Arista Networks Inc. (ANET)

Arista Networks Inc. (ANET $119.59)
- $119.59 P/E (TTM): 46.81X Cap: $157.17B
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Arista Networks Inc. (ANET $119.59)
- $119.59 P/E (TTM): 46.81X Cap: $157.17B
- View ANET Profile
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Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Read Answer Asked by Guy R. on November 20, 2025

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Jabil Inc. (JBL $192.49)
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Arista Networks Inc. (ANET $119.59)
- $119.59 P/E (TTM): 46.81X Cap: $157.17B
- View ANET Profile
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SiTime Corporation (SITM $252.76)
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Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Read Answer Asked by Saeed on November 19, 2025

Arista Networks Inc. (ANET $119.59)
- $119.59 P/E (TTM): 46.81X Cap: $157.17B
- View ANET Profile
- View Questions on ANET

Q: Hi, Could you please comment on ANET earnings. Thank you

Read Answer Asked by francis on November 04, 2025