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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
Panic bought a little VST/CRDO/ANET/PSTG AH, think the beaten down AI capex basket prolly bounces a little tomorrow
Got crushed today. All my biggest holdings are down. AMD, MU, NVIDIA, Google, ASML, AVGO, AMAT, ANET, TSMC etc. Literally wiped out a 5% gain since the start of the year. Thank God for Walmart, Coca-Cola, Procter & Gamble and Johnson & Johnson or I’d be in the red. Oh well, time to buy. Gotta double down
software stocks getting destroyed and ANET is not even down a percent
idk, ANET not really doing much so I really don't get it
So sorry about not getting back to you earlier! BESS/Utility solar is not a fad and it's what the market misses. Utility is growing like crazy and basically is the most economical way to generate new energy, even without tax credits. I would suggest doing some research. It's pretty insane. HWM is a bit different, since they are more of the component maker of parts and tied to like all new aircrafts. Just more specialized here and I like the valuation. I've owned ANET for years, great company. I can get you a list of things later!
stuff i own VRT, GEV, COHR, WDC, ANET, MU and I own the etf SOXX
ANET will rip to $160 prior to earnings on 2/12, its $147 now. Buying stock and selling OTM covered calls to cash in on the rich IV and get the upside on the stock.
Nice fucking play dude, that's some solid diamond hands action. ANET's been a beast lately and you timed it perfectly - getting your initial out was smart too, now you're playing with house money Ride that wave to 160 🚀
Best DD on a yolo I’ve read in a while. Good shit - I like ANET. Think this pays out.
ANET - This stock was beat up from 160 in Nov. 138 now with earning due on 2/9 People piled on today, this could be a fun couple of weeks.
Did you buy ANET? Genius if you did.
ANET up nicely + DDOG, feels good
Why ANET pumping? can't find any news
Avgo ANET Vrt MU Vst Ceg
ANET seems to be reversing back to a bull trend. Strong company in an overall bull trend. I bought Sept calls two days ago and will ride those up
What do you think about QCOM and ANET?
I have QCOM, ANET calls and NFLX and PATH stocks🫠
ANET is solid, no doubt. I just let data; not attachment; decide when I move. For that, I use my own system and workflow.
I trade heavily in tech. AI trade stocks, ANET, SHOP, IBIT (Bitcoin etf), etc.
What makes ANET and ALAB distressed?
ANET and ALAB are distressed how? We might not be looking at the same charts.
How about ServiceNow $NOW? It's beaten down together with CRM and currently sits at its 150WMA. Good entry point in my opinion. ANET is another great company, but more attractive at $115 as it was a couple of weeks ago. I'm heavily eyeballing NFLX though in hopes of an even larger pullback to the $85-$90 range.
Sorry not trying to pick **the** winner, definitely trying to pick winners lol, just not concentrating into a singular 'AI' winner. Just want to benefit nicely from AI generally winning overall. For instance my two biggest single stock positions are Googl and MSFT (although I think LEU will be competitive to overtake this year). Same with ANET / ALAB, hell my long-term is AMKR, just saying they provide solid opportunity near here.
It’s a great opportunity. If you look at the chart, it’s at the same level now as it was a couple of months ago. It just ran up too quickly and then people peed their pants on earnings. But, like ANET, the problem ‘is we can’t earn money fast enough’ which is a pretty good problem to have. When you look at the rating agencies’ target prices, you see that it’s just a matter of time before it hits $450.
they define it as at least 3 of these occurring within 90 days - NVDA down 50% from ATH, SOXX down 40% from ATH, OpenAI or Anthropic declaring bankruptcy, OpenAI acquired, H100 rentals below $1.00/hr for 5 consecutive days, and/or one supplier (TSM/ASML/AVGO/ANET/SMCI) down 50% from ATH
ANET - arista networks
I am long but I also day/swing trade, so I check every day. The benefits for me at least is I get to know the stock and the people who move it. If you didn't know, every stock has a fan base and the stock moves up and down based on them. Understanding the fan base lets me know when to day or swing trade it. For instance watching a stock you will see things happen like if it drops 5% in two days it will be back 3%. So you can do a swing trade. If you have enough money to throw at a swing trade, say $100,000, you can make all your payments for a month doing it a few times a month. I average $14,500 a month by following five stocks -- NVDA, ANET, SOUN, RGTI, AVGO.
