I've noticed that Arista Networks is showing strong potential with its recent breakout from a trend line. With major clients like Microsoft and Meta backing its business, it seems well-positioned for growth, especially as it continues to play a key role in AI infrastructure development.

Considering the AI investment boom, Arista Networks is a solid play. They have been consistently gaining market share and have a strong presence in data centers. Less volatility compared to NVDA makes it a safer yet profitable bet on AI demand.