$Arista Networks(ANET.US)

Context:

Most of my AI exposure has focused on compute and semiconductors. But as AI infrastructure scales, networking matters too. All that compute still needs to communicate efficiently.

That’s what made ANET interesting enough for me to start a position.

My Trade:

I bought ANET yesterday, and today it’s flat around $208. I’m fine with that.

I’m not trying to predict short-term moves or call the bottom. I started small, and if ANET pulls back, I’ll reassess and consider adding gradually if the thesis remains intact.

I’m watching whether Arista can benefit as hyperscalers build larger AI clusters and Ethernet plays a bigger role in AI networking.

There’s risk. ANET is near its highs with high expectations, so AI spending alone doesn’t guarantee strong returns.

Takeaway:

I’m looking beyond AI chips to the infrastructure connecting them.

For now, it’s a small position. I’d rather build conviction over time than assume I got the entry right.