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Arista Networks Stock Discussion

Analysts Notebook

Oct 10 06:56

Columns S&P 500 Hits 44th Record High This Year With Tech Sector Still Strong

On Wednesday, the $S&P 500 Index (.SPX.US)$ again reached 5,800, marking its 44th record high of the year. The market rose mainly due to a small increase in tech stocks. While Nvidia has paused its recent rally, the overall momentum in the tech sector remains strong.
From the S&P 500 components, $NVIDIA (NVDA.US)$, $Palantir (PLTR.US)$, and $Constellation Energy (CEG.US)$ have all seen their stock prices double this year. In additi...

Inflation data released: Will there be a cut in November?

WolfRun

Oct 8 23:11

3 Good Days

Been busy and didn’t quite follow the market. But the bull seems to be strong! We shall see $S&P 500 Index (.SPX.US)$ reaching 6000 by year end.
Three good days below.
$Arista Networks (ANET.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$ $Advanced Micro Devices (AMD.US)$ $Tesla (TSLA.US)$

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WolfRun

Oct 4 08:20

OctoBull?

There’s two sides of the coin depends on how you interpret the employment data. Looks like market believes that it’s a positive one.
Pre market looks really good. Let’s continue the journey to the moon
$Apple (AAPL.US)$ $Advanced Micro Devices (AMD.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Arista Networks (ANET.US)$

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ehttrader

Sep 29 01:39

UBS forecasts a 25% increase in 2025 CapEx from tech giants like $AMZN, $MSFT, $AAPL, $GOOGL, $META & $TSLA -- which is expected to significantly advance the AI sector.

$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment 🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...

NVIDIA's market value surpasses $3T: Is there a new trend in AI stocks?

WolfRun

Sep 25 08:56

Modest Profit

No matter how small the profit is, it’s still a step in the right direction. There might be pullbacks along the way, but with the rate cut, the overall direction will certainly be positive. $S&P 500 Index (.SPX.US)$ to hit 6000 by end of the year.
Some modest profit from yeaterday below.
$NVIDIA (NVDA.US)$ $GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Arista Networks (ANET.US)$ $Eli Lilly and Co (LLY.US)$

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Brianjh

Sep 11 06:33

The AI Value Chain

Mapping out the current state of AI markets by : "Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...

Money Thrill : That the "AI app layer will ultimately determine the value of the industry as the current infrastructure buildout will become a bubble without value creation on the back end". That's a hypothesis ... for example.
The Danish company Nordic, a counterpart of Teleperformance. Nordic is a leading customer contact services company, similar to Teleperformance, offering solutions for customer service, technical support, and other business processes.
The use of artificial intelligence (AI) in customer contact services can deliver significant savings. According to recent reports, the use of AI can increase productivity by 30 to 50 percent
> 1. This is because AI systems, such as chatbots and automated responses, can take over many tasks that would otherwise be performed by employees. This allows companies to significantly reduce their personnel costs. In addition, AI offers the opportunity to improve the customer experience by providing 24/7 support and responding faster to customer questions
>2. This can lead to higher customer satisfaction and loyalty, which can also indirectly lead to cost savings. According to a McKinsey report, AI can automate up to 40 percent of total working hours in the Nordics. By Nordic was it millions of money because it no longer needed 300 employees. When the company announced this, Teleperformance fell to a low point precisely because it was not yet using AI.
So, is that a BUBBLE ? That's Fundamental business

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Money Thrill : I read a book about artificial intelligence and the problem is the PATTERN RECOGNITION in the Black boxes. This requires an enormous amount of human intelligence and commitment and takes months to train. It requires very large memory-intensive capacity. Perhaps $Micron Technology (MU.US)$ is already secretly making this at Imec Belgium, the largest laboratory in the world. 5000 engineers. The nano chips for 2035 exist already? But it is secretly. They have already buyed an Quantum lithography machine for nano chips?
Let me give you an example again. The recognition of clinical pictures with scanner, NMR or radiographic examinations is incredibly promising. Genome research also took 2 days instead of 14 years. One company succeeds, another shall fail. [Photo imec]

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Money Thrill : Perhaps Brian, we must look for the best Foundries and designers? Intel is too late? AMD also? A designer to help is, i suppose $ServiceNow (NOW.US)$? $Micron Technology (MU.US)$ for advanced memory-intensive chips in 2025? Have you other ideas or suggestions ? Nvidia also good and i suppose $Super Micro Computer (SMCI.US)$ also for the Tracks? $Qualcomm (QCOM.US)$ for the Snapdragon? $Arm Holdings (ARM.US)$ for patents or intellectual property rights. ?

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Moomoo News Global

Sep 3 03:32

Columns Can Upcoming AI iPhone Take Apple to New Heights?

$Apple (AAPL.US)$ CEO Tim Cook, alongside his team, is set to unveil the iPhone 16 set on September 9 in Cupertino. This launch is anticipated to mark Apple's inaugural venture into generative AI technology. Analysts from Wedbush predict that this event will trigger the most significant upgrade cycle in Apple's history, citing that with AI now on the doorstep, the potential for innovation is immense.
Our recent Asia checks are giving us more confid...