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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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So I take it that you are inferring I am the only open order on that stock as sometimes I enter an order somewhere between the bid/ask, I don't get filled right away and the bid/ask doesn't change until the price moves a noticeable amount. These are not illiquid stocks I am talking about (NVDA, SPOT, HOOD, ANET, NFLX, IREN, LRCX to name a few) and it happens on calls and puts. And, these days, it seems it happens VERY FREQUENTLY on most trades. Not disagreeing with you but I find it REALLY STRANGE. Twilighter.
# Technology (7 stocks)Equal-weight: +5.60% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**ANET**|Arista|$130.73|$172.47|\+31.93%|$175.00| |**AVGO**|Broadcom Inc|$340.74|$418.20|\+22.73%|$475.00| |**CRM**|Salesforce Inc|$263.97|$180.18|\-31.74%|$365.00| |**GWRE**|Guidewire Software|$207.42|$136.62|\-34.13%|$300.00| |**KLAC**|KLA Corporation|$1264.02|$1900.00|\+50.31%|$1485.00| |**PANW**|Palo Alto Networks|$189.49|$182.90|\-3.48%|$235.00| |**SNPS**|Synopsys Inc|$481.24|$498.54|\+3.59%|$650.00| |**Category Average**|—|—|**+5.60%**|—|
|**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|
Thanks for sharing this benchmark! It’s interesting to see how J.P. Morgan’s picks are actually performing in real-time. ANET and LC are really carrying the team here.
VM analyze the option chain of ANET for me
Of all of those I hold and will continue to buy NVDA, ANET, CEG. I think micron is great, Broadcom can be good but they will loose all VM ware revenue in the next 5 years (IMO) I like vista I hold them but wouldn’t buy into them again got them in 2019 the rest I think have better alternatives.
Completely fumbled the dip and sold ALAB, ANET and CRDO before they really took off — just buying MRVL at this point
Well yes, you’re right, most if not all names tied to data center build out would crash. Definitely wouldn’t be just MU. GEV, SNDK, FIX, AMD, Mag 7, ASML, IESC, LMB, EME, ANET…everything in the AI blast zone would get hit hard. You can sort of just look at Deepseek to see.
ADTN ANET MRVL NOK SIVEF My son-in-law works at CoreWeave.
I did it when NVDA peaked in price and spiked my already extreme concentration. I knew it would snap back and accelerate my portfolio’s downside beta much more than I wanted so I started trimming and buying down the AI infra stack toward the end of last year and have been rewarded for the discipline (for getting positions in VRT, ANET, MRVL, ETN where institutional money is moving now). These will move up faster than NVDA in Phase II.
Happy ANET new ATH to all those who celebrate
ANET is also gaining. It has to be one way or the other.. how could photonic connections are also gaining.. which one makes more sense to you?
ASTS, SNDK, LITE, ALAB and ANET look dumpy today
Thank you for sharing your work. I coincidentally bought ANET on March 11, this is the first time I’m seeing this post. How does ADTN come out in your model? ARQT in the pharma space?
ANET has been chopping since September, and that shit looks like a massive bol flagg 8 think it's breaking out and headed to 3 hundo
AI infrastructure plays still printing, ANET, ALAB, MU, SNDK, All performing great. None of these are close to their ATH from back in Nov. so there is way more upside. Leaps are printing stupid for the patient.
ANET cleared the $150 barrier gonna continue to rage up🚀
Bought some ANET and added to Citi today.. Still waiting for the gaps to fill to add a bunch more tqqq/calls
STX ANET calls, NOW W CRM puts... play both sides is the only thing I can think of these days...
AVGO/ANET helping a lot today for me
Short time horizon for 5-10x. IONQ could hit that in 5-7 years. DeFI has a chance of this in your time frame. 3-6x in same period- a whole bunch- ALAB, INOD, CLS, ANET, SoFI, CRWV, DASH, IOT, SEZL, SHOP to name some I think have a strong shot at 3-6x in 3 years
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