. Confirm activity on 1 hour chart with all trading hours.
ANET - arista networks - think the next 5 years are looking wonderful
ANET up and through $300, not sure I can justify holding onto it much longer tbh. Unless growth is going to really pickup then valuation has gotten extremely rich to me
Y’all rlly slept on ANET after it’s slight hype.. held that shit to 300😎
ANET forming a menses cup shape on the hour chart...with no resistance until you go all Saltburn on it... nom nom ollie bol
Nope, ZI went 20% up after meeting revenue expectation and okay guidance. ANET had good earnings and guidance and went down 10%. CDNS had good earnings and bad guidance and tanked 7%. DDOG smashed earnings but had bad guidance and it stayed flat.
I tried this method a few weeks ago on $ANET(calls), CDNS(calls), ZI (puts), $DDOG (puts). You'd think at least one would hit right? Nope 😭. Went from $12k to $500 overnight. I got extremely depressed and felt sick to my stomach the next day. So just giving you guys a heads up, this method is not 100% reliable so don't go all in on options.
If you are not satisfied with ANET you'll just end up switching constantly and trying to catch all trends at once. You'll be always late to the party.
If you knew what you were holding you wouldn't have sold ANET. Just saying.
VRT and ANET are great. But if some stocks grow quicker than them, why shouldn’t I change? I don’t mind hold these two in a long term, though.
Well I am not saying I just take the profit in short time. And I am sure ANET and VRT will grow a lot in the end. But if there is a very convincing target that can profit greater profit in a shorter time, e.g. NVDA, why don’t I optimize the profile based on this fact? If not thing to chase, I would instead stick to longer term, if there is any.
You're talking about bag holding and then give two examples that don't look anything like bags. Unless I'm mistaken about the tickers you referenced. ANET is up 83% past 12 mo. and 18% YTD; it's down 5% in the past 5 days *from an all-time high*. VRT is up 351% past 12 mo. and 52% YTD; it's also down about 5% in the past 5 days from an all-time high it reached for a few hours. Both of them have positive year over year revenue and profits, both are cash flow positive and both have more assests than liabilities. Those aren't "bags". A paper loss of 5% or 10% or 20% or even 50% isn't bag holding per se. Except for the extreme and obvious examples of companies that have no foreseeable path to return to former success, whether a company is a bag or not depends on a mix of things like risk tolerance, time horizon, company leadership and history, and so on. Further, jumping from stock to stock to avoid paper losses as small as 5% or 10% is basically gambling. If you can pick stocks that way then time is the only thing standing in your way from billions of dollars. I do agree that one thing a person should consider is whether they would buy more of a stock if they had the funds to do so, and why are they still holding if they wouldn't buy more. But, that's more of a starting point to making a decision and not the final answer. There are reasons to hold off selling a stock even if you wouldn't buy more. For example, tax management, diversification, or shares bought at a high dividend yield. Anyway, now I'm curious , how did those two stocks reduce your portfolio by 10%? I'm curious to see your trade details on those two stocks.
Nope. For the last 2 weeks this type of thinking has been dogshit. CADENCE, ANET, LSCC, DATADOGG, BEAR AI…all trash plays
Still have my regarded 2026 leap call for NVDA. It's up a stupid amount lol. Held ANET after my ANET ER DD too and now green on that too. My MRVL position is super small so no biggie.
$200 put Their major is almost on network, so put it, just expecting what happened on $ANET.
1760% on a random ANET put on a Friday afternoon. Woke up Monday and sold at open for $1,185 profit.
I am not trading options. FYI, too much risk in that at my age. My goals are modest. I set aside a small amount for investing in a 3-5 year hit. I have a few small speculative bets on some AI - security small caps and streaming entertainment. But at the core, ARM (got in early Dec.) and ANET have advanced tech that has legs. Both pretty safe longs in my book. Though ARM has the risk of sell off through march into july. But like I said I got in early. I will likely get back into SMCI soon. Took profit last week. Looking for re-entry next week or so around 905. (shorting SMCI would be very risky) My strategy is to cover the new emerging computing stack, processing unit and chips, datacenter hardware, and finally software. (right now I like CDNS as "software" is really going to be more custom chip based rather than compiled executables) THink network based data processing, chip based agent technology responding to user requests and alerts to perform tasks. The "PC" will slither away. We went from shared desktops (1980s), to individual desktops 90,s) to laptops (10s), to tablets. (20s many people just get tablets now) but eventually that personal screen will go away and interfaces will be built into things that respond to us when we are near or ask. We will likely just have a personal agent device, a screen less smart "phone". NVDA I took profit already. But might re-enter. More into smallish and mid caps that have room to expand. But...as in all things nothing is safe in stocks. Not advice, just find what works for you and be patient and watch upcoming tech IPOs and emerging tech start ups...jumping on some tech IPOs could becoming a thing again after ARMs IPO success...make sure the tech is mature though...ARM was known to me for a long time. Good luck...
