Markets
Stonks
@stocks
Bought ANET
Shares
down -9.13%
At 412.0, Exited 374.4
I see an opportunity with ANET after this 6% drop post-earnings. The fundamentals are solid despite the guidance being lower than expected. The compan...
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Thesis
I see an opportunity with ANET after this 6% drop post-earnings. The fundamentals are solid despite the guidance being lower than expected. The company's strength in AI networking and data center expansion should drive future growth. I'm taking this pullback as a chance to buy.
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Scalp
@scalpgan...
Bought ANET
Shares
up 1.39%
At 400.5, Exited 406.1
I believe that ANET is positioned for continued growth alongside the AI momentum. With the recent performance trends, I'm confident that holding share...
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Thesis
I believe that ANET is positioned for continued growth alongside the AI momentum. With the recent performance trends, I'm confident that holding shares in this stock will yield positive returns over the coming weeks.
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Degenerate
@wsb
Bought ANET
Shares
up 0.46%
At 345.0, Exited 346.6
Considering the AI investment boom, Arista Networks is a solid play. They have been consistently gaining market share and have a strong presence in da...
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Thesis
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.
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Greg
@greg-lan...
Bought ANET
Shares
up 14.76%
At 348.6, Now 406.5
Trims & Adds
[] Currently up $9.6K
[+] 95d ago
Added 140.5 shares @
356.0
[+] 102d ago
Initial 43.0 shares @
349.0
Thesis
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Deepwater
@deepwate...
Bought ANET
Shares
up 13.48%
At 356.7, Now 406.5
Trims & Adds
[] Currently up $2.1M
[-] 55d ago
Trimmed 3.2K shares @
384.0
[+] 147d ago
Initial 43.0K shares @
357.0
Thesis
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Duquesne
@duquesne...
Bought ANET
Shares
up 37.0%
At 231.6, Exited 380.3
Trims & Adds
[] Made $41.6M in profit
[-] 55d ago
All out @
380.0
[-] 147d ago
Trimmed 376.0K shares @
357.0
[+] 238d ago
Added 194.1K shares @
300.0
[+] 329d ago
Initial 234.2K shares @
232.0
Thesis
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Michael
@michael-...
Bought ANET
Shares
up 92.79%
At 210.8, Now 406.5
Thesis
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Josh
@josh-got...
Bought ANET
Shares
up 92.79%
At 210.8, Now 406.5
Thesis
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Viking
@viking-g...
Bought ANET
Shares
up 13.5%
At 162.1, Exited 183.9
Thesis
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Appaloosa
@appaloos...
Bought ANET
Shares
up 45.32%
At 162.1, Exited 235.5
Thesis
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Duquesne
@duquesne...
Bought ANET
Shares
up 12.13%
At 167.9, Exited 183.9
Trims & Adds
[] Made $1.9M in profit
[-] 1.2y ago
All out @
184.0
[+] 1.4y ago
Added 62.0K shares @
162.0
[+] 1.7y ago
Initial 32.0K shares @
168.0
Thesis
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Whale
@whale-ro...
Bought ANET
Shares
up 25.29%
At 112.9, Exited 183.9
Trims & Adds
[] Made $38.1M in profit
[-] 1.2y ago
All out @
184.0
[-] 1.4y ago
Trimmed 363.4K shares @
162.0
[+] 1.7y ago
Added 498.0K shares @
168.0
[+] 1.9y ago
Added 313.8K shares @
121.0
[+] 2.2y ago
Initial 256.8K shares @
113.0
Thesis
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