Oracle was mentioned as one of Arista Networks' biggest hyperscaler customers.
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ANET just dropped almost 14% after reporting one of the strongest quarters in the company’s history. Revenu...
May 6, 2026
The creator analyzes Arista Networks (ANET) after its 13% post-earnings drop, discussing its strong Q1 performance, reduced Q2 guidance, high valuation, and potential buying opportunity if the stock pulls back to a specific price level.
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Microsoft was mentioned as one of Arista Networks' biggest hyperscaler customers.
Meta was mentioned as one of Arista Networks' biggest hyperscaler customers.
Creator views Arista Networks (ANET) as a strong business but currently fairly valued, recommending to watch for a pullback to the $139 level for a more attractive entry.
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