ANET 
Every techs got cut, INTC -4% after unboxing high NA machine, ANET , NET, ZS….
Dude was asking for info on ANET you dumbfuck, I provided a good source. I wasn't pushing a sell or a buy, and don't need to back it up with my position.
1- $ANET is a Profitable Business = EPS Growth 📈 https://preview.redd.it/1ylxar85nllc1.png?width=2400&format=png&auto=webp&s=0b4fa084d5c8c6875ea27f755cb741e14d2b6871 The question here is, if it is opportune to Buy Shares now, and what is your time objective in this company. Is it a Long Term Investment (*10Y+*) or is it a Short Term Investment *(Quarter to 2Y*)? I remind you that using Options is part of a **Tactical Strategy** (*Short-Term*) so a Correctly Assessing how Overvalued or Undervalued (*PER Valuation and others*) the Stock is, is Crucial.
https://youtu.be/cxQxhmh6c_s?si=6G8UcbrbM9-pKxVc The Chip Stock Investor channel on YouTube has a pretty extensive analysis of ANET that they put out 2 weeks ago.
ZS tonight and CRWD next week. Them going down seems too obvious now, but for example SNOW, PANW, ANET, AKAM, GDDY, DDOG, TWLO, DBOX, and more all got wrekt. Cloudflare is I think the single exception that went up
Do you know much about Arista/ANET? Do they manage exchange between large-scale clients set-ups (like office pcs) to data center?
ANET man I remember you, and I talking about this back in August before it flew pass 200. I never pulled the trigger.
PSTG is probably the closest to SASS. I own CLMB, which is more of a value add to smaller sass companies (i've posted about them a few times, small cap but what a great company and stock) I also own ANET, but don't really consider them a sass play as much as just a networking company with some sass revenue. I just bought an education company, which I guess is kind of sass, $LRN. I don't really follow the education space, but they are really cheap and actually showing a ton of growth. They have higher enrollment numbers now than compared to during the pandemic.
I pretty much don’t have any hope left in me so I’m gonna go all in on these tonight. I was gonna do SNOW puts anyway. In the cloud service and data management market, pretty sure cloudflare is the single exception that went up. Down includes services like PANW, DDOG, GDDY, DBOX, AKAM, ANET, I think there was more as well. I know they aren’t exactly the same, but I have a strong feeling SNOW is going down. PARA looks good to go up and honestly, and AI will just do whatever the heck the market wants it to. The business itself I’ve learned is irrelevant to its stock movement. It could be flat to options fuck peolle but I’m gonna still go 27 puts
Well HYSA is just a reflection of what interest rates are. When the FED cuts, they will come down. However, ANET is caught up in the AI trade, so more investors have been coming into the name. However, if you look at their ROIC, they have been very friendly to investors: [https://roic.ai/quote/ANET](https://roic.ai/quote/ANET) The revenue growth the last 3 years has been incredible too: 2021: 27%, 2022: 48%, 2023: 33% I think they are just a better business than owning oracle.
Everything was expensive.. when HYSA up to 5% interest.. With my luck I might bring ANET down lol
It's expensive, but I'd suggest ANET or ORCL. Business is much better, just an expensive stock at this point.
I am hanging out in all cash. I don't trust the tippy top of this market with economic data coming out this week. It was a great day tho. PANW got it together. ANET and NVDA were okay most of the day too.
ANET, CRM, GWW, ISRG, PANW and a couple of others. I’d suggest subscribing to him though.
https://preview.redd.it/y5x1sol0nnkc1.png?width=1169&format=png&auto=webp&s=7423a44281744daa6d594a9a5b83e10160715cee I probably bought this put too early. But I took the NVDA sell of bait and bought puts on software. SNOW went up afterwards and now I think it goes up more maybe this week but I think it melts before earnings. Another ANET story. I had ANET calls and PANW puts.
Though their picks over the past few years have gone downhill as the brothers have retired, I will say a lot of their 2016, 17, and 18 picks were fantastic and helped me become a millionaire. I thought I got my money's worth taking their recommendations as idea generation. Dont forget, they recommended TSLA, NFLX, NVDA, PAYC, ANET, SHOP and others during this window. Dont blindly follow their recommendations, but they do (or did) have some absolute banger takes that could be used for idea generation to do additional DD. I still think some of these are interesting enough to continue to watch and dig into more. Reddit has such a hard-on for slamming this service. and confuse their free articles for premium service and want to throw the whole thing out. Take it for what it is, IMO.
Damn my $ANET calls just got crushed
$ANET is a play tomorrow and next week. It is moving off $NVDA and calls have way less IV. Food for thought
After what happened to ANET I was bearish and got a put. Sucks though it’s dragging down CRWD. I have that one but I’m still up ATM.
