Arista Networks demonstrates strong financial performance, a solid growth outlook, and innovative product development, particularly in AI and cloud networking. While valuation models offer mixed signals, the company's fundamentals and strategic positioning make it a compelling consideration for investors interested in the networking and cloud infrastructure sector. Ken Griffin at Citadel Advisors sold 1.5 million shares of Nvidia, cutting his exposure 50%. He also added 108,000 shares of Arista, increasing his stake 17%.
Israel Englander at Millennium Management sold 740,500 shares of Nvidia, trimming his stake 7%. He also purchased 979,600 shares of Arista, increasing his position 43%.
Paul Tudor Jones of Tudor Investment sold 209,000 shares of Nvidia, reducing his exposure 24%. He also purchased 213,800 shares of Arista, opening a new position.
Israel Englander at Millennium Management sold 740,500 shares of Nvidia, trimming his stake 7%. He also purchased 979,600 shares of Arista, increasing his position 43%.
Paul Tudor Jones of Tudor Investment sold 209,000 shares of Nvidia, reducing his exposure 24%. He also purchased 213,800 shares of Arista, opening a new position.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.