Sep. 18 at 4:51 PM
$ANET Networking for AI clusters. The chips don't matter if data can't move between them fast enough.
But its revenue tracks hyperscaler capex, not chip demand. And hyperscalers are sitting on enormous cash, which means a rate hike hits their spending decisions very differently than it would a company that has to borrow.
Two central banks hiked this week and that distinction matters.
What's it worth? 👇
https://techdamentals.com/v/ANET
Educational, not advice.
