• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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• Arista Networks Inc. (ANET)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you

Upvote 6

Read Answer Asked by Karim on May 23, 2025

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Netflix Inc. (NFLX)
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• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• United Rentals Inc. (URI)
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• Tesla Inc. (TSLA)
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• KKR & Co. Inc. (KKR)
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• Advanced Micro Devices Inc. (AMD)
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• Arista Networks Inc. (ANET)
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• ASML Holding N.V. (ASML)
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• Powell Industries Inc. (POWL)
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• CrowdStrike Holdings Inc. (CRWD)
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• Cellebrite DI Ltd. (CLBT)
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Upvote 15

Read Answer Asked by Adam on May 20, 2025

• Meta Platforms Inc. (META)
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• Microsoft Corporation (MSFT)
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• Arista Networks Inc. (ANET)
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Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!

Upvote 2

Read Answer Asked by Dawn on May 08, 2025