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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
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How bad was the Arista news? Have been waiting for a pullback to buy some ANET, and here it is down 10%.
ANET back to $145???
ANET traded kind of wonky, at least as long as I’ve owned it.
Pretty brutal selloff for ANET. Looking for that $121 gap fill
Analyst upgrades should have zero impact on a stock price considering how wrong analysts often are so ANET down despite them is refreshing to see.
Bad day for ANET, yet multiple analyst upgrades today lol.
ANET just pulled a fucking hoodini, and bamboozled my money
Same with ANET 🤣🤣💃
There is news. They're having an analyst day. From investing.com: **Arista Networks** ([ANET](https://research.investors.com/quote.aspx?symbol=ANET)) forecast 20% revenue growth in fiscal 2026 to $10.5 billion, slightly above consensus estimates, at its analyst day. Arista stock initially rose, then reversed down on Friday as Wall Street analysts mulled artificial intelligence-related guidance from the maker of computer networking gear as well as the company's three-year financial targets. Amid a capital spending boom at cloud computing companies, Arista late Thursday predicted that its AI networking revenue will grow 70% in 2026 to around $2.75 billion, up from $1.5 billion this year. That outlook "could be conservative given the large product deferred revenue balance," Barclays analyst Tim Long said in a report.
Seems a bit odd for ANET to be down -7% today with no significant news.
I’ll have some ANET on this dip pls and thank you
ANET was $60 / sh during the tariff drawdown. sad I didn't yolo
$ANET, said it at 145 and i'm saying it now. My favorite stock since last year
Debating selling SNOW and buying VRT or ANET..
Sold my $ANET calls for over 166% gains. Good day.
ANET is more likely to make you a millionaire
Sitting on the sidelines watching my ANET leaps, CRWV, INOD, APP and UNH. Its been a great week in the market but man I look outside and it is fucked up.
I really sold ANET and AVGO to buy AMZN and DUOL rip
Daily reminder to get in $ANET calls.
My $ANET calls will print bigly tomorrow. You all here probably never heard of it. Muah aha ha
Hopefully some you played my $ANET calls. Hidden gem.
Lots to answer. Wish I wasn’t in mobile. Not avoiding you just busy. I wheel SOXL, NVIDIA, ANET, and SPY. SOXL has been high vol recently, ANET in second. Usually targeting weeklies except for SPY, I do daily or over nights. In reference of the 24% gain, mostly eyeballed on the last 6 months, I’m up that much from the strategy. I think it helps that I have little tricks or indicators that make me quick wins, but I have been doing various methods like this for the last 3 years. Overall it pays for my lifestyle when I live abroad. It also feels safe as I haven’t picked a stock that has imploded, I assume that’s my black swan event. Hope it helps, I don’t mind talking more on this.
Do your research. Take a look at APLD and ANET.
bought and held NIO a long time ago. Lowest I hit was -68%. Past 12 months, I shifted to recurring investments into SPY, ANET, PLTR and played a bunch of options around earnings for PLTR, NVDA, ANET, APLD, AMD, QS, TSLA. Got myself out of the hole.
Look at ANET. That’s a long term money maker. IMHO.
Anyone in Arista Networks ANET?
Gobbled up GEV ANET NBIS INTC and MSFT calls today.
I’m a ANET man but good luck
Do you realize that ANET sources chips from AVGO for their data center networking equipment? They’re the leader in silicon for white box networking equipment. They experienced 140% YoY growth in AI networking. Custom silicon is a portion of their AI growth but networking is where they are killing it.
Irrational tarrif fears. ANET is a very high beta stock so that will happen. ANET is my 2nd largest holding. I'm up 55% since buying.
what happened in April that caused ANET to lose literally half its value?
So you are saying betting on ANET instead of nvidia?
GPT gave ANET as its single best stock recommendation to me just yesterday. Whats the projected demand for these Ethernet adapters? The margins are good.
Whatever AMD + ANET is already being done at NVIDIA. NVLink already connects GPUs in the same rack, while NVSwitch will complement that by linking multiple racks. Other than "doing it better", nothing what AMD + ANET is doing significantly stands out.
It’s so hard to not do that but I’m getting better. I had EA calls and sold before a 5% day 🤦🏼♂️. But I sold ANET before it dropped. I am still holding Ddog and getting raw dawged though.
