Reddit Posts
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
Energy leads on the way up during conflict, but tech leads hardest on the way out. Every major geopolitical selloff in the last 20 years — Gulf War, 9/11, Ukraine — saw semiconductors and AI infrastructure recover fastest once the fear premium unwound. The companies building the next decade of compute don't care about oil prices long-term. I'd be watching $NVDA, $ANET, and $MU closely — all three are trading at significant discounts to analyst targets right now. The war ends, the capex cycle doesn't.
Just buying all of the ALAB/ANET/VRT/CRDO/BE/VST/CRWV dips
Adding CRDO, ALAB, ANET
Oh I’ve been investing in stocks for several years now. I don’t make a lot of trades though. Most of my positions are in large cap tech companies (MSFT NVDA ANET GOOG AMAT). So i definitely won’t YOLO into anything. I’m too scared of my wife to do anything dumb lol. But yes I’ve read other Reddit posts where ppl got absolute winners on here. Crazy.
Add ANET ADTN to that A-team
ADTN ANET in addition to AAOI
If Hegseth was in charge if the war, he'd just make everyone play beer pong for the win. ANET 140c 04/02
Think HPE is a great options play between the averages of SMCI,DELL,CSCO,ANET which largest competitors to HPE and 80% of market segment theyre in between Networking and Ai infrastructure the move looks like it should be around 8% Adding 100 calls HPE open. propbably in 21.5 range. Expected stock price after this blood fed night expecting open around 20.5 and after earnings 22.2
Update: ANET and KRE kept me from jumping off my roof. 🥳🥳
ANET keeping me from jumping off my roof
I love that ANET and SHOP steadily, steadily coming back up off three month lows. These are both $160 stocks
Go crazy on AMD, ANET AND WM Only buy under AMD under $190(on dips) and ANET under $125
Ofc I’m heavily invested in AMD and ANET
P/S scares me on both, but ANET as an example still looks nuts on that level since its just so juicy on the margin side... and growth is so strong very hard to easily put price target on them. optical vs copper scares me most I suppose for CRDO specifically - but bulls push back that its not all gloom and doom
50k gainz boys nothing too special. Selling QQQ puts immediately on open was a key move. That fuel now went straight to some cheap calls on NBIS, ANET we ll see how it goes. Keeping STNG and SPX only since i have time, in case things re-escalate
Added to APH ANET USLM today
Sorry, you've never swing traded. My neighbor turned me onto it. I've made roughly $ 27K YTD off CRWV, RKLB, RDDT, ANET, TSLA, GOOG, MU, AAPL, and AMD. I've been conservative, too. My core holding gains pale in comparison to the gains I've made from swing trades. If I were more aggressive, I could have made 5X that...easily. I try not to gamble though.
Sold Samsung, Hynix and Sandisk. Pretty awesome super quick trades. Like over 15% total in a few weeks. Started rotating into NOW, INTU, SPGI, CDNS, ANET, PANW, ARM, UBER, and AVGO. I think NFLX will be the last to make the new list. Value!
I have Bipolar I am BULLISH on NETWORKING infrastructure HPE CSCO ANET SMCI.. but I'm also bullish on PUTS on SPY because our US gov are fkn wusses and making us Americans look like clowns SMH.
Can’t really understand why ANET is falling but ok … more for me in the future
Shall I buy a NET or ANET share? Thanks for your attention to this matter.
Yes and ANET due to nvda/meta news .
Is NVDA switches bad for ANET?
WTH what happened to AMD and ANET
No, apprently they are destroying APLD AMD and ANET. They are tanking it
What is happening to ANET? Any news?
Seems dumb, thats not new Meta has worked with both ANET and NVDA on switches for a long time now
Why did ANET drill -10% on that news
"NVIDIA CORP - META SCALES AI WORKLOADS WITH NVIDIA SPECTRUM-X ETHERNET" - geez, cant go a day without one of my names getting rekt... ANET down on this headline
What are you talking about? ANET blew it out.
ANET blew out their number again and there were a ton of upgrades over the weekend. Following the Pelosi strategy and bought leaps last year.
ANET Friday 2/20 calls @ $150.
Sold CRWV with a loss of 10% for a bit of MSFT, CRWD, NET, ANET and NOW. Did I fk up?
ANET founded by Andy Bechtolsheim after Sun Microsystems. Stellar engineering culture. AI infrastructure, networking switches - sell to hyperscalers. Often buy advanced network chips from Broadcom AVGO. Compete with Cisco and hyperscaler in-house “white box” switches. CLS also makes and debug switches for hyperscalers. These are companies receiving the capex from hyperscalers.
ANET absolutely crushes earnings and praises AI demand..... Stock flies and fades all day this shit is a joke lol
Sold my CRWV zu buy MSFT NOW NET CRWD and ANET … feeling much more safe now. Had too much money in it and accepted 1.3k loss.
Hell no. It already bottomed out. ANET is only going up from here
Ok, so while I was vaporized on COIN (rip puts) and ANET (didn't go up as much as I thought), DKNG and PINS made up for it 3:1. Great way to end the week!
