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Arista Networks Inc (ANET): A Bull Case Theory 

We came across a bullish thesis on Arista Networks Inc on Bullseye Investing’s Substack. In this article, we will summarize the bulls’ thesis on ANET. Arista Networks Inc's share was trading at $154.10 as of October 10th. ANET’s trailing and forward P/E were 56.65 and 44.05 respectively according to Yahoo Finance.

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Arista Networks (ANET) has emerged as one of the clearest beneficiaries of the AI-driven cloud era, positioning itself as a critical enabler of AI infrastructure rather than...