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re: ANET - Arista Networks

Posted on 10/9/24 at 9:21 pm to
Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 10/9/24 at 9:21 pm to
To be honest I have no idea what is gonna happen or if they decide to split it at some point.
Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 10/11/24 at 12:28 pm to
Up to $415 today.

Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 11/7/24 at 3:53 pm to
4 for 1 stock split announced in earnings call today.

Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 1/22/25 at 10:56 pm to
After the 4 way split at $420 stock was offered at $105.

Up to $129 today after two months.

Train still moving forward on this Networking behemoth.

Outgrowing Cisco
Posted by bayoubengals88
LA
Member since Sep 2007
21065 posts
Posted on 1/23/25 at 7:18 am to
This was a great buy. I hope you bought a lot.

I’m thinking that NBIS will perform similarly for me.
Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 1/23/25 at 12:24 pm to
It surged yesterday 7% because of the announcement of the Stargate AI project.

These guys are and will continue to be major players in the Network infrastructure business, and the crazy thing is, it’s only the beginning.
Posted by bayoubengals88
LA
Member since Sep 2007
21065 posts
Posted on 1/23/25 at 2:41 pm to
Bought a call
Posted by meeple
Carcassonne
Member since May 2011
10187 posts
Posted on 1/23/25 at 4:21 pm to
Good time to get in ?
Posted by bayoubengals88
LA
Member since Sep 2007
21065 posts
Posted on 1/23/25 at 8:10 pm to
quote:

Good time to get in ?
I really don’t know why it wouldn’t be considering their business interests.
But I only bought one call
3/21 ex
Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 1/27/25 at 10:31 am to
I know the Tech industry is taking a big hit today and everything involved is suffering, but this is one still to consider if you are going shopping in the next 24-48 hours.


Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 1/29/25 at 4:44 pm to
Dropped all the way from $129 to 99 Monday after the Deep Seek rattle in the AI industry.

I got back in for more at $105 the initial offering after the split, and it’s already back up to $112.

Very sustainable company
Posted by bayoubengals88
LA
Member since Sep 2007
21065 posts
Posted on 1/29/25 at 5:47 pm to
Bought two calls.
Went heavy on CLS and VST and then heavier in NBIS instead.

You could have thrown a dart in the sector on Monday if brave enough.
Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 2/24/25 at 12:01 pm to
On the struggle bus since last week and a recent earnings call after META one of their main partners growth was down 17% with Arista year over year.
Personally I think that is more of a reflection of METAs growth but because Arista does a lot of their networking of course it will affect the bottom line of Arista.

Down to 94.

Again I’m here to post the good with the bad
Posted by Saunson69
Member since May 2023
6342 posts
Posted on 2/24/25 at 4:09 pm to
TD users, this is a lesson. By the time a stock makes its way to the Money Talk board, it is vastly overbought.

Down 20%, this dude pitches it at near all time high, and does in cocky manner.

Life humbles the cocky.
Posted by bayoubengals88
LA
Member since Sep 2007
21065 posts
Posted on 2/24/25 at 4:18 pm to
quote:

Down 20%, this dude pitches it at near all time high, and does in cocky manner.

What am I missing? His first post was around $60 and exactly a year later to the day it hit $133.

I would agree. It could be a good deal in the $90s.

Posted by Morpheus
In your Dreams
Member since Apr 2022
6079 posts
Posted on 2/24/25 at 8:22 pm to
What are you even talking about right now?

I pitched the stock originally around $250 before it split a couple months ago at $430 and went to $105. So it's down $10 each since the split meaning about $40 overall.

Reading comprehension and basic math is an absolute must on the money board.
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
373 posts
Posted on 3/5/25 at 9:00 am to
“ARISTA NETWORKS $ANET upgraded to 'Buy' (from Neutral) at UBS, with a $115 price-target (from $112)”

Anybody nibbling at these levels? Just started a position
Posted by tigerfoot
Alexandria
Member since Sep 2006
58943 posts
Posted on 3/5/25 at 10:54 am to
quote:

TD users, this is a lesson. By the time a stock makes its way to the Money Talk board, it is vastly overbought. Down 20%, this dude pitches it at near all time high, and does in cocky manner. Life humbles the cocky.
but embarrasses the uneducated
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