TheValueist — $ANET Arista Networks: Mastering the Ethernet AI Networking Frontier. Investment Thesis. New: 7/8/26.
Arista Networks has established a competitive position in AI networking that…↗
Jul 8
The Future Investors — $ANET We bought our first shares of Arista Networks on October 24, 2023 🗓️
Today, just over 2.5 years later, the stock is at new all-time highs and up 300%+ 📈
The hardest part…↗
Jul 8
TheValueist — $ANET is closing in on its all-time high. ANET doesn't get the attention it did at the beginning of the GAI infrastructure boom, but it still gets a seat at the table. I am long AN…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
June 2026 · 20 mentions
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
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…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
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 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 24
TheValueist — $META $AMD $NVDA $ANET EXECUTIVE SUMMARY
Meta Platforms and Advanced Micro Devices disclosed a multi-year, multi-generation AI infrastructure partnership structured around up to 6…↗
TheValueist — $ANET The SemiAnalysis post correctly identifies Arista’s large modular 7800R4 chassis as a deep-buffer, VOQ-based, cell-spraying architecture optimized for high-scale data center…↗
Jan 26
TheValueist — People remembering $ANET is an actual company with customers building gigawatt-scale GAI data centers. https://t.co/nwqT9aT1nU↗
Jan 25
Shay Boloor — 10 STOCKS THAT SCALE WITH CLAUDE COWORK SUCCESS
1. $MU memory for long-context agents
2. $NVDA sets the price of inference itself
3. $PLTR governs what agents are allowed to do
4.…↗
Jan 23
Serenity — Nitto Boseki - $NBCLF | 3110:
The story of an extreme bottleneck for AI:
> Spin Yarn/Glass in 1923
> Be good at it
> Create "T-Glass" for tennis rackets
> Wait 100Y, everyone nee…
December 2025 · 13 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 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 30
TheValueist — $ANET Arista Networks AI Strategy, Leadership Analysis, and Investment Thesis↗
Dec 30
InvestmentGuru — Evercore ISI: Best Idea List for 2026
High-conviction ideas for a K-shaped recovery and an AI-driven future
Evercore ISI just released its 2026 Best Idea List, and the message i…
November 2025 · 7 mentions
Nov 26
IvanaSPEAR — But don't forget about the rest of the networking value chain.
$AVGO $ALAB $CRDO $ANET $MRVL
Here is a link to the Replay + Slides from our Networking webinar from Sept.
https:/…↗
Nov 26
IvanaSPEAR — GPUs vs. TPUs?
The answer is Networking:
- Optics
- Switches
- Retimers
- Electrical Cables
Slides from our Networking Webinar 🧵👇
Loved sharing my thoughts with @cvpayne on @F…↗
Nov 24
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…↗
IvanaSPEAR — AI investments come in waves, and we think we are on the cusp of a new investment wave.
AWS is growing at a pace we haven’t seen since 2022 — reaccelerating to 20% YoY.” — $AMZN…↗
Oct 20
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…↗
Oct 9
IvanaSPEAR — The market still hasn’t caught up to what the $AMD +
@OpenAI partnership really means for networking — time to dive deeper 👇
$ANET $ALAB $CRDO $AVGO $MRVL $APH $INTC
The new AM…↗
September 2025 · 1 mention
Sep 24
IvanaSPEAR — Networking is the hottest area of AI Data Centers 🔥
$NVDA $AVGO $ANET $MRVL $ALAB $CRDO $APH $COHR $CIEN $LITE
Tune into our webinar today at 12 PM or sign up to get the replay…↗
August 2025 · 5 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 28
IvanaSPEAR — Trend Alerts from this earnings season🛎️
#1. Networking is the way AI hardware is achieving performance improvements and will be key for power gen savings $ALAB $ANET $CRDO $NVDA…↗
Aug 21
IvanaSPEAR — 1./Here are some examples:
We sized up $ALAB and $ANET when everyone was scared.
We disproved the short thesis that they are losing share: we talked to management, competitors, a…↗
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…↗
— BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 8
Jason Luongo — 6. $ANET - Arista Networks
Q1 revenue $2.709B, up 35% YoY. Meta and Microsoft are anchor customers, accounting for roughly 48% of 2025 revenue. Raised 2026 AI networking revenue t…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
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↗
— 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…
Alphatica — Keep an eye on these names in after-hours trading and over the next few days. $NVDA’s earnings report tonight presents supply chain risks to both the upside and downside, as these…↗
May 20
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…↗
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…↗
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…↗
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…↗
— The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…
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 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
The AI Investor — A free breakdown explanation of the AI data center networking stack: Scale Up, Scale Out, and Scale Across.
What’s your best pick for an AI networking stock right now, given that…↗
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…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
The Future Investors — 🔵 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
AI runs inside massive data centers.
These systems connect, cool, and power thousands of chips.
