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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 numbers were pretty fucken good - I’ll scoop some of em at open if down that much
ANET 100c is the only way
I have Jan $80 calls on ANET and should have sold last week. Thought the capex spend from AMZN and MSFT looked good so I was hoping for a pop. I guess I keep holding!
ANET down, but didn't see any changes in hyperscaler cap spend, so calls tomorrow when it settles.
what aspect of the stock market do you think ANET will break $100?
I've got positions in UPST, ANET, and SMCI 🤡 This is fun. This is fucking fun.
Well, glad that my ANET order was only partially filled. LOL Better to lose $300 than $3k
Darn it, my ANET order was only partially filled. Just 1 100C JUN6, bah.
$ANET 𝗤𝟭 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 EPS: $0.64 vs $0.59 est. Revenue: $2.01B vs $1.97B est. Additional buyback up to $1.5B Outlook Q2 2025: Revenue: $2.10B vs $2.03B est.
Why do I think ANET going past 100 on earnings
Oh it will. This would be a bullish directional bet. There's also SMCi and ANET
Anyone messing around with ANET for earnings after bell
$OSCR $ANET $AAPL pump these little shit up !
ANET's biggest customers delivered solid earnings and initiated the pump we have been riding, cant imagine they are not going to post some great earnings.
Yeeee.. gonna see how UPST, AMD & ANET. I thought SMCI did earnings last week?
ber case for tommorrow \-Today was day two of the indices trying to push past the 200 day moving averages, didnt get it done \-Gold rallied hard \-Looks like both Hims and PLTR missed \-Tommorrow is AMD/ANET/other semis..there will be a profit taking motive But mainly the first..people shit on TA, but it has never steered me wrong, when used in conjunction with macro analysis
Also looking at ANET and UBER. Not sure about Affirm
still blows my mind that ANET started the week at 76 and now is above 90.
Nope, thinking ANET, AFRM, TEM, UBER rn.
$ANET will go from $90 to $140 by Q4
I think it was at a point where it was expensive and if the tariff issue isn't resolved, that's another negative. Nothing against Apple really and they will continue to make a lot of money but nothing compelling on the horizon (all the rumors of the car over the years went nowhere, the Vision Pro was kind of a mixed bag, etc.) If someone is looking for tech/growth I'd rather NVDA around $100, or look at quality that's still down meaningfully YTD like ANET if there's a little pullback after the recent bounce.
Maybe, maybe not. A lot of stocks found support at previous lows during the recent sell-off. Example would be ANET which sold from $130 ATH down to around $60 which was a previous low during April 2024 and acted as a support. Those who utilized TA, bought ANET at $60, including myself. Will ANET fall below $60 in the future? Perhaps, but right now it's nicely bouncing off of that resistance. Utilizing Fibonacci to SPY, one also found nice support on the SPY low during this sell-off. I'm not saying TA works for everything and all the time, but it can help navigate through those environments. I'm glad I utilized TA on some of my favorite stocks throughout this sell-off. Just my2cents
Maybe, maybe not. A lot of stocks found support at previous lows during the recent sell-off. Example would be ANET which sold from $130 ATH down to around $60 which was a previous low during April 2024 and acted as a support. Those who utilized TA, bought ANET at $60, including myself. Will ANET fall below $60 in the future? Perhaps, but right now it's nicely bouncing off of that resistance. Utilizing Fibonacci to SPY, one also found nice support on the SPY low during this sell-off. I'm not saying TA works for everything and all the time, but it can help navigate through those environments. I'm glad I utilized TA on some of my favorite stocks throughout this sell-off. Just my2cents
Yeah it’s funny I seen this post because I literally was just about to make a post about ANET. How’s everyone feeling about this stock? Financials are looking great(I probably know nothing about financials though) Anet all time graph looks good too. I bought some before the dip at $120 average, however when it went to $60 I bought more as well. (Average is now $99) I personally think this stock looks great to buy and hold but was hoping someone has more insight about the company? Any opinions?
$ANET and $VRT could still do 75% gain in 2025
I bought Arista Networks ($ANET) $83 calls on Tuesday when $ANET was trading at $80, expiring next week (May 9) after earnings (May 6, 2025) next week. Overnight, $ANET went from $80 to $89. I'm holding until after earnings next week. I'll either be up thousands or ... not.
$ANET this morning is pumping
How do you guys feel about ANET?
$ANET going back to $150 quickly
ANET, NVDA, AVGO, CLS, COHR, PSTG, etc
I bought ANET thinking it would jump on THEIR earnings, not these!
seeking your thoughts on options for my next buy. I have three main options I'm considering: 1. I can initiate a position in ANET. I expect it to pop on earnings, and can complete my position in two months, and I expect it to have a good run for the next few years. Tariffs might make its devidces 20% more expensive--a risk--but main clients are hyperscalers who can adjust. 2. complete my position in AMAT. neat and tidy, though it is priced above my current average price. 3. add to position in BLK. Would keep my port more diversified, with my top positions being healthcare (BSX), industrial (WM), tech (googl), and financials (blk). OTOH BLK is at a bit of a premium right now because it is seen as safer amidst tariffs. what should I do here?
