2024-04-25 14:34:50 ET
Summary
- Arista has fallen recently on the news that Nvidia is getting into the data center ethernet switch business.
- We think that the fears about Nvidia are overblown, given Arista's pervasive integration in the market.
- While shares are not cheap, they are not expensive relative to past valuations.
Background
We think it is not controversial to say that data centers play an ever-increasing role in our daily lives. The networks that allow you to check your email or upload photos into the cloud (and everything in between) are ubiquitous, and in the middle of that ubiquity sits Arista Networks ( ANET ). ...
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For further details see:
Arista's Stock Slump Is An Opportunity