ENTITY

Arista Networks (ANET US)

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Analysis
Information Technology • United States
Arista Networks Inc. provides cloud networking solutions for data-centers and computer environments. The Company offers ethernet switches, pass-through cards, transceivers, cards, and enhanced operating systems. Arista also provides host adapter solutions and networking services and markets its products globally.
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bullish•Arista Networks
•22 Feb 2024 19:00

Arista Networks: The Optimistic Outlook in AI Networking Space A Major Green Flag For The Stock? - Major Drivers

Arista Networks concluded the fiscal year 2023 with outstanding results. The company saw strong performance on various fronts, reporting a...

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•22 Feb 2024 09:15

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...

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•07 Feb 2024 10:03•Broker

Semi - Hyperscalers’ FY23 Results Review

This capex boost further confirms our perspective on the ongoing AI momentum into 2024, driven by strong demand for building computing capacity.

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bullish•Marvell Technology
•18 Dec 2023 09:09

Marvell Industry Analyst Day

I went to this year’s Marvell Industry Analyst Day, and the topic de jour was AI. Compared to last year , this year’s industry day just discussed AI.

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bullish•Arista Networks
•01 Dec 2023 08:04

Arista Networks Inc.: How They're Transforming Networking with CloudVision! - Major Drivers

Arista Networks delivered a solid result and managed an all-around beat in the last quarter, generating revenues of $1.51 billion. A notable...

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