Arista Networks, Inc. ANET

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Quick take

Arista is a networking rock star with sticky software, mountains of cash and a front-row seat to the AI bandwidth boom—but the ticket price is steep. If you believe hyperscalers will keep flinging GPUs at the problem and that Ethernet keeps winning, Arista can keep compounding happily. Just remember you’re paying a premium, and a pause in those mega orders (or a tariff surprise) could bring the house lights up fast.

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