Arista Networks, Inc. (ANET-N)

They didn't guide high enough. Meta is no longer 20% of their business, but 15% while Microsoft and Oracle make up more of their business.

Guidance in this earnings season has not been good, and it can't be when you're unsure what the effect of tariffs will be. ANET's guide came in a little short, not 15-17% revenue growth as expected. The stock is breaking down, below its 100-day moving average. These names are relying on price momentum until they hit an earnings event.

A great CEO and a smokin' hot business.

Loves it. Getting closer to the upper range of the channel, but nothing to worry about. He clipped some profits, which he often does when a stock's really volatile -- it's more like housekeeping, tending the portfolio garden and being a good steward of your assets.

For new buyers, over the next month he'd look for a spot to add.

He was asked to compare Nvidia and Arista. He feels Nvidia has 3 to 5 years more growth and even though it is getting a little expensive he would hold. Arista is one of the networks to move all the AI information and is a consistent grower with a good future.

A fine CEO here. Trades at a high PE, but they make a lot of money.

Largest holding in his momentum portfolio. Almost made it a Top Pick today. Not deterred by the chart's steep incline. Acceleration of AI adoption will have trickle-down effects. Earnings are growing quickly, estimates are rising, stock price is going up and to the right. Good things ahead. High conviction holding. Given growth prospects, undemanding valuation of less than 30x. PEG ratio is pretty modest.

A great company that's impervious to rate hikes. They pay down their debt which is 3% of overall annual cash flow. They reduced debt by 20% last year. 23% revenue growth in the past year.

He just bought this. They beat top and bottom lines, and raised guidance. They've done this the past 10 of 11 quarters. They focus on enterprise clients as opposed to the consumer. They do business with Microsoft and Meta. 55% revenue growth last quarter and 72% EPS growth.

He owned it from $70 to $150, then re-bought and re-sold it. His target price was $280, so he will buy it south of $240.

He has owned it in the past, but not now since it plateaued. His price target is $233. Management is made up of the old guard from Cisco. He thinks there are better choices out there.