See also PTRN, NAVN MIAX was one of the most successful IPOs this year, don't see that going away anytime soon I'm going to bet with money that ANET and SKYT do well. Haven't done it yet. GANX is my only bag on this list, asymmetric risk bet, especially with the crazy sell off last week. They'll get bought out this year, calling it now
ANET just whiffed earnings didn’t they
The next AI trade is networking ANET ALAB
Damn and I thought my 4 shares I bought of ANET two months ago was bad…
I don't. ...but I don't use the products of many of the stocks I own (SOFI, HOOD, PLTR, NVDA, S, ANET, SHOP, GRAB, ACHR, ELF, BMNR)
$ANET [https://x.com/theinformation/status/1999928566662766615](https://x.com/theinformation/status/1999928566662766615)
How in the fuck is Shake Shack up 7%, when the likes of oh I dunno ANET are down damn near 7%...make it make sense!
thanks! among those you listed as good fundamentals i thought ANET was more fairly valued, i was about to enter MRVL then the microsoft news came out so i held off. VRT has had a strong run up already and seems to be facing some resistance, as for IREN i don’t feel comfortable buying into a stock that could still be living the post IPO hype haha. but still looking for an entry.
I like your idea in principle, long-term. FWIW, I ran your list through a quick check on the stocks' fundamentals and there is some variance in quality there: \- IREN, VRT, ANET, MRVL: look pretty good \- NBIS, APLD, CRWV, CORZ: negative margins, ROE Have you looked into data centre REITs? That's another angle to play on.
Also take positions in AVGO and ANET.
Can we talk about how ANET has been brilliant lately?
ANET about to do that thing
ANET...I am looking at a run to 147ish in the near term (week(s)). GLXY...Looking at a run to at least 30 PSTG...Don't have a target, it's just oversold in my opinion
ANET Looking like it is going to take a run up to the high 140's here really soon
You’ve got a pretty concentrated growth/AI tilt on top of broad US and global ETFs, so your overall risk is heavily tied to large-cap tech even though VT and XLU add some diversification. One way to sanity-check your predictions is to look at what portion of your portfolio is in broad indexes (VOO/VT/QQQ) versus single names (NVDA, AAPL, META, DUOL, ANET) and ask how you’d feel if the AI/mega-cap theme underperforms for a few years. VT slowly becoming your top holding will naturally reduce single-stock risk over time, while XLU is a small but useful ballast if rates stay lower. If you want to visualize how much of your portfolio is really in US tech versus other sectors and regions, a tool like [WizardFolio.com](http://WizardFolio.com) or any ETF look-through site can help you see the underlying exposures more clearly.
Alphabet, Broadcom, ASML, ANET - bought into or doubled down during independence day. Took my gains in ANET during highs in October. Other than those SoFi, CrowdStrike and Games Workshop have been doing great. Also, I had a good run with some European banking stocks (ING Groep & Erste Group). Can't complain about this year at all.
ANET to $135 or Tilray down even more.
Zoom out on many great companies. ANET did the same thing over the last year. Invest in a good company and the rest will follow. https://x.com/investingvisual/status/1993402760570753380?s=46
What ANET? Is that like the third declension genitive plural of ANUS?
Loading up on more ANET. Great gains this week and didn’t fade today.
Plenty of garbage out there that has been taken out behind the woodshed. APLD, SMCI, ANET, SHOP, and on and on.
Finally I see someone with ANET, extremely undervalued to stock’s potential.
This only sends NVDA if the Saudis announce a binding, licensed supply deal with prepayments and near-term delivery; anything softer is just headline fluff and likely sell-the-news. Key checks tomorrow: 1) explicit US export-license path for top-bin GPUs, 2) wording like multi-year capacity reservation or prepay, 3) timelines tied to HBM and CoWoS packaging, not vague “partnership,” 4) networking choice (Ethernet = tailwind for ANET; pure InfiniBand = less so), 5) power buildout milestones (substations, transformers) that pull revenue into 2025–26, not 2027+. Positioning: lean call spreads into ER only if you hear prepay/capacity language; otherwise I’d fade IV with a tight iron condor and buy the dip later. Derivative plays with cleaner catalysts: VRT for cooling/power gear, ANET on Ethernet AI fabrics, PWR on grid work. Watch SMCI but mind export risk. I’ve used Snowflake and Databricks to track DC power and lead times, with DreamFactory to expose the same data via REST so finance and ops hit identical numbers. Bottom line: without export clarity and prepaid capacity, it’s a headline, not a catalyst.
Stale data. AVGO $342. I’ve found LLM financial analysis not very helpful unless you’re independently feeding it current data. For networking AVGO, MRVL, ANET, CLS. Bigger engineering moat vs cooling and power imo. AVGO is the safer, mega cap pick.
