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Started By
Message
re: ANET - Arista Networks
Posted on 2/5/24 at 11:54 am to Naked Bootleg
Posted on 2/5/24 at 11:54 am to Naked Bootleg
Wish I could say I know a lot about SMCI.
Are they comparable in the industry, or what do you mean by “same as finding SMCI”?
Just curious
Are they comparable in the industry, or what do you mean by “same as finding SMCI”?
Just curious
2
Posted on 2/5/24 at 5:06 pm to Morpheus
I found them both while researching companies that support AI initiatives or have a relationship with NVDA. NVDA partners with Supermicro. Arista does networking in datacenters, including AI datacenters.
Posted on 2/6/24 at 6:50 am to Morpheus
Sorry missed the note about Supermicro (SMCI)
There’s another thread in here re: SMCI. Their stock was like $8 16 years ago but it’s blown up in the last year. They partner with NVDA and they produce AI solutions with NVDA OEM GPU’s. Their last earnings report was higher than expected and their stock price grew like 35% in one day. Recently some analysts this stock should be valued at up to $680 or something and it’s been on a tear.
I know a lot less about Arista… please keep the tidbits coming if you hear anything
ETA: Taiwan Semiconductor is another one to watch. I feel it is very undervalued.
There’s another thread in here re: SMCI. Their stock was like $8 16 years ago but it’s blown up in the last year. They partner with NVDA and they produce AI solutions with NVDA OEM GPU’s. Their last earnings report was higher than expected and their stock price grew like 35% in one day. Recently some analysts this stock should be valued at up to $680 or something and it’s been on a tear.
I know a lot less about Arista… please keep the tidbits coming if you hear anything
ETA: Taiwan Semiconductor is another one to watch. I feel it is very undervalued.
This post was edited on 2/6/24 at 10:05 am
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