Understand your excitement, same here rough couple weeks, but ANET saw clearly, I sold a few positions including for small losses to get all in at about 11am. One for the little guy's
on the plus side ANET and BROS did well after the close
ANET was an easy one today. I hope that people were able to get in on it. I expected to go up another 5% after market opening. It was down yesterday several percent so that will come to a 20% gain in 24 hours. Called it perfectly.
I sold ANET and RIVN today. I was tired of getting clapped on earnings. I'm fucking cursed
Tough one right now. ANET just popped 15% after hours on earnings so I would wait for a dip. AVGO at $330 is more diversified.
I knew it ANET gonna smash
ANET being bought and APP sold is prime example of this market chaos ... know what you own
Fuck man. I have Debit Spreads on ANET. Capped Wins suck ass
in this market your $COIN will print tomorrow and $ANET will not
ANET up though, for now anyways lol
My $ANET calls will print tomorrow, not sure about $COIN
bought some ANET shares before close, very nice
RIP my ANET puts I guess lol.
I didn't even buy any of these LOL.. i ended up buying ANET calls
Cooling infrastructure: \- Agree on water. Vertiv (VRT) is already running on this thesis - liquid cooling for data centers. \- The desalination/filtration angle is interesting but hard to find a pure play that's directly tied to AI demand. Networking/interconnects: \- This is the one people are sleeping on. As clusters get bigger, moving data between GPUs becomes the bottleneck. Broadcom (AVGO), Arista (ANET), and Credo (CRDO) play here. But everything is volatile now, so things may go worse before it becomes better
I bought calls on $MU, $HOOD, $COIN and $ANET - getting cooked on 3/4
Yep, same with TOST, ROKU, TLWO, DXCM, ANET and AMAT. Bought at the bottom
Jesu Christe I’m cooked boys. Shellfish of me not selling my ANET calls when it was above the strike.
All the calls play that i picked up are down like 20% in the last hour. ANET, PINS, and BROS are all dropping like its hot. But coin is still dropping and if it falls to $120 then ill be a o k.
ANET puts, stock is gonna tank 15-20%
PINS COIN DKNG puts ANET calls Don't ask why, I'm guessing and desperate lol.
Is ANET taking market share from CSCO?
ANET or AMAT earnings play today?
Given how Cisco did I'll be buying puts on ANET since they're in the same market and a smaller player.
Moves today: ANET/AMAT/FROG/TOST/TWLO/ROKU/BROS, also adding more MU shares
Watching ANET earnings after the close. It was down today I wonder if in sympathy with ALAB.
I made a \*lot\* of money today on $DIOD and $TDC. I put 10% into 1DTE options on FSLY and 5% into options on LEG and LPTH. LPTH and LEG look like losers. FSLY will make me a pretty penny tomorrow. I am eying 1DTE OTM options on BROS, ABNB, CAE and ANET tomorrow. Whatever I can get for less than $50 each. 80% of my portfolio is cash.
Hubs and Applovin might buck the trend of software slaughter as they are already down a lot. AMAT, ANET and Cisco should jump up
I mean everyone will soon use (and already pretty much does) almost only NVDA/ANET Ethernet switches/routers. Nvidia uses their own networking chips and Arista, Broadcom’s. So I’m not so sure.
Anyone else in ANET? Let’s go
That was a good day My ANET calls did really well. Looking forward to the earnings on Thursday and see if it can get back to the $165 it was in October - that would be sweet.
ANET calls printing again.
ANET calls for Friday.
If you look at the Capex table, the money is shifting from chips only to power, cooling, and custom silicon. Here are the best bets for each sector, graded by entry potential and fundamentals. From Gemini pro. I'd like to hear opinions from Reddit about how we see this cup overflow and other possible overlooked smaller or mid caps that will benefit from this shift of capex. 1. The Power & Nuclear Layer ($CEG) Ticker: $CEG (Constellation Energy) Grade: A Why: They are the nucleus of the AI energy play. They recently secured a massive 20-year deal with Microsoft. The Alpha: Currently trading at a ~28 P/E, which is actually below its 12-month average. While most "AI stocks" are at all-time highs, $CEG is a value-entry into the most critical bottleneck: clean power. 2. The Thermal/Cooling Layer ($VRT) Ticker: $VRT (Vertiv) Grade: A+ Why: You can't run $610B worth of Blackwell chips without liquid cooling—they will literally melt. Vertiv is the undisputed king of high-density cooling. The Alpha: Forward P/E is sitting around 36x. They carry a Zacks #2 (Buy) rank and just reported a massive backlog that extends into 2027. This is the "Nvidia of infrastructure." 3. The Networking & Custom Silicon Layer ($AVGO, $ANET) Ticker: $AVGO (Broadcom) Grade: A Why: Big Tech is desperate to escape the "Nvidia Tax." $AVGO is the partner for Google (TPU) and Meta (MTIA) custom chips. The Alpha: Currently trading at a 0.93 PEG ratio, meaning you are getting high growth at a discount compared to the sector. It's one of the few plays where EPS is growing faster than the stock price. Ticker: $ANET (Arista Networks) Grade: A- Why: Hyperscalers are standardizing on Arista for high-speed Ethernet to connect their GPU clusters. The Alpha: They just reported 27% YoY revenue growth. With a P/E around 49, it's priced for growth, but they are the "plumbing" that makes the $610B in hardware actually work. 4. The Physical Build-out Layer ($EME) Ticker: $EME (EMCOR) Grade: B+ Why: The "shovels" play. They do the mechanical/electrical engineering for massive data center shells. The Alpha: Trading at a ~30 P/E with a massive 12-month run-up (1-year low was $320, now near $760). It’s a slightly "expensive" industrial, but their earnings revisions are trending up as more $100B+ data centers break ground.
