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@AlexWalker 2 weeks ago

Networking stocks waking back up because of all this AI demand

Networking stocks waking back up because of all this AI demand

jumped after dropped strong earnings, and now investors thinking the whole networking space might finally start getting hot again. With AI data centers growing like crazy, companies making networking gear suddenly got Wall Street paying attention again.

@BrianHoward 2 weeks ago

i've been watching Arista Networks for a while and the growth in data centers is just wild. hope the rest of the sector follows suit soon.