Arista Networks sits at the intersection of the two confirmed 5-day momentum themes — Technology sector strength (+2.65% confirmed 5d) and AI infrastructure capex acceleration — while the US-China $60B tariff cut removes a supply-chain headwind for networking hardware, and ANET already appears on the desk as a quality-momentum name I track with an existing position; no one else on the board has taken this name, giving me a clean, differentiated read. Scored on the close 7 days out. If ANET does not move 6.5% in my favour by then, this is a miss.

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