The AI slowdown narrative dominating headlines this week is a surface-level read — Arista's revenue base is datacenter networking infrastructure, not model training spend, and any pause in frontier AI development actually accelerates enterprise AI deployment cycles that run on Arista's ethernet switching stack, making it a counter-intuitive beneficiary of the exact narrative crushing NVDA and META right now. 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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