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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 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)
I hope this translates to good earnings for the pick and shovel IT providers like Arista (ANET).
Just for an example. when there was deepseek news from earlier in the year, a ton of names got haircuts. NVDA was down like 20%, VRT was down like 30%, ANET down 22%, $STRL (a builder of data centers) was down like 30%. I wouldn't be surprised to see a ton of panic selling when the first one finally makes the announcement. Also wouldn't be surprised to see when one company cuts back, the others will follow.
Many of the companies that are the building blocks of the data center space are double or even triple that. For example, [Arista Networks](https://www.google.com/finance/quote/ANET:NYSE?window=YTD) is around 60 and that's with a 46% increase in its stock this year.
I wish I had that bank roll and bowling ball nuts. I got in nvda at 120ish 13k and amazon 193 (sold) 200. AMD is 110% up but only 1.5-7k my single stocks along with GooG, Mrvl, SMCI, ANET, UNH and UBER. All doing well but I threw the lions share of money in QQQ
https://preview.redd.it/0wqxsvis0uxf1.png?width=1024&format=png&auto=webp&s=1f65fcee7af4f98da0d03aca78f2e6ca82f3fcd7 # The Play – Oct 28 **$GPUS | $TEAM | $PYPL | $ANET | $AXON | $UNH** Markets are moody, earnings are messy, and everyone’s either chasing breakouts or questioning their life choices. Here’s what’s on my radar this week — no hype, no noise, just plays that make sense. **$GPUS – The Hype Magnet** AI names are catching a second wind, and $GPUS is the shiny new kid everyone’s watching. Volume’s picking up, sentiment’s borderline cultish, and momentum traders are treating every dip like free money. Great short-term energy here — but I’m watching for exhaustion before piling in. **$TEAM – The Quiet Builder** Atlassian doesn’t get enough credit. $TEAM has been quietly grinding back after last quarter’s selloff. If enterprise software holds its footing, this could be one of those slow-burn winners — boring charts, steady payoff. Sometimes that’s the best trade in a noisy tape. **$PYPL – Value or Trap?** This one still tests conviction. Fundamentals look fine, but fintech sentiment is in hibernation. $PYPL feels like that solid friend who’s still around but doesn’t light up the room anymore. Watching closely — that’s where the story changes. **$ANET – The Steady Giant** Networking isn’t sexy, but $ANET continues to quietly crush. Strong margins, steady growth, and exposure to AI-driven infrastructure make it a solid swing candidate. Not a meme, just a machine — exactly what you want when volatility gets silly. **$AXON – The Future of Safety** $AXON keeps executing. Demand for non-lethal tech and its expanding software suite give it serious long-term legs. Price action’s been tight, and that’s often the calm before the breakout. Still holding, still confident. **$UNH – The Defensive Anchor** While everyone’s chasing momentum, $UNH sits quietly in the background, doing what defensive stocks do — absorbing shocks. Healthcare demand doesn’t swing with sentiment, and UnitedHealth keeps printing stable earnings. Not a fast mover, but a great balance against tech-heavy exposure **Wrap-up:** The goal isn’t to predict moonshots — it’s to stay in the game long enough to catch one. Trade what makes sense, keep emotions out, and remember: sometimes *patience* is the most undervalued position on the board.
All tech, but that's where the growth is ALAB ANET MU NVDA CRDO ASML TSM
Wait I just saw 134k shares sold of ANET on the tick by tick on webull lol, surely this is a bug?
Anyone know why ANET is jumping today?
Why buy it back? Take the $5500 gain + the premium and be happy with the profit. Then redeploy the $$ into another stock. I'm in a similar situation with ANET. I refuse to buy it back because it is deep in the money. This has happened on a few of my CC positions causing me to rethink writing covered calls as I am leaving massive $$ on the table. This is what covered calls do...they cap your upside. Lesson learned for me. I will move on and be "happy" with the tiny gain.