Wanna know what you all think. so for my next buy I have three main options I'm considering: 1) I can initiate a position in ANET. I expect it to pop on earnings, and can complete my position in two months, and I expect it to have a good run for the next few years. Tariffs might make its devidces 20% more expensive--a risk--but main clients are hyperscalers who can adjust. 2) complete my position in AMAT. neat and tidy. 3) add to position in BLK. Would keep my port more diversified, with my top positions being healthcare (BSX), industrial (WM), tech (googl), and financials (blk). OTOH BLK is at a bit of a premium right now because it is seen as safer. what should I do here?
Great company and valuation isn't too bad. If you think the data center growth will continue, it's a great buy here. Overall, it's a great ROIC/quality company. [https://quickfs.net/company/ANET:US](https://quickfs.net/company/ANET:US) While some revenue slowness happened, they were able to improve gross margins and operating margins. EPS growth is solid too. Really comes down to what you think about the future of data centers.
what is everything thinknig about Arista (ANET)? I want to jump in but can't decide at what price. . .
I've been trying to decide what my buy will be next week, and UNH is on the list. I'm also looking at ANET (I think they will pop on earnings), ADI (can't believe it's this cheap), and SCHW as a dark horse. I probably need a finance pick to balance out the sectors in my portfolio but the ones I want (BLK and JPM) aren't too attractive at current prices.
MSFT, NVDA, MRVL, ANET.....all 10 baggers from last week. Prolly not duplicatable returns tbh.
Oh gotcha my bad I thought you had beef against ANET 😂
Yeah I was doing my due diligence on them this morning while looking at ANET and they definitely are I saw the -43% down on the 3 month and did some more research just to feel more confident and yeah this is a free gimme that these are gonna bounce back hard as hell lol
Picked up some $ANET this morning thankfully popped up on my screener. Was down like 43% in 3 months and I almost levitated when I saw that a good if a company and how much cash they generate
I've got a very stupid approach to the names on my watchlist. ANET and SCHW? I need to buyild my positions in them before they go over $100 a share! ADI? I need to get in before it eclipses 200/share! JPM or anything else above $200? snore.
the market might read Vertiv and GE Vernova earnings as a vote of confidence in AI capex. I'm seeing other power names jumpo (PWR, ETN), and other AI stocks like ANET. NOW, which makes those awful AI chatbots on every corporate website, is also up.
Loaded up for early Christmas: LRCX, KLAC, ANET, MRVL, NVDA, MSFT, TMO, MRK, PZZA 
What are everyone’s thoughts on ANET? Seems criminally oversold
What are everyone’s thoughts on ANET? Seems criminally oversold
Thank you for posting about this. I've been doing my own self-directed investing for over 20 years and always try my best to make ethical AND financially sound choices - it isn't always easy but there are some companies that I've divested from recently because of their actions: including MSFT, AMZN, ORCL, FTNT, NTNX, SIEGY, SAP, ANET and yes sadly even NVDA (not as hard based on recent performance 😄). Personally I don't want to profit from this dystopian stuff, whether it's ICE or war and genocide. Meanwhile I've still beat all the indexes over the years by picking tech stocks (buy what you know), so ethics and finances don't have to be at odds if you are willing to put in the time. One of the resources I use is this site from the American Friends Service Committee (the Quakers): [https://investigate.afsc.org](https://investigate.afsc.org) I also use the Weapons Free Funds site: [http://weaponfreefunds.org](http://weaponfreefunds.org) And other resources from As You Sow: [https://www.asyousow.org](https://www.asyousow.org)
I posted that 90 days ago on 1/14/25. ANET closed at 114.91 that day. It climbed to 133.58 on 1/24/25. +16%. Now it’s 73.55. -36% from 1/14 close and -45% from 1/24 high. Would have been a good 10 day trade. But a bad hold. I didn’t buy. That commercial had been running for months. His commercials are like darts. Eventually they will hit their target. I used to have the free Chaukin app, but never relied on it for recommendations.
I debated all weekend what I was going to add to once markets opened. Ended up seeing a WM truck on the morning commute where one shouldn't have been so I added to that. Been eyeing ANET and ADI but not ready to jump into either with all this tariff nonsense.
Oh we will..I'll be looking at AAPL, VRT, and ANET
I averaged down with more ANET, HOOD, PHM, and slightly averaged up with more AMZN.
I mean I am concerned about all of it, but I would think ANET with its customer base should be able to pass costs well, they are not selling to consumers and they are differentiated in the market enough to not be commoditized
ANET is a good buy. I held off on it at 67 earlier this week out of tariff concerns--something like a 20% increase in costs for them. I feel like I'm still concerned about that? but no one else is?
Bought more OPRA, S, ANET, TTD, and GTLB with my paycheck, nice to buy low Im sure Ill be buying lower soon enough lol
My holdings: NVDA (since $24) PLTR (since $41) AVGO (since $155) AXON (since $575) NOW (since $644) ANET (since $88)
ANET only up 9%, shit stock smh.
Moves tomorrow: + NVDA (Nvidia) + PLTR (Palantir) + AVGO (Broadcom) + AXON (Axon Enterprise) + ANET (Arista Networks) + NOW (ServiceNow) Just buy them and hold them. They'll double in no time.
