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.




Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/kXQX5kRq24I.

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