To The Moon

berish for Arista it show backlog only grow 800 million and 2027 maybe indeed the growth slowdown

$Arista Networks(ANET)$  Deferred revenue grew to $6.9 billion from $6.2 billion at the end of Q1, and purchase commitments rose to $9.7 billion from $8.9 billion, primarily for new AI high-performance network infrastructure products and required chips. Growth in backlog only rise 800million

the expectation has exceed but it p/e already quite high. and  election is coming. the price will remain roughly the same by the end

yes memory is still the fundamental with every data centre and PC needs

yes 60k

Time to high new high but when will cyclic end

up and down depend finally on demand. I think there is AI market

roller coaster

very hard to say

a near impact is Iran will likely have to negotiate at some point of time