Jayshree Ullal

CEO, Arista Networks, Inc.
· tracked since Aug 2026
Calls
1
Win Rate
100.0%
return
+0.5%
Calls 1 1 Posts tracked · 0.2/day
Calls
7d 1
30d 1
90d 1
Best Calls
ANET Long +0.5%
Worst Calls
No live losers yet
Most Mentioned
ANET ×1
Recent Calls
ANET Long 6 days ago
Win Rate 100% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return +0.5% Long Return +0.5% Short Return -
Average Return
7d —
30d —
90d —
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Thesis
Theme
Source
ANET Arista N... Arista Networks, Inc.
Long
Aug 05
$197.00
+0.5%
Arista is an AI networking winner.
Arista Networks is riding a massive AI wave, connecting to diverse accelerators from NVIDIA GPUs to Google TPUs and AMD MI series. The company is expanding beyond cloud titans to neo clouds and sovereign AI, with AI becoming a platform rather than a point product. Arista has secured supply chain by tripling purchase commitments and signing multi-year vendor agreements, especially for memory, ensuring the company can meet surging data center demand while competitors face component shortages.
AI Photonics
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Jayshree Ullal has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: ANET.