If you look at the Capex table, the money is shifting from chips only to power, cooling, and custom silicon. Here are the best bets for each sector, graded by entry potential and fundamentals. From Gemini pro. I'd like to hear opinions from Reddit about how we see this cup overflow and other possible overlooked smaller or mid caps that will benefit from this shift of capex. 1. The Power & Nuclear Layer ($CEG) Ticker: $CEG (Constellation Energy) Grade: A Why: They are the nucleus of the AI energy play. They recently secured a massive 20-year deal with Microsoft. The Alpha: Currently trading at a ~28 P/E, which is actually below its 12-month average. While most "AI stocks" are at all-time highs, $CEG is a value-entry into the most critical bottleneck: clean power. 2. The Thermal/Cooling Layer ($VRT) Ticker: $VRT (Vertiv) Grade: A+ Why: You can't run $610B worth of Blackwell chips without liquid cooling—they will literally melt. Vertiv is the undisputed king of high-density cooling. The Alpha: Forward P/E is sitting around 36x. They carry a Zacks #2 (Buy) rank and just reported a massive backlog that extends into 2027. This is the "Nvidia of infrastructure." 3. The Networking & Custom Silicon Layer ($AVGO, $ANET) Ticker: $AVGO (Broadcom) Grade: A Why: Big Tech is desperate to escape the "Nvidia Tax." $AVGO is the partner for Google (TPU) and Meta (MTIA) custom chips. The Alpha: Currently trading at a 0.93 PEG ratio, meaning you are getting high growth at a discount compared to the sector. It's one of the few plays where EPS is growing faster than the stock price. Ticker: $ANET (Arista Networks) Grade: A- Why: Hyperscalers are standardizing on Arista for high-speed Ethernet to connect their GPU clusters. The Alpha: They just reported 27% YoY revenue growth. With a P/E around 49, it's priced for growth, but they are the "plumbing" that makes the $610B in hardware actually work. 4. The Physical Build-out Layer ($EME) Ticker: $EME (EMCOR) Grade: B+ Why: The "shovels" play. They do the mechanical/electrical engineering for massive data center shells. The Alpha: Trading at a ~30 P/E with a massive 12-month run-up (1-year low was $320, now near $760). It’s a slightly "expensive" industrial, but their earnings revisions are trending up as more $100B+ data centers break ground.
ANET - Check out their CEO recent interview. Their networks are a critical component not just enabling the COMPUTE but also when it comes to distribution to the end-users of AI.
One hot take I have is that I don't think this memory boom will sustain for as long as people are assuming. I don't think the approach NVDA/AMD/chip designers will take is to continuously stuff as much HBM in each generation as possible; there are other means to address this issue. So while I think the current run-up of MU, SNDK, WD, etc is justified, I think the assumption that they'll continue this trajectory for 2-3 years is a bit hyperbolic. It's also a shame we can't directly invest in Samsung and Hynix in the US as they are really killing it. I have a lot of conviction in AMD and Broadcom. The smartest, most driven, "god-like clout" engineer I've worked with went to TSMC. NVDA is good too but a given. A small part of my investment decisions considers the types of people these companies recruit or how desirable it is to get a job there. Conversely, the most incompetent people I've ever worked with ended up at Intel. Just personal experience. Also don't have too much insight on ai related companies outside of chip design/fab. But seems like NBIS, ANET, VRT, etc have a lot of upside.
I’m in ANET for similar reasons. These new build data centers need more than chips.
I don't think the AI narrative is working as well as it once did (ultimately, someone has to pay for the capex). And there is a fear that we'll all be coding with AI instead of through software companies, although that narrative is also over done. And finally, high P/E is getting crushed. I moved much of my tech exposure to ETF's because I can't take the 15% swings in some individual stocks. And I'm writing calls against high volatility stocks like ANET, RDDT. It's getting a little crazy but so too this will pass.
Crdo crattered the last 7 days, and I think ALAB is next, even if they beat earnings because it's overvalued. Same with ANET
And ANET, MU, and AVGO will either have a sluggish day tomorrow or actually drop.
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 🚀