ANE

ANET

7 tracked calls · 7 long · 0 short · last 90d: 7L/0S

first called by JP Insights 1mo ago

IN TRACKED PORTFOLIOS

ANEANETLONG3w ago

“Memory runs through Micron, compute through Nvidia, custom silicon through Broadcom, networking through Arista, connectivity through Credo and Astera, and the power-and-thermal layer through Vertiv, P”

JP Insights

Arista dominates the networking layer of AI data centers and recently raised its 2026 AI revenue target to $3.5 billion as physical infrastructure scales.

ANEANETLONG@ $160.67

$178.97+11.39%

since call Jul 5

peak +17.5%

Trade on Robinhood →

ANEANETLONG4w ago

“Server/Switch ODM/OEM Super Micro Computer $SMCI Arista Networks $ANET Cisco Systems $CSCO”

P Equity Research 📰

AI data center networking buildout benefits Arista as the named high-performance switching platform in the Server/Switch ODM/OEM layer of the supply chain map

ANEANETLONG@ $159.55

$178.97+12.17%

since call Jun 27

peak +17.7%

Trade on Robinhood →

ANEANETLONG4w ago

“Server/Switch ODM/OEM Super Micro Computer $SMCI Arista Networks $ANET Cisco Systems $CSCO”

P Equity Research 📰

Arista Networks dominates AI data center switching, winning share as hyperscalers build out GPU cluster networking

ANEANETLONG@ $159.57

$178.97+12.16%

since call Jun 27

peak +17.7%

Trade on Robinhood →

ANEANETLONG4w ago

“Server/Switch ODM/OEM Super Micro Computer $SMCI Arista Networks $ANET Cisco Systems $CSCO”

P Equity Research 📰

Arista Networks is the AI networking switch leader; hyperscalers upgrading to 400G/800G networks to connect GPU clusters drive outsized Arista revenue

ANEANETLONG@ $159.63

$178.97+12.12%

since call Jun 27

peak +17.7%

Trade on Robinhood →

ANEANETLONG1mo ago

“Arista's 1.6T Ethernet switches challenge Nvidia NVLink in hyperscale AI clusters”

Semi Doped · Vikram Sekar

Arista's 1.6T Ethernet switches challenge Nvidia NVLink in hyperscale AI clusters

ANEANETLONG@ $169.26

$178.97+5.74%

since call Jun 22