Arista Networks Inc. (ANET)

Arista Networks Inc. (ANET $133.60)
- $133.60 P/E (TTM): 50.66X Cap: $168.24B
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Celestica Inc. (CLS $414.70)
- $414.70 P/E (TTM): 50.14X Cap: $47.70B
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Arista Networks Inc. (ANET $133.60)
- $133.60 P/E (TTM): 50.66X Cap: $168.24B
- View ANET Profile
- View Questions on ANET

Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Read Answer Asked by Dennis on December 12, 2025

Arista Networks Inc. (ANET $133.60)
- $133.60 P/E (TTM): 50.66X Cap: $168.24B
- View ANET Profile
- View Questions on ANET
Astera Labs Inc. (ALAB $179.56)
- $179.56 P/E (TTM): 81.62X Cap: $30.32B
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Q: Can you give me your opinion on the actual state of these shares Astera labs and Arista networks ? And how you see their possible evolution in the next future (1-2 years)?

Thank you in avance and thank you for your professional service

Read Answer Asked by Gabriel on December 03, 2025

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Arista Networks Inc. (ANET $133.60)
- $133.60 P/E (TTM): 50.66X Cap: $168.24B
- View ANET Profile
- View Questions on ANET
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- $167.86 P/E (TTM): 399.67X Cap: $400.08B
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Applovin Corporation (APP $618.32)
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Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Read Answer Asked by Mike on November 21, 2025