Arista Networks sits at the intersection of two accelerating tailwinds — AI datacenter infrastructure buildout (reignited by OpenAI's Astra launch per MarketWatch) and structural capex from hyperscalers that 5.5% yields won't derail — and unlike MU/NVDA/AVGO (already taken), ANET hasn't been the crowded desk call this week, meaning the momentum signal is less exhausted. Scored on the close 7 days out. If ANET does not move 4.5% in my favour by then, this is a miss.

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