Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits

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6. Arista Networks, Inc. (NYSE:ANET)

Number of Hedge Fund Holdings in Q3 2024: 70

Number of Hedge Fund Holdings in Q4 2025: 91

Performance Since Cramer’s Remarks: 12.9%

Date/Month of Cramer’s Remarks: January 17th, 2025

Arista Networks, Inc. (NYSE:ANET) provides routers, switches, and other products and services to data centers. Its shares are up by 32% over the past year and by 12.9% since Cramer’s comments. Arista Networks, Inc. (NYSE:ANET) has been one of Cramer’s top stocks when it comes to the data center sector. Throughout 2025, the CNBC TV host repeatedly praised the firm’s CEO and advised viewers against going against the stock. In November, Arista Networks, Inc. (NYSE:ANET)’s shares closed 8.6% lower on November 5th following the firm’s third-quarter earnings report. In the quarter, the firm earned $2.31 billion in revenue and $0.75 in earnings per share to beat analyst estimates of $2.27 billion and $0.71. The shares, like other AI and data center stocks, struggled in November during a period characterized by uncertainty about AI stocks, according to media reports. Cramer was optimistic about Arista Networks, Inc. (NYSE:ANET) as early as January 2025:

“Then Arista, well you know Arista’s the one a lot of people feel, that’s Jayshree Ullal, Jayshree, that’s the plumbing for data centers. So that makes a lot of sense. Jayshree is a very compelling figure in terms of, even more than Broadcom, in the data center.”

While we acknowledge the potential of ANET to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ANET and that has 100x upside potential, check out our report about this cheapest AI stock.

Click to continue reading and see Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits & Misses: Top 5 Stocks.

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