More AI mushrooms or incomming LR???
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Stock up 5% today. What do they know and we dont?
"They" must be traders? So, the whole world has inside knowledge except Cisco employees? How interesting ...
ANET had great earnings today, and they don't find the need to exercise the Cisco-style "discipline" of pairing good earnings with layoffs. Arista is the way to go.
I tell all my tech friends:
Scale-up: Use Nvidia's NVLink (or AMD's UALink)
Scale-out: Arista's 7060XE7, 1.6 Terabit Ethernet
Scale-across: Arista's 7800R4/7280R4 with HyperPort
Stay away from Cisco. The modern world has arrived. Jack-Welchian, Cisconian-style companies are obsolete and obscene.
Another incoming blog post by Chucky on how much profit was made and so sorry we have to lay you off. Kthxbye.