Tag
arista
2 posts tagged arista
- US Investing·
The AI capex stress test: what actually breaks when Meta and Google cut capex 20%
Honest analysis of what happens to NVDA, AMD, AVGO, VRT, ANET, MU, SMCI, DELL, and HPE if Meta, Google, Microsoft, and Amazon cut AI capex by 20%. Customer concentration math, downside scenarios, and Indian retail positioning.
- US Investing·
How to buy Arista Networks (ANET) stock from India
Buy Arista Networks (ANET) from India legally via the LRS, in INR. ANET pays no dividend, so this is a pure capital-gains story — Section 112 LTCG, the $60k estate-tax trap, and AI-networking concentration are what decide your outcome.