Investment Insights - Patience is crucial for long-term wealth building, as missing the best trading days significantly reduces returns [1] - Only a small percentage of stocks outperform Treasury bills, highlighting the importance of identifying high-quality stocks for long-term investment [2] Company Overview: Broadcom - Broadcom is positioned as a key player in the AI infrastructure, with shares increasing over 2,780% in the past decade and over 51% in 2025 [3] - The company has a record backlog of $110 billion, with at least half related to semiconductors, indicating strong demand in its custom silicon business [5] - AI semiconductor revenues surged 63% year-over-year to $5.2 billion, driven by demand from major hyperscaler clients [6] Strategic Collaborations - Broadcom has entered a multiyear collaboration with OpenAI to develop custom AI chips and networking systems, enhancing its role in AI cluster development [7] Networking Solutions - The company’s networking products, such as Tomahawk switches and Jericho Ethernet fabric routers, are essential for data centers, supporting both scale-up and scale-out networking [8] - The launch of Jericho4 in 2025 addresses the increasing bandwidth needs of expanding AI clusters [8] Financial Performance - Broadcom's improved revenue mix from higher software sales is leading to better margins, showcasing its financial strength [9]

Market Overview - The market is currently experiencing upward movement despite the ongoing government shutdown, with three out of four major indexes showing gains [2][3][4] - The Russell index, however, is under pressure after hitting an all-time high recently, indicating a divergence in performance among the indexes [3][5] Arista Networks - Arista Networks is highlighted as a strong participant in the networking sector, with expectations of challenging previous highs despite some recent selling pressure [6][8] - A trade example involves buying the stock and writing a December 170 call, which can be sold for approximately $6.80, lowering the break-even point [7][14] Super Micro - Super Micro has shown impressive performance year-to-date, up about 84%, and is introducing a new business line for comprehensive data center solutions [16][24] - A trade strategy involves a call spread (buying the 55-65 call spread for about $3.20), providing a 2:1 risk-reward ratio [17][18] Oracle - Oracle has been volatile but has seen a significant price increase of 138% over the last six months, presenting an opportunity for further upside [25][28] - A risk reversal strategy is proposed, involving selling the 290 put and buying the 340 call, allowing for potential upside capture while providing a chance to acquire the stock at a better level if prices decline [26][27] Technical Analysis - For Arista Networks, notable levels include a support level around 139 and resistance near 156-157, with the current trading price at approximately 146 [10][13] - Super Micro's chart indicates a breakout area around 56-57, with significant support near 51-52 [22][24] - Oracle's notable levels are 290 and 340, with a supportive area near 293, indicating potential price action dynamics [29][33] Market Sentiment - The market is expected to experience volatility due to various factors, including the government shutdown and upcoming Fed meetings, but there is optimism for a recovery and potential new all-time highs [36][38]

Bank standardizes branch and data center connectivity on FatPipe for higher uptime and consistent application performance SALT LAKE CITY, UT / ACCESS Newswire / October 16, 2025 / FatPipe, Inc. (NASDAQ:FATN) today announced the successful completion of a 108-site SD-WAN deployment for a large regional bank. The program brings the bank's branches, data centers, and remote offices onto a single FatPipe SD-WAN architecture designed to improve reliability, simplify operations, and enhance end-user experience ac ...

Core Insights - Extreme Networks has been recognized as a Leader in the IDC MarketScape for the Worldwide Enterprise Wireless LAN 2025 Vendor Assessment [1] Company Summary - The recognition highlights Extreme Networks' strong position in the enterprise wireless LAN market, indicating its competitive advantages and capabilities [1]

We recently published 10 Stocks Hammered Harder than Wall Street. Arista Networks Inc. (NYSE:ANET) is one of the worst performers on Tuesday. Arista Networks extended its losing streak to a third straight day on Tuesday, shedding 5.87 percent to finish at $138.79 apiece as investor sentiment was dampened by Nvidia Corp.’s bagging of new deals with Oracle and Meta for their Ethernet networking architectures. In a statement on Monday, Nvidia said that it was tapped by the two companies for its NVIDIA Spect ...

Core Insights - HPE hosted its Securities Analyst Meeting at the New York Stock Exchange, where key executives discussed the company's strategic priorities and financial outlook through fiscal year 2028 [1] Group 1: Strategic Priorities - HPE's leadership position in the high-growth, high-margin networking market was emphasized as a key strategic priority [1] Group 2: Financial Outlook - The financial outlook presented by HPE executives indicates a focus on growth and profitability through fiscal year 2028 [1]

CANADA - 2025/09/13: In this photo illustration, the Arista Networks logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesArista Networks (NYSE: ANET) stock dropped by 6% on October 14, and is now trading at $139. This decline was triggered by investor concern over new reports. Specifically, reports that Meta and Oracle plan to adopt NVIDIA's Spectrum-X Ethernet networking devices for their AI dat ...

Group 1 - The company Arista Networks Inc (NYSE: ANET) is recognized for developing essential components that enable AI capabilities, particularly for hyperscalers [1] - The analyst has extensive experience analyzing various industries, including airlines, oil, retail, mining, fintech, and e-commerce, which contributes to a deep understanding of macroeconomic, monetary, and political factors [1] - The analyst's background includes navigating multiple crises, such as the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, providing a robust foundation for evaluating diverse business models and technologies [1]

Core Insights - The article discusses a significant rally of approximately 90% in Arista Networks (NYSE: ANET) since the author went long on the stock, indicating a need for review and potential profit-taking [1] Company Analysis - The investment thesis for Arista Networks has evolved since July, suggesting changes in market conditions or company performance that may impact future investment decisions [1] Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation and market trends [1] - Previous experience includes a role as Vice President at Barclays, leading teams in model validation and regulatory finance, indicating a strong foundation in both fundamental and technical analysis [1] - The analyst collaborates with a research partner to provide data-driven insights, emphasizing a blend of risk management and long-term value creation [1]

Arista's two biggest customers for computer network switches have been Microsoft (MSFT) and Facebook parent Meta. Oracle has been viewed as a potential new customer. Oracle has signed massive AI infrastructure deals with OpenAI and others. Shares in Arista Networks (ANET) fell for a second day after Nvidia (NVDA) announced that Oracle (ORCL) and Meta Platforms (META) will use its Spectrum-X Ethernet networking devices in next-generation data centers for artificial intelligence computing. Arista stock is up ...