Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers

Following my last article on Arista Networks Inc ( ANET ), the stock price has dropped by 10%. Although the volatility returned to the broader markets in the past few weeks, my bullish thesis remains unchanged.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset managemen ...