Erik Isakson Background We think it is not controversial to say that data centers play an ever-increasing role in our daily lives. The networks that allow you to check your email or upload photos into the cloud (and everything in between) are ubiquitous, and in the middle of that ubiquity sits Arista Networks (NYSE:ANET). Until recently, Arista investors didn't have much to complain about. ANET vs SPY (Koyfin) Over the past three years Arista has, on a total return basis, delivered 218% to investors, while ...