ANET - Arista Networks Inc 0 WATCHERS

You’ve got a pretty concentrated growth/AI tilt on top of broad US and global ETFs, so your overall risk is heavily tied to large-cap tech even though VT and XLU add some diversification. One way to sanity-check your predictions is to look at what portion of your portfolio is in …

how i'll be adjusting my portfolio for 2026 -- and some fun predictions! As we all know, 2025 has been a great year for equities yet again, with major indices significantly outpacing historic gains. Personally, as far as an AI bubble is concerned, the market still has legs to run …

No ANET?

Alphabet, Broadcom, ASML, ANET - bought into or doubled down during independence day. Took my gains in ANET during highs in October. Other than those SoFi, CrowdStrike and Games Workshop have been doing great. Also, I had a good run with some European banking stocks (ING Groep & Erste Group). …

ANET

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,

is my portfolio too tech heavy even given my age? i’m a teenager, been in the market for a few years now. portfolio weights are as follows: 20% QQQ 20% NVDA 19% VOO 14% AMD 13% AAPL 10% META 4% ANET i know it’s basically all tech, how should i …

Loading up on more ANET. Great gains this week and didn’t fade today.

Gone for ANET instead.

$ANET

ASTS GOOGL TSM NTDOY RDDT GLW STRL ANET IBM

Critique my revised 1 yr hold portfolio This is it. Total value is roughly 800k, decided to put 50k in voo. The rest: NVDA — 18.02% AVGO — 11.60% ASML — 10.33% ANET — 9.93% OKLO — 6.45% PLTR — 6.41% MSFT — 6.24% TSLA — 6.02% GOOGL — 5.02% …

If you had 80k to invest, which stock/s would you buy now and why? Out of these options… SSYS RZLV RCAT ASTS WM POET QS NBIS NKLR ASST BULL ANET ONDS RDDT IREN UAMY BBAI RKLB PATH GLXY BITF NVDA ABAT PL APLD SOFI UUUU NOK AVGO CCCX CLOV LUNR

What’s on Your Watchlist? Hey everyone, I’ve been learning about investing for about a year now, and I’m currently building my watchlist, I’m not buying any of these at the moment, just observing and researching. Here’s what I’m tracking: AI / Tech Exposure: AMZN, GOOGL, MSFT, ANET, VRT, ASML, AMAT, …

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

Alot of my portfolio is in AI infrastructure companies. I think out of the 6-7 companies I have, ANET is probably the best value right now. Their financials are great but they will have to compete with nvidia with Ethernet switches when nvidia starts selling bundles. They are ahead of …

When do you think the AI Bubble Crash will happen? Predictions? Hey guys, I have 75k that I’m looking to dump, but I’m wondering when you think the AI bubble is going to pop. I’d love to load up when everything is low. Looking to buy a bunch of stocks …

ANET, picks n shovels

Most will say PANW but I’ll go for ANET and FTNT