Finding the SignalArista Networks - Analyst Day Thoughts1×0:00Current time: 0:00 / Total time: -20:36-20:36Audio playback is not supported on your browser. Please upgrade.Arista Networks - Analyst Day ThoughtsWhat the market is missing.Notes on the NoiseSep 15, 2025ShareTranscriptANET 0.00%↑ hosted analysts recently and that market didn’t like what it heard. I think this dip is a buying opportunity.Here is a summary of my investment research generated with NotebookLM.Discussion about this episodeCommentsRestacksFinding the SignalYour first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. Your first port of call for stock analysis. Easy to digest podcasts on my investment ideas. Generated by NotebookLM from my curated research. SubscribeListen onSubstack AppApple PodcastsSpotifyRSS FeedAppears in episodeNotes on the NoiseRecent EpisodesAI Networking - OCP UpdateOct 14, 2025 • Notes on the NoiseMicron - Breaking the Cycle?Aug 12, 2025 • Notes on the NoiseNebius - The AI Cloud Pure PlayAug 10, 2025 • Notes on the NoiseLemonade is Reinventing InsuranceAug 7, 2025 • Notes on the NoiseFluence - Redefining the Energy GridAug 5, 2025 • Notes on the NoiseVertiv - Powering and Cooling the AI SupercycleJul 23, 2025 • Notes on the NoiseWhat Went Wrong with UNH?Jul 22, 2025 • Notes on the Noise