ANET is the greatest company ever!!! Average cost $92
ANET has tons of competition in house developments
This is way oversimplified. AI chips are literally designed for matrix math - that's what they're good at. The real bottlenecks are memory bandwidth and power, not network latency. Also you're ignoring massive competition: * Broadcom makes the silicon that goes in most switches * Nvidia/Mellanox still dominate high-performance computing * AWS/Google/Meta are building their own networking gear to cut out vendors entirely Enterprise networking has never been winner-take-all. Even Cisco at its peak wasn't a monopoly. ANET is solid but calling it an inevitable AI monopoly is a huge stretch.
I knew a girl named Annette one time. ANET is treating me really well rn :)
Congratz ANET bulls. Damn didn't catch this. The calls were actually cheap considering it's ER.
I was right on some AMD puts for a 50% gain but didn’t also pull the trigger on ANET calls cause which are up 500%. Womp womp
I was right on some AMD puts for a 50% gain but didn’t also pull the trigger on ANET calls cause which are up 500%. Womp womp
ALAB and ANET paid this morning!
SHOP and ANET and AAPL all way up. What a market.
ALAB and ANET crushed earnings. Both up 20% this morning
Knew ANET was free money. Didn't buy any though.
Why you feel ANET will drop?
I believe they do something with cloud switches and not cyber security ? If that the same and i’m an idiot you can let me know. ANET just had good earnings
Threaded the needle with ANET today 💰💰
where's the regard that went in on ANET congrats
Potential put buys begin at \~$137 and ANET was \~$135 in the post so not quite 10-20% higher. 146 to 155 would take you \~8-15% higher so calls are not worth it to me. Especially if you consider how low it could go.
ANET get me paid bitch - looks like I’ll be hitting Chili’s Tomorow
I don't understand how you don't understand. Sure those are good points long-term for ANET(shares). I'm talking about a short-term overreaction to the downside, not a long-term, sustained downtrend. OCT-NOV is not that far out. My price targets are higher than the current price because I plan on buying puts tomorrow if ANET goes within my target range.
Did anybody play ANET or ALAB? Both crushed
Lol. Why would you jump back in now? I'm buying puts mostly based on technicals. My target range for ANET is \~$137-146 with a lower probability of \~$155 and I'm looking for an OCT-NOV exp. I can go into more detail if you ask a more specific question.
Made a $500 offering to the options gods buying OPEN calls, rewarded my ANET calls and AMD puts handsomely 🙏🏼
I will be correct just like I was with ANET today
Yeah I'm likely buying puts on ANET in the morning or at some point in the week.
what or who the Eff is ANET, and why is it going up and not AMD!
Why puts on ANET? I’ve been regretting missing this last leg up and considering jumping back in.
ANET did well (my only open play today.)
Yay ANET! (Please hold.)
My play ANET smasssshhhed! What a pick
Glad I doubled down on ANET during the liberation day nonsense. Panicans wouldn’t understand
That guy that commented about ANET yeah you printed buddy good job.
Let’s hope my ANET 9/16 125c print tomorrow
GOOG, MSFT, and AMZN all just said they are supply constrained on HPC cloud compute. COHR, ANET, CLS, NVDA, and AVGO all had tremendous Qs... one small cap crap-co does not a data center demand weakness narrative make
Holy... And I thought ANET only went down on earnings... Def buying more AMD tho
every stock that I own dropped after AH earnings: AMD, OPEN, SNAP, UPST, RIVN, LCID, SMCI every stock that I didn't own rose: ALAB, ANET 0/9 0% success rate lol
fuck I should've locked those ANET calls
I sold SMCI and AMD at highs and kept ANET and ALAB … yeah
ANET acting like a good little stock
ANET and ALAB holders really laughing at the rest of the earnings today
Thank the lord I had ANET calls
$ANET EPS: $0.70 vs $0.65 est. Revenue: $2.20B vs $2.11B est. Outlook Q3 2025: Revenue: $2.25B vs $2.12B est.
ALAB and ANET fuck. Everything else is dumping
Green Day tomorrow so ANET pumps even higher and I’ll jizz in my pants 😮💨
ANET calls paid, just need AMD to drop like a rock in 50 minutes
lmao I have literally all the stocks on the chart for Tuesday AH earnings except ANET and ALAB.