Awesome sauce! I love CSI. You two are very patient with impatient investors and, I dare say, gamblers. Stay true to your values and ethics. I'm here for it! Wise words, Nick! More aquamarine and more cowbells!! 🐐
Thanks for putting Arista on my radar. Added it to my watchlist and waiting for a dip. Just curious, how many stocks do you hold in your portfolio? Based on your videos it seems like you hold a lot!
Possible that you also share that did you buy the project which you capturing in your video, it give little bit more transparency with good feeling. Regardless viewers buy or not. Or May be short view on your holdings. There is always riscs which presents .. we k uw that very well.
Happy whateverdayitis to you to. I really appreciate you not praise stocks / companies to the moon but give an honest opinion and recommendation. I've been on the fence buying Arista for a while. Found the valuation a bit out of bounce. Is not for me, I reckon. Better not play with fire than keep an extinguisher
What stock even loosely associated with AI isn't trading at a premium valuation? That list is probably smaller than the premium valuation companies. Market has run up PEs immensely.
Sure, there are some especially bad ones right now. ANET though? Has it ever been "cheap"? There are always premium valuations, in every market condition. In isolation, PE ratios suck at calling the premium.
@@chipstockinvestor I don't know about ANET. Never knew much about it until I followed this channel. I don't know how to read these high P/E stocks very well in the current market environment since it has been such an insane six years or so.
I watched the video and still have no idea why you’re saying it has no moat. It doesn’t sound like there’s any competition especially with NVidia’s infiniband losing market share.
Awesome sauce! I love CSI. You two are very patient with impatient investors and, I dare say, gamblers. Stay true to your values and ethics. I'm here for it! Wise words, Nick! More aquamarine and more cowbells!! 🐐
Thanks for these great videos. Please keep doing these Arista videos in the future.
Another solid stock review. Even on holiday I carve time to watch your videos!
Thank you!
Happy monday!
Excellent content as usual ;-) Thanks a lot for your wisdom!
Thank you!
Thank for your info. Its always great. BTW..that color is "Sea foam" 😀. Guitars that color are usually called "sea foam". 😉
Our Gretch guitar is sea foam, we should appropriately call the color as such! 😀
Thanks for putting Arista on my radar. Added it to my watchlist and waiting for a dip.
Just curious, how many stocks do you hold in your portfolio? Based on your videos it seems like you hold a lot!
We haven't revealed that publicly, just to Semi Insiders.
Great vid. Please tell us about ALAB!
We did ALAB, do a search in our video library
Possible that you also share that did you buy the project which you capturing in your video, it give little bit more transparency with good feeling. Regardless viewers buy or not. Or May be short view on your holdings. There is always riscs which presents .. we k uw that very well.
Happy whateverdayitis to you to. I really appreciate you not praise stocks / companies to the moon but give an honest opinion and recommendation. I've been on the fence buying Arista for a while. Found the valuation a bit out of bounce. Is not for me, I reckon. Better not play with fire than keep an extinguisher
Top notch!
Seafoam Green! I think you could work for a paint company!😂
😂
1. Subscribed.
2. Selling ANET.
Your loss
Mistake
Sell, sell, sell! The sky is falling!
They will have nearly $8.5B in cash
Why is ethernet better technology than infiniband?
Hi Erik, here is one video where we discuss the difference: ruclips.net/video/wLQzaelC5PA/видео.html
@@chipstockinvestor Thank you for the link, very educational. I joined :)
What stock even loosely associated with AI isn't trading at a premium valuation? That list is probably smaller than the premium valuation companies. Market has run up PEs immensely.
Sure, there are some especially bad ones right now. ANET though? Has it ever been "cheap"? There are always premium valuations, in every market condition. In isolation, PE ratios suck at calling the premium.
@@chipstockinvestor I don't know about ANET. Never knew much about it until I followed this channel. I don't know how to read these high P/E stocks very well in the current market environment since it has been such an insane six years or so.
ARISTA has no moat. There are better investments.
How can a comapny with 40% net income margin have no moat? Is that even possible? Are tech companies charities?
In tech, there are no moats, only fastest cars.
I watched the video and still have no idea why you’re saying it has no moat. It doesn’t sound like there’s any competition especially with NVidia’s infiniband losing market share.