25 Stocks on Jim Cramer’s Radar: Arm, Arista, and CoreWeave

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10. Arista Networks Inc. (NYSE:ANET)

Arista Networks Inc. (NYSE:ANET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. It was one of the stocks Cramer mentioned during the episode, as he commented:

Oh, you know what? Let me give you two more… I would buy Arista Networks… Two companies that help the machines in the data center talk to each other.

Arista Networks Inc. (NYSE:ANET) sells cloud-based networking solutions and related software for data center, AI, and enterprise operations. In addition, it provides network services, support, and hardware solutions. Cramer highlighted the company as one of his personal favorites during the April 20 episode, as he said:

Next, the only non-semiconductor and non-memory stocks in the top 10 were networking plays… Arista Networks, another major networking play, did make the top 10 with a 41% gain over the past three weeks. Amazing. It’s been an amazing company, amazing stock for many years, a personal favorite of mine… These rallies are all about the move from copper-based networking solutions to fiber optics which are faster and carry less heat. Again, I have some queasiness about the one-way nature of these moves, but this is another place where the shortages and the sold-out nature of these products are all that seem to matter to the buyers, and I don’t blame them because we’ve never seen anything like this. Never.

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