John Lamb Arista Networks (NYSE:ANET) is positioned for a strong eFY24 as the network equipment industry takes a turn into bullish territory. With management’s q1’24 beat and raise, customers’ digestion of their equipment inventory builds, and the drive to build out the networking component to cater to the high-speed demands of AI/ML, I believe Arista is in the beginning phase of the next cycle and should realize significant top-line growth and margin expansion. Arista will be reporting q2’24 earnings r ...