I have all AI plays and somehow finished "up" today by 0.2%. I'm RICH NVDA PLTR AVGO AXON ANET NOW
Just bought some ANET. We'll see. I'm distrustful of this pump because nothing has changed fundamentally, and the short VIX ETFs are down in AH
ANET looks pretty juicy here, not sure I can really stomach more AI exposure though but fwd pe is very in line with avgs for itself
I'm going to be covering my shorts tomorrow and buying some high quality names that dropped heavily. ANET just hit my buy price in 24 hour trading so I will be picking up a lot tomorrow.
$TSLA $ANET $LEVI fuck the Asian market for closing it!
But seriously, your aggressive buying strategy during this dip is exactly what Warren Buffett meant by "be fearful when others are greedy, greedy when others are fearful." Those tech picks (AMZN, ANET, AMD) have been hit hard but have strong fundamentals. Might add some to my portfolio too - just not tomorrow! Weekend gives us time to research more before Monday's action.
AVGO, ANET, RKLB, TEM, RDW, and the mag 7
I have the most conviction in a few of the MAG7 - MSFT, AMZN, GOOGL. But also averaging down on COST, ANET, CLS
Today I bought AMZN, ANET, AMD. Yesterday I did the same. Tomorrow I’ll probably do the same
I picked up Walmart this week so no bags - yet. Yes, I was assigned. No need to buy back in as they are now my bags to hold. Not terrible though - Amazon, NVDA, VTI, Google. The one that got me was ARM and ANET. I’ll sell long dated calls on each provided we get a day that makes sense. But those bags are HEAVY!!!
While some comments might be right and things will continue to get worse, we really don’t know and some stocks are already at quite the “discount” compared to ATH so I’ve started my DCAing - GOOGL, MSFT, TTD, ANET are a few
idk, seems like all the megas are working on their own chips. bc they need to control the whole ecosystem to leverage efficiency and create economic moats. google already does it. i think that’s why nvidia did a 180 on quantum. they can see that eventually their principal customers are going to massively reduce their reliance. just look what happened to ANET when they lost a bit of their META business. so, they are gonna hype the heck out of quantum and try to backfill the vaporware before reality hits. quantum is at best 50-50 on success rn, and obscenely expensive to run. everybody talks about nuclear power like you can pick up a gennie at costco and flip a switch. think nvidia’s long term prospects are limited. still room for chip makers that have low enough revenues to disincentivize the megas from eating their cookies. the megas will still gobble their markets eventually, but they’ve got more runway. go look at all the random household goods amazon manufactures now. then apply the same thinking to tech. if it’s a revenue stream, they are going to consume it. their business model is grow or die.
top of my lists: BSX, WM, AMAT, ANET.
I'm also in ANET. AutoDesk is a Buffet pick, right?
ANET fits that bill very nicely. Current price if my mental math is right, about 16% of their market cap is cash on hand, with zero debts, and 20% year on year earnings growth, and 60% margins, where their nearest peer, Cisco, is at 16% margins. Definitely poised to weather any downturn, and has enough cash on hand to grow through acquisition in a downturn as companies start to struggle. I agree with you 100% look for the companies that will be able to consolidate. Zero debt, boat loads of cash on hand, in a high growth sector.
Puts on AAPL MCHP ANET
I don’t think my ANET $106 and $110 calls expiring today will end up printing
Big fan of both $ANET Arista Networks and $APLD Applied Digital in this space. This sector is going nowhere. Once the market sell-off stabilizes I think these sectors will come back strong. Network solutions and Data Centers are only going to grow with the integration of consumer AI. $APLD much smaller but HEAVY institutional investments with more money continuing to pile in including about 3% ownership by $NVDA. Hoping on my DD lily pad for the long haul with these 2 🐸
I did for ANET and they got crushed! Even though it sold off. There's no winning
Yes, that is when I bought them 🙂↕️ I bought ANET after deepseek hit, first at 109.54 and then loaded up heavily up until 112.. sold it perfectly at 85.04 today at -25 % loss (got fucked hard on some currency exchange values while buying) in my own currency. Also bought RDDT at 196 🤣
ANET another 3% down I’m getting ass fucked by that stock ffs
ANET got hammered and blew it out of the water.
ANET like two years ago. It had a meteoric rise like Nvidia but went under everyone’s radar.
Study NVDA GOOGL MSFT ANET
What swings? Every small-capper that peaks once then immediately dips. Half the planet is sold on the propaganda that thinks tariffs are the equivalent of nuclear war. Look into slower volatility like FDX, AIR, EOG, ANET, ebbs and flows.
Accidentally filled a massive order for ANET by typo ing an extra zero on the order...was able to sell it at break even but jfc
At this rate the ANET100P228 I sold for won't get exercised, not that I mind adding more to my current position 
I like AMAT, China risk but valuation is good. ANET and ORCL both up off historical valuations against themselves so they are bets that recent momo continues in the core businesses, but I dont hate them here
considering opening positions in ANET, AMAT, ORCL, BSX. thoughts?