An AI Data Center Stock With Explosive Returns

ANET stock has handily outperformed the market since its IPO nearly a decade ago, rising over 2,100% versus a NASDAQ return of just 287%. Arista Networks $ANET has been slowly stealing market share from Cisco $CSCO in the high bandwidth ethernet cable market which has been seeing increased demand due to the rise of generative AI. So, is Arista Networks stock a buy? In this video, we'll talk about the competition, the market size, and the NVIDIA elephant in the room so you can decide for yourself.
RESEARCH PIECES USED IN THIS VIDEO:
1. Cisco Stock Analysis
• Cisco Stock Analysis |...
2. 37 Data Center Stocks
• 37 Stocks Benefiting f...
CHAPTERS:
00:00 Intro
00:26 Arista Networks (ANET)
00:56 Ethernet switches
01:57 A history of Arista
02:42 Arista's market share in switching
04:36 Arista vs Cisco
05:42 Data center ethernet switching
08:56 Arista's financials
12:03 NVIDIA's Infiniband
14:48 Our next steps with Arista
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