Creator sentiment
3 creators · 3 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Arista now plays in all three parts of the computing system: compute, network, and storage, and is expected to work with over 10 AI accelerator companies.
- +Arista has thrived despite NVIDIA's encroachment and is now bringing new competition to NVIDIA itself.
- +The creator continues to hold both Arista and NVIDIA, seeing no redundancy and a good case for holding both.
- +Double beat and up nearly 8%; part of the shopping list.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 I Just Bought $74,000 in this Crushed AI Stock
One of his favorite AI infrastructure stocks due to networking bottleneck and strong earnings beat. · But valuation is the most expensive in the group at 1.4 PEG, so he'd pull back a little after the strong run.
📹 What Happens If Data Center Construction Stops?
Arista now plays in all three parts of the computing system: compute, network, and storage, and is expected to work with over 10 AI accelerator companies. · Arista has thrived despite NVIDIA's encroachment and is now bringing new competition to NVIDIA itself. · The creator continues to hold both Arista and NVIDIA, seeing no redundancy and a good case for holding both.
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Double beat and up nearly 8%; part of the shopping list.