Payday. Buying the dip on ANET. Wondering if Ubisoft is utterly screwed.
hear me out though.. Once you take the emotions of it, it's just a mathematical game. We can historically say there's more upside than downside. Actually, a very decent amount more.. The questions then become how much potential downside vs. upside and interest rates. I do agree this moment is a bad time in history to throw in some enormous amount being near all time highs. But, I'm sure there's some formula there that balances the risk/reward out. I realized I never sent this.. But, of course this whole thread exists b/c I put in a decent amount of margin in on Thursday/Friday.. certainly not 1:6, more like 1:2. This had me thinking about how far to extend myself on dips or even corrections. But, Friday afternoon looks like it was the freaking optimal time., which is when I really attacked, especially grabbing beaten up solid positions like NVDA, ANET, HOOD, PLTR, META, AMD etc.. . Beaten up.. but with awesome earnings. That's what actually got me, the fact that NVDA and PLTR were so beaten up for really no reason.. Companies were reporting really good earnings and dropping. Market up what.. 1% right now? My positions are all like +2-4%. Now I scale down and back to normal. Honestly, if we were all playing safe.. we'd have our $ in CD's, Savings accounts etc.. I'm big on calculated chances. and it seems to work "most" of the time.
I've picked many winners in the past when it comes to individual holdings but failed to hold them. I decided to have a stock trading account that I'll "forget" about and wanted to hear opinions on my possible long term holds. This represents 5% of my portfolio and I have a VOO/VXUS portfolio and emergency funds already. Stock Trading Account Holdings (5%): Large cap: META, MSFT, AMZN, GOOG, BRK-B, Hardware/Software Application: DELL, ANET, CRM, NOW, RDDT, Semiconductors: ASML. Are these okay holds?
I highly regret not gambling on DDOG calls/ANET puts last week and opting for QCOM and HOOD.
Lmao im up on my longs… SRPT and ANET. I wish it wasnt pure luck and i had it down to a science.
what relevant stock is just 2% down? tech stocks are down more than that, ANET for example is about 10-15% down since earnings despite beating estimates
I put my paycheck into $ANET I lost my month's food It was too easy Put fucking died, yo
you want me to buy even more ANET?? okay
Was near a 52 week high and I expected a 10% market correction. Figured AAPL would correct with the market. Full story is on Monday I shorted the market expecting a short-term correction and bought PLTR, AAPL, and ANET Nov. and Dec. Added AMD puts Tuesday. Choose these cause they were all had rich valuations by fundamental valuation metrics. Market, esp. NASDAQ pumped yesterday and I figured yet another example of retail buying every dip and the rally would continue. So sold PLTR, ANET and AMD at a tiny gain (about $370 on a $6,000 investment in those 3). Didn't sell AAPL cause I was too far down on it since that was the one I bought the most of (about $5,000 in AAPL puts). So still holding 5 grand of Dec. 12 $260 AAPL puts.
If i didn’t mess with ANET, MSFT, META and RDDT i’d be way up.
I know the earnings for it has passed, but wtf is up with the 11/7 $116p for ANET?
Whew, at least that initial ANET earnings reaction didn't hold. Dip getting bought.
AMD, ALAB and ANET all got crushed!!
Companies that have dipped that i might buy into, ( most are not real dips) : ANET ALAB SHOP PLTR META RDDT NBIS HOOD GEV MU
$ANET \- Revenue of $2.308 billion, an increase of 4.7% compared to the second quarter of 2025, and an increase of 27.5% from the third quarter of 2024. \- GAAP net income of $853.0 million, or $0.67 per diluted share, compared to GAAP net income of $747.9 million, or $0.58 per diluted share in the third quarter of 2024. \- Non-GAAP net income of $962.3 million, or $0.75 per diluted share, compared to non-GAAP net income of $769.0 million, or $0.60 per diluted share in the third quarter of 2024. \- GAAP gross margin of 64.6%, compared to GAAP gross margin of 65.2% in the second quarter of 2025 and 64.2% in the third quarter of 2024. \- Non-GAAP gross margin of 65.2%, compared to non-GAAP gross margin of 65.6% in the second quarter of 2025 and 64.6% in the third quarter of 2024. "Our centers of data strategy is resonating well across customers and analysts because it delivers a superior client to campus to cloud/data and AI centers experience," said Jayshree Ullal, Chairperson and CEO of Arista Networks. “After yet another strong performance in Q3 2025, Arista is well-positioned as a strategic networking provider with continued durable execution.”
anyone following ANET? why did that get nuked -10%? from a brief glance thought they beat? too low guidance or? just the 44 forward PE being too high/bad sentiment market?
AMD down SMCI down ANET fells bad PINS cliff diving
Ooof ANET, that's not what I was hoping for
ANET gonna go -10% on a massive beat. Up is down and down is up
HoLY… the dancothon is still on… look at ANET! Yeehaw! 💃💃💃🤣
Almost went bullish on ANET, that was a close one
ANET beat earnings, down 11% 🔪
ANET will soar for sure. They had a slow month and they also have a cool name.
Thinking of buying ALAB , ANET , HOOD CALLS
ANET puts reading at 57x earnings wants from $60-$160 she really needs to take a break
are you playing ANET earnings? I have LEAPS but scared lol
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)