I listen to their ER and follow them pretty closely. The way to think about ALAB, CRDO, ANET, CSCO, and other networkers like NVDA, AVGO, MRVL is they will benefit from number of chips deployed. Nvidia for example has gone from 8 GPUs fused together to 72. Their next generation called Rubin will fuse 144 GPUs together. As this continues, the hyperscalers will need more Ethernet cables, AECs, switches, etc. Again, I hold all 3. If I were to rank them on safety, it would be Anet, followed by Crdo, then Alab. ALAB has stiff competition from Nvidia themselves as well as Broadcom and Marvell. Crdo has 70% market share in their space and don’t really compete with the big guns. If I were to tank them on growth potential I would say ALAB, followed by CRDO, and lastly ANET. ALAB is going through a blip due to analyst fears about more competition however the networking TAM is growing so rapidly they will continue to do well. They have 2 major catalysts in the next 2 weeks. First, Amazon reports next week which will help the stock since they are ALAB’s main customer. Then they will beat and raise again in their November 4 ER.
On a TTM basis net income is $42M. This is a company growing revenues over 100% annually. They’re on a $1B revenue run rate and will only continue to grow due to the AI boom. I think it can be tricky to value such companies on fundamentals. One also needs to think of their place in the market and the niche they’re carving out. Because of the massive expansion in number of GPUs/XPUs being used, both ALAB and CRDO are feasting due to their niches. ANET is benefitting from the same dynamics but growing at a slower rate. All 3 will do well over the next 5 years.
Net income for ALAB has been negative for all financial years to far. CRDO has had negative Net income all the way up to 2024. It's first now in 2025 that they made black numbers. If and how that continues in the future, I do not know. If you look at ANET, on the other hand, they have a proven track of being profitable for many many years.
ANET without a doubt. The only company among those three that is well established and good long term buy. The other two are too speculative in my opinion. One isn't even profitable yet. With that being said, I would wait for ANET to pull back a bit more because it is overvalued in my opinion.
I bought the dip on ANET around 140.22 when it showed strength at 55dma. Stop loss is 136. I like the risk to reward here although NVDA is gonna start eating their lunch through its proprietary ethernet solutions for datacenters
HOOD INOD ANET COIN lets go
Guys, what’s the difference between ANET, ALAB, AVGO? Just trying to wrap my head around on what the MOAT for each.
Chose the worst possible stock to buy calls. All tech running but $ANET dead wtf
ANET pooped the bed.
ANET Arista networks is on sale!
oh regarding ANET: Nvidia says meta and Oracle will use X Ethernet switches. Im assuming this is quite bad, idk how much EPS loss this is. The dip was -3%, but mostly bought up already, so I guess its not that bad?
ANET in free fall but why?
Yep, I was buying hand over fist in March/april. Missed the bottom but got in some great names -AVGO, PANW, ANET, CEG, up like 80% on em. Got downvoted though when I said now's a good time to buy.
The one area i'm less concerned about in the area of the data center stocks, is still the ones that deal with electrification. The grid is out of date and that is still going to be on the biggest limiting factors for these build outs. It's going to be wild once we see some spending cuts in the future or something that points towards something being negative. I was pretty highly invested in data center names before LLM's took off, since cloud computing is something that almost every company needs more of. However, does feel kind of wild how much is going into the AI stuff and I still remember like February this year when the deepseek news hit and a ton of names feel pretty quick. If you are going to be buying some of these names, you better know what you are buying and have some conviction. Just an example, but something like $VRT went down like 60% from Jan to April because of deepseek. $ANET was about 50%.
ANET Sept 2026 200 leaps.
Other AI related stocks - picks and shovels: ANET, VRT, GLW, CRDO, MU.
I feel like one of ALAB, ANET or POET might get an investment from one of the big players. I just happened to pick POET because of all the DD I've seen on here lately (recency bias and hopefully shit that sticks in redditors heads) and the 75M investment today. I'll be looking to see if there are any longer play options that look not too expensive on the others.
I'm invested in some of those companies but honestly I feel like they will spread their eggs around so I feel like ANET is another possible investment. After the AMD investment all companies seem possible to me gigantic or tiny.
Do you mind explaining how Celestica stands up vs ANET? Are they direct competitors? Why CLS over ANET? I thought ANET was the market leader in the highest end networking.