Joined: Dec 2025
Posts: 14
Likes Received: 0
It trades around $190 and with the AI development it is believed that it will be one of the top beneficiary.
How do you guys view this in the current time?
Joined: Mar 2016
Posts: 279
Likes Received: 45
The thing about them is that they have a lot of room to grow. That's because they are scalable. Even if the AI bubble bursts. The DC's will still be needed and as the cloud computing is growing rapidly they will have much needed air to breath.
Joined: Nov 2024
Posts: 39
Likes Received: 5
Arista Networks (ANET) Following Its Q2 Beat, Is The AI Networking Story Still Undervalued?
https://simplywall.st/stocks/us/tech/nys...ai-network
Mostly yes. If Nvidia can be above $220 and spacex above $140 then why should Arista fall behind?