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re: ANET - Arista Networks

Posted on 2/4/24 at 8:05 am to
Posted by Naked Bootleg
Member since Jul 2021
1870 posts
Posted on 2/4/24 at 8:05 am to
I acquired 2 weeks ago. I think it's still undervalued, will be holding for at least one year.

ETA: err, maybe not a full year. Analysts still call it a good long-term buy, but I didn't buy it for a 3 or 5 year hold. Their biggest customer is META and I'm not comfortable in their long-term growth potential.
This post was edited on 2/12/24 at 8:30 am
Posted by Morpheus
In your Dreams
Member since Apr 2022
4390 posts
Posted on 2/4/24 at 1:23 pm to
This is a good one.
Bought at 193 4-5 months ago.
Lots of opportunities for growth and lots in the pipeline for them.
Kinda have my ear on the railroad tracks on this one being my Fiancé works for them now.
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