Markets
Stonks
@stocks
Bought ANET
Shares
down -77.28%
At 412.0, Exited 93.6
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
down -74.65%
At 400.5, Exited 101.5
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
down -74.88%
At 345.0, Exited 86.65
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
down -66.13%
At 348.6, Now 120.0
Trims & Adds
[] Currently down $43.0K
[+] 150d ago
Added 140.49 shares @
355.89
[+] 157d ago
Initial 43.02 shares @
348.60
Thesis
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Deepwater
@deepwate...
Bought ANET
Shares
down -60.86%
At 356.7, Now 120.0
Trims & Adds
[] Currently down $9.3M
[-] 110d ago
Trimmed 3.2K shares @
383.82
[+] 202d ago
Initial 43.0K shares @
356.70
Thesis
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Duquesne
@duquesne...
Bought ANET
Shares
up 23.74%
At 231.56, Exited 95.06
Trims & Adds
[] Made $26.7M in profit
[-] 110d ago
All out @
95.06
[-] 202d ago
Trimmed 376.0K shares @
356.70
[+] 293d ago
Added 194.1K shares @
299.75
[+] 1.1y ago
Initial 234.2K shares @
231.56
Thesis
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Michael
@michael-...
Bought ANET
Shares
down -43.11%
At 210.8, Now 120.0
Thesis
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Josh
@josh-got...
Bought ANET
Shares
down -43.11%
At 210.8, Now 120.0
Thesis
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Viking
@viking-g...
Bought ANET
Shares
down -71.63%
At 162.06, Exited 45.98
Thesis
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Appaloosa
@appaloos...
Bought ANET
Shares
down -63.67%
At 162.06, Exited 58.88
Thesis
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Duquesne
@duquesne...
Bought ANET
Shares
down -71.97%
At 167.86, Exited 45.98
Trims & Adds
[] Lost $11.1M on the trade
[-] 1.3y ago
All out @
45.98
[+] 1.6y ago
Added 62.0K shares @
162.06
[+] 1.8y ago
Initial 32.0K shares @
167.86
Thesis
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Whale
@whale-ro...
Bought ANET
Shares
down -39.33%
At 112.89, Exited 45.98
Trims & Adds
[] Lost $59.2M on the trade
[-] 1.3y ago
All out @
45.98
[-] 1.6y ago
Trimmed 363.4K shares @
162.06
[+] 1.8y ago
Added 498.0K shares @
167.86
[+] 2.1y ago
Added 313.8K shares @
120.91
[+] 2.3y ago
Initial 256.8K shares @
112.89
Thesis
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