Key companies:
$VRT | Vertiv
$ANET…↗
Mar 7
InvestmentGuru — A few names worth watching closely:
$COHR appears in 3 categories — chips, fabs, AND transceivers
$NVDA is expanding beyond GPUs into optical networking
$LITE (Lumentum) is a key p…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Mar 4
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,…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
— 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…
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 19
TheValueist — $ANET $META $NVDA Net: the Meta–NVIDIA partnership is a near-term negative signal for Arista (ANET) on competitive dynamics at a top customer, but it is not automatically thesis-br…↗
Feb 17
The AI Investor — Meta has adopted NVIDIA Spectrum-X Ethernet networking across its infrastructure.
$ANET and $AVGO are both down AH↗
Feb 17
Jose Najarro Stocks — $AMD $ANET DOWN AFTER NVIDIA AND $META NEWS https://t.co/RWLuMdvWbU↗
Feb 17
Jose Najarro Stocks — MASSIVE $META $NVDA - Meta Builds AI Infrastructure With NVIDIA
NVIDIA Entering the CPU MARKET $AMD $INTC!!
"Meta expands NVIDIA CPU deployment and significantly improves perform…↗
Feb 17
Gaetano — 80-200 Billion $MRVL $GLW $ANET
Marvell Technology - $MRVL - $67B
$MRVL akes the silicon that controls high-speed data movement inside data centers, including Ethernet switches,…↗
Feb 16
Ben Pouladian — @zephyr_z9 So what was $anet saying last week lol↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 13
TheValueist — $ANET $MU $SNDK ARISTA “MEMORY” DISCUSSION DEEP DIVE (Q4 2025 EARNINGS CALL)
1.COMPLETE SET OF MEMORY-SPECIFIC COMMENTARY FROM THE CALL (AS-STATED)
Prepared remarks (CEO)
•“Despit…↗
Feb 13
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
TheValueist — $ANET KEY READ-THROUGHS FROM ARISTA NETWORKS Q4 2025 EARNINGS CALL
Arista’s Q4 2025 call combined an above-guide quarter with a material upward reset to FY2026 expectations and un…↗
Feb 13
TheValueist — $ANET EXECUTIVE CALL SUMMARY: Arista Networks Inc (02/12/26)
Q4 2025 results materially exceeded management’s Q4 revenue guidance range and exceeded Street consensus on both reven…↗
Feb 12
TheValueist — Networking post on $ANET print. https://t.co/cAcz6kpbhE↗
Feb 12
TheValueist — $ANET (Bloomberg) -- Arista Networks shares rose more than 6% in postmarket trading after its forecast for first quarter revenue exceeded the average of analyst estimates.
FIRST QU…↗
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 9
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
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…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 4
Serenity — $GOOGL reported earnings and their CapEX spend was enormous.
$175-$185 Billion vs. $120 Billion.
This is bullish for AI buildout.
Follow the money flow down to:
- $AVGO, Media…↗
TheValueist — $ANET +8% pre https://t.co/CZntdKdX3F↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
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 14
TheValueist — $MSFT $NVDA $ANET $MU Microsoft Fairwater: Scaling the Planet-Scale AI Superfactory Network↗
Jan 13
TheValueist — $MSFT $ANET $NVDA EXECUTIVE TAKEAWAYS
The existence of Microsoft’s “Fairwater” concept, the intent to operate “hundreds of thousands” of GB200 and GB300 GPUs as a single coherent…↗
Gaetano — 🚨Later today I will disclose one of my top 4 positions!
It is from 'Bucket 1' companies
$LITE $COHR $CIEN $ANET $AVGO $AAOI $FN $MTSI
It recently hit my price target for an addi…↗
Jan 12
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 11
Shay Boloor — 15 STOCKS THAT SCALE WITH $NVDA AI ENGINE
1. $IREN builds low-cost, energy-backed compute at industrial scale
2. $ALAB removes GPU-to-memory bottlenecks so inference doesn’t stall…↗
Jan 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
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…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — Every layer of the AI trade is now financially linked where each dollar of AI revenue ultimately flows back into power, chips & data centers.
• Upstream are the chipmakers like $N…↗
TheValueist — Four outstanding videos (not simply because I made them) on the implications of disaggregated LLM inference on the various segments of gigawatt-scale GAI compute clusters - DRAM (…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
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
Ben Pouladian — @insane_analyst The shorts. If you know you know $qcom $crdo $anet $alab hopefully this helps lol https://t.co/BmELQxz5zP↗
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…↗
Dec 21
Tech Fund — $ANET doesn't see co-packaged optics (CPO) adoption anytime soon in the hyperscaler market (via William Blair) https://t.co/gZUMAe2jtg↗
Dec 17
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…↗
Dec 5
IvanaSPEAR — The market finally figured out that not all AI stocks are the same. But they are still missing the bigger opportunity.
From January through September, every AI stock moved togethe…↗
— 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…
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…↗
Nov 4
The Future Investors — 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…↗
Nov 1
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…↗
— Pleased to share our Senior Analyst's insights on $ANET Q2 ER and what it means for AI and AI infrastructure -
IvanaSPEAR — Networking stocks are on 🔥. Here is what everyone missed $ALAB $ANET :
People have been focusing on how $NVDA is gaining market share inside the rack. Short interest ahead of the…↗