Arista Networks. Every tracked FinTwit mention of $ANET, newest first. 98 mentions since the first on Jun 23, 2025. See the price chart.
June 2026 · 7 mentions
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
IvanaSPEAR — $AVGO reiterating $100B guide for ‘27 while everyone is raising…
I think tried hard to lock everyone out of the value chain, but maybe didn’t work out as planned?
Customers want…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 2
Midas — $COHR
$AVGO
$ANET
$SMCI
$TSM
Follow me if you want to see when I enter these companies.↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
TheValueist — People remembering $ANET , possibly the most disliked large GAI networking name, still makes quality $AVGO powered RocE v2 products at scale. https://t.co/8YG6c7A9Iu↗
May 2026 · 30 mentions
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 25
Dillon Valdez — $ANET and CRDO are different layers of AI data movement.
Arista sells the fabric layer: switches + software inside the cluster. Q1 2026 revenue was $2.71B.
Credo sells the link l…↗
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Vulture trades 🦅 — High Confidence Swing 🚨
$ANET 220 Call 5/15 at 1.90↗
March 2026 · 5 mentions
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 12
The Future Investors — 𝗔𝗿𝗶𝘀𝘁𝗮 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ANET
EPS: $0.82 vs $0.76 est. ✅
Revenue: $2.49B vs $2.39B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟭 𝟮𝟬𝟮𝟲
Revenue: $2.6B vs $2.…↗
Feb 7
The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇
Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP
Thursday: $NBIS $ANET $COIN
Which ones are you…↗
January 2026 · 2 mentions
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
December 2025 · 6 mentions
Dec 31
The Future Investors — $ANET Fantastic conversation between Nicolai Tangen @NicolaiTang1 and Arista CEO Jayshree Ullal @AristaNetworks 🎙️
They dive into AI networking, infrastructure challenges, leader…↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 21
The Future Investors — $ANET The making of Arista’s decade 🚀
In just 10 years:
- 10,000 customers
- 100M ports shipped
- $8.5B revenue (TTM)
- #1 market share in data center switching https://t.co/Es0K…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 5
Ray Wang — " $ANET down $20 after earnings also doesn't help, among others, but ANET did lose some share back to $NVDA, where networking grew from $3B to 7.3B last 2 quarters after flatlining…↗
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
August 2025 · 2 mentions
Aug 28
Daave “3 and 30” Tepper — Nvidia might be overvalued, maybe not. No position $NVDA
But AI DC spend beneficiaries are telling you the spend goes on.
$vrt $nbis $mu $anet $gev $crwv https://t.co/7slLb9WW1…↗
Aug 7
Puru Saxena — Pleased to share our Senior Analyst's insights on $ANET Q2 ER and what it means for AI and AI infrastructure -↗
June 2025 · 1 mention
Jun 23
Dylan Patel — IDK who Kevin Rippey is but this is the funniest thing I've ever seen written about me!
Thanks for the compliment Kevin!
We had a sick core research note today on Arista.
Slides be…↗
— The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 7
Wayne Liang — Talking about bottlenecks a bit more...
This whole thesis is pretty straight forward. GPUs are available. Power to run them isn't. Data center occupancy rates should exceed ~95% b…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 6
Jeff York, PPT — $ANET today, big reversal at the yearly R1 #pivotpoint! 🎯
The BIGGEST reversals happen at the Yearly #pivotpoints! ⏬⏫ https://t.co/T04D1IhGCQ↗
May 6
Jason Luongo — 6. $ANET - Arista Networks (Networking)
The backbone connecting AI data centers. Q1 revenue $2.71B, up 35%. Just raised the full-year AI revenue target to $3.5B - more than doubli…↗
May 6
TheValueist — $ANET KEY READ-THROUGHS FROM ARISTA NETWORKS Q1 FY2026 EARNINGS CALL
Arista’s Q1 FY2026 material is a broad AI infrastructure read-through, not a narrow networking result. Revenue…↗
May 6
Tech Fund — "Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET
Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon an…↗
May 5
The Future Investors — 𝗔𝗿𝗶𝘀𝘁𝗮 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ANET
EPS: $0.87 vs $0.81 est. ✅
Revenue: $2.71B vs $2.62B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: $2.8B vs $2.7…↗
May 5
TheValueist — $ANET (Bloomberg) -- Arista Networks reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $2.71 billion, +35% y/y, estimate…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 2
InvestmentGuru — 5 stocks that are buying opportunities on pullback: $CRDO $MRVL $GFS $ANET $BE
$CRDO — Credo Technology
The AEC king just hit 201% YoY revenue growth in Q3, and the stock has pul…↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
TheValueist — $ANET has been very strong and 1pt away from all-time high. They have been left in the dust as yesterday's news on The Great Optical Rip of 2026. The viability of LPO is still ques…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 14
Vulture trades 🦅 — $BE $ARM $ANET $ON and many many more
Make sure to have notifications on↗
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
— 🔵 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
AI runs inside massive data centers.
These systems connect, cool, and power thousands of chips.
Key companies:
$VRT | Vertiv
$ANET…
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
— $ANET doesn't see co-packaged optics (CPO) adoption anytime soon in the hyperscaler market (via William Blair) https://t.co/gZUMAe2jtg
The Future Investors — $FTNT $ANET Fortinet and Arista Networks launched a joint secure AI data center solution, combining ultra-low-latency networking with ASIC-accelerated security to deliver a scalabl…↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
— 𝗔𝗿𝗶𝘀𝘁𝗮 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $ANET
EPS: $0.75 vs $0.72 est. ✅
Revenue: $2.31B vs $2.27B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟰 𝟮𝟬𝟮𝟱
Revenue: $2.3B-$2.4B v…
The Future Investors — Next week we’re picking up right where we left off — with another busy wave of earnings ahead 📊
Monday: $PLTR, $HIMS
Tuesday: $UBER, $SHOP, $ANET, $AXON, $AMD
Wednesday: $NVO, $H…↗