An AI Data Center Stock With Explosive Returns
ANET stock has handily outperformed the market since its IPO nearly a decade ago, rising over 2,100% versus a NASDAQ return of just 287%. Arista Networks $ANET has been slowly stealing market share from Cisco $CSCO in the high bandwidth ethernet cable market which has been seeing increased demand due to the rise of generative AI. So, is Arista Networks stock a buy? In this video, we’ll talk about the competition, the market size, and the NVIDIA elephant in the room so you can decide for yourself.
RESEARCH PIECES USED IN THIS VIDEO:
1. Cisco Stock Analysis
2. 37 Data Center Stocks
CHAPTERS:
00:00 Intro
00:26 Arista Networks (ANET)
00:56 Ethernet switches
01:57 A history of Arista
02:42 Arista’s market share in switching
04:36 Arista vs Cisco
05:42 Data center ethernet switching
08:56 Arista’s financials
12:03 NVIDIA’s Infiniband
14:48 Our next steps with Arista
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In the graph at 2:49, in 2022 Cisco was 21% and Arisa 42% market share in # ports. Then in the graph at 4:37, which you say is a great chart, is really misleading. Why does this chart need to separate vertical scale of two datasets to right and left axis? In the right graph, in 2022 Cisco is 29.6% and Arista at 22.6% share in # ports. These two pages of graphs of shares are contradicting in data. 4:37 graph, despite what it’s made to look like Cisco is lower, actually Cisco has higher share. Understand that 2:49 graph is for 100GB+ and 4:37 graph is 10GB+, and yes, Cisco is losing share and Arista gaining, but looks like a biased deck.
I wonder what share of the Ethernet ,data center switch market Nvdia will capture with its Spectrum
Ethernet compatible data center switches ,plus the “ ecosystem” of network interface cards , cables and DPUs ?
Quick glance on the valuation: Nah!
Do you have a take on A10 Networks? Do you think they are a competitor?
I would expect you to analyze this (or any) company way earlier before it's price explosion.
Back in the day, my high school hosted a two year Cisco sponsored course that attempted to blend IT trade schooling into traditional school. At the end of two years we were supposed to take Cisco's certification course, and poss obviously. Only it didn't work out that way. It was so new at the time that they couldn't get a teacher who was certified, so our teacher was taking the course with us. I never followed up on whether he did eventually take the exam but I do know that out of everyone that took the course, only one kid even attempted the certification, and I don't think he passed. Wow, long nothing story here but I just thought it was funny because every couple of months they'd put us in a room that looked like the picture on the left, and when we were done it still looked like the picture on the left, and honestly the experience colored my negative impression of CIsco to this day.
My next experience was probably studying physics in grad school, again they put us in a strange room with a lab notebook and an unknown machine (it ended up being an artificial vacuum chamber) and we had to figure out what it was, how it worked, how to connect it to a computer. This is where the networking came in because we had to solder our own cables and program the software that would measure this vacuum chamber. All of this was unprompted and unsupervised. If not clear this was a weed out course to get rid of anyone coasting along the 'Cs get degrees' path. Whew. NIce video, sorry for another rambling comment.
Thanks for covering it but you’re 10 years too late.
Hmmm, are your vid views improving awesome 👌 #1 Cheerleader here to say nanalyze is the best. I wonder if your vid views are a leading indicator for anything 😂 I definitely see more ealry birds now, excited followers is a good sign.
Analyst estimates are that eps will only grow 13% this year and 14% next year. Doesn’t seem too exciting to me. Thoughts???
are they in the same market as Dell ?
It just a new Cisco! No thanks!😮
30 second to long a wait!😂
Definitely a company I will keep my eye on.
Hope you're doing well my friend. ✌️
Could you please analyze CRM for us? Thanks
your review is kind of ass backwards even though your coverage was good…You should have imo talked about its valuation first before the deep dive into what it does. It's been on a vicious tear and is off the charts. It is very frustrating to hear about a great company I will most likely nevr own unless Russia nukes the planet and causes a market crash. haha.
BTW, The CEO came from CSCO, too. Seems like there needs to be consolidation in the space. cheers!
ANET.
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