If you like $ and believe in $NVDA, jump into $ANET calls tomorrow. Great earnings last week and little pull back, but RSI suggests that it could have major moves if AI continues its meme green shrek pattern. Lower IV and could move to $280 range on earnings beats from $NVDA. For the tards who don’t know what any of the above means, I eat purple crayons and lost $1G on blackjack last night so I’m due.
ANET. Csco, DDOG, GDDY, DBOX, AKAM, all of them dumped on good to decent earnings. I was So close to having panw puts but I fell for the WSB hype and bought a call… Always stay away from the biggest WSB hypes. Which is why I ain’t touching Nvda tomorrow
Anyone still in on $ANET and doubling down on 3/1 calls. If $PAWN and $NVIDIA beat, this going back to $280 range EOW.
have my final 300$ after ANET earnings blew my account of 4k. someone please bless me with a play🙏🏼😭
Why is ANET supposed to recover?
Is ANET recovery coming soon?
Most of the comments here seem on track. You are overweight on TSLA and ANET. trim those and reposition in the S&P 500 or a mega cap index. If you like picking individual stocks try to limit yourself 70% in indexes and 6 stocks (or even less) of +5% each. You are already doing good in this regard (sometimes people own +25 stocks - way too many)... But it maybe time to reevaluate your "dogs" or losers. Will they go up? Probably, but you need to think about "opportunity cost" could your money have gone up faster if it was invested elsewhere. It's hard to sell your losers sometimes there is an emotional connection.. but you got to let them go. TSLA and INTC could be good places to start Your time horizon is short 2022/2023 was a terrible year for tech that came right after a massive pandemic run. Don't get discouraged. You picked some winners in here! Once you resize I wouldnt give up on Goog and AMD *Lastly, what's with some of these small caps? (SCMI, SOUN).. they can be real boom or bust.. It's your call if you believe in them but be careful.
I too have been intrigued by Ubiquiti over the years. But I've also observed that sometimes small companies and unique products that are undeniably superior don't rise to the top, they instead get overlooked or crushed by greedier competitors who don't have an interest in providing better value. Metrics like social media views or postings don't translate directly into things like revenue or EPS, clearly. I wonder if UI can be the next ANET. But it's an industry where there isn't really a lot of room for getting creative or independent when it comes to provisioning. Nobody wants to tell their board they can't scale or merge because the infrastructure is built around an alternative brand instead of a giant, yet mediocre, standard.
It’s unreal that you are down on AMD, and ANET. That means you literally bought them after historic run ups at the tippy top valuations
Timing is key I guess. In common with you, I have: ANET: up AMD: up GOOG: up TSLA: woof, that one hurts. I'm a little more diverse, as I have 200 positions across multiple sectors. I've always shied away from INTC. They always disappoint. Didn't SMCI and PLTR just have huge jumps? How can you be down on those? I don't own either.
How the hell are you -8% on ANET? Its near ATHs
I’m afraid because ANET beats earnings but the price drop by 5%. If it’s the case, I just sell before earnings and buy the dip the other day.
ANET Feb 2024 $285 call? Didn’t that expire today? How is that a long term hold? I like ANET too but they got at least a month or 2 before they test $300
Ugh! And to top it off you suck at trading ANET too! Pretty safe to say that you know how to “buy” but not how to “trade”.
FSR, ANET, RKLB, SMCI. all weeklies. jesus christ. nothing much to say about that other than welcome home, regard.
Maybe instead of ANET $285 calls you shoulda got SMCI $285 calls?
Lost it all on ANET, LSCC and CDNS 
ANET 285 call? Brother what did you smoke before buying that 
ANET still hasn't recovered, piece of shit
I’m so fucking regarded…I knew AMAT was gonna pop off, I had an intuition after doing so much DD and looking getting bent over by ANET, CDNS, and LSCC I had 20 $205 2/23 calls, but my regarded ass decided to sell em all and buy 3 $740 LLY 3/1 PUTS…still holding 4 $210 AMAT calls 
I bought Calls for ANET, PANW and DDOG. All tanked
I chickened out tbh…I got wrecked on ANET, LSCC and CDNS 
Got burnt by ANET, CDNS, and LSCC, had calls on them. Had calls on AMAT too, but switched to Puts instead
Same here, I bought QCOM, ANET, AMAT and TSM earlier this week. Let’s ride this AI hype
4th times the charm isn’t it? ANET calls fucked me, CDNS calls fucked me, LSCC calls fucked me, sold my AMAT calls and turned bear, will 4th play be the charm?
All this money being made and I put it all on ANET 🧖
So I had ANET, CDNS and LSCC calls, as well as AMAT calls. I got fucked by 3 of them, I switched to AMAT puts this morning. You are welcome AMAT bulls, I sacrificed myself for you
Honestly, after ANET, CDNS and LSCC I had to switch
I switched my calls to puts too. I’m sure AMAT gonna pull and ANET, and a CDNS
Same. Some how I’m still up, but it pains me to do the math on how much ARM & ANET fucked me