Arista Networks Inc. (ANET)

Arista Networks Inc. (ANET $122.89)
- $122.89 P/E (TTM): 46.6X Cap: $154.75B
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Celestica Inc. (CLS $420.38)
- $420.38 P/E (TTM): 50.28X Cap: $48.35B
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Arista Networks Inc. (ANET $122.89)
- $122.89 P/E (TTM): 46.6X Cap: $154.75B
- 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 $122.89)
- $122.89 P/E (TTM): 46.6X Cap: $154.75B
- View ANET Profile
- View Questions on ANET
Astera Labs Inc. (ALAB $162.61)
- $162.61 P/E (TTM): 73.91X Cap: $27.46B
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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 $122.89)
- $122.89 P/E (TTM): 46.6X Cap: $154.75B
- View ANET Profile
- View Questions on ANET
Vertiv Holdings LLC Class A (VRT $163.58)
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- $177.49 P/E (TTM): 422.6X Cap: $423.03B
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Applovin Corporation (APP $647.72)
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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