ANET LONG prediction · ibdlive · Bullseye

Their two biggest customers are Microsoft and Meta. They are pretty bullish on capital spending in general. Capital spending plans on AI seem to be very hot... another one that's looking really strong.

Channel

ibdlive

Prediction date

2025-08-01

Horizon

2026-08-01

Instrument

ANET · LONG

Verdict

Bullseye

Outcome

<strong>Bullseye:</strong> <span class="num green">P/L +5340.0%</span> · <span class="num green">vs SPY +3324.0%</span>

Source: Source · 15:52 ↗