Aug. 27 at 7:02 PM
$ANET quietly having one of the better AI-infra stories this earnings season. Q2: revenue +37.7% YoY, guidance raised to
$12.6B (40% growth) on AI networking + cloud demand. Stock ran on the print, then gave some back — that pullback is where it got interesting. Caught an entry there a couple weeks ago (Picckles flagged it), still open, +9% since. The AI capex story everyone's watching in
$NVDA is showing up here too, just quieter.