$ANET 0.51 Developing

Notable posts

• @StockSavvyShay neutral 1956 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC ~2.2x • $LRCX ~2.2x • $KLAC ~2.0x • $AMAT ~1.7x • $ASML ~1.7x • $ANET ~1.7x • $TSM ~1.2x • $LITE ~1.1x • $COHR ~1.0x • $CRDO ~0.9x • $NVDA ~0.8x • $AMD ~0.7x • $AAOI ~0.7x • $MRVL ~0.6x • $ON ~0.6x • $AVGO ~0.6x • $SNDK ~0.4x • $MU ~0.4x

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• @StockSavvyShay neutral 1611 eng

  HOW SEMICONDUCTORS ARE PRICED ON 2027 EARNINGS • $INTC 53x • $ALAB 47x • $ANET 39x • $AMD 36x • $MRVL 36x • $ASML 28x • $KLAC 26x • $LRCX 25x • $AMAT 24x • $COHR 23x • $LITE 23x • $AAOI 23x • $TSM 20x • $CRDO 18x • $AVGO 18x • $ON 15x • $NVDA 14x • $SNDK 7x • $MU 6x • $SKHY 4x

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• @StockSavvyShay neutral 1587 eng

  THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

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• @StockSavvyShay neutral 1293 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $LRCX ~2.3x • $ALAB ~2.1x • $INTC ~1.9x • $ANET ~1.8x • $ARM ~1.6x • $KLAC ~1.3x • $AMAT ~1.2x • $ASML ~1.0x • $TSM ~0.9x • $AMD ~0.7x • $NVDA ~0.7x • $CRDO ~0.6x • $COHR ~0.6x • $LITE ~0.5x • $AVGO ~0.5x • $MRVL ~0.5x • $AAOI ~0.4x • $ON ~0.4x • $SNDK ~0.2x • $MU ~0.2x • $SKHY ~0.1x

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• @StockSavvyShay neutral 1250 eng

  THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC, $SNDK • Strong (30–39%) | $ASML, $LRCX, $CRDO, $WDC • Healthy (20–29%) | $AMAT, $ALAB • Solid (Below 20%) | $ARM, $MRVL, $AMD, $COHR, $LITE, $ON

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• @StockSavvyShay neutral 1228 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~3.6x • $INTC ~2.7x • $LRCX ~2.6x • $KLAC ~2.4x • $AMAT ~2.2x • $ARM ~1.9x • $ASML ~1.7x • $ANET ~1.7x • $LITE ~1.1x • $TSM ~1.1x • $COHR ~1.0x • $AMD ~0.8x • $CRDO ~0.7x • $NVDA ~0.7x • $MRVL ~0.6x • $AAOI ~0.6x • $AVGO ~0.5x • $ON ~0.4x • $MU ~0.2x • $SNDK ~0.2x

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay neutral 855 eng

  THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SNDK, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC • Strong (20–39%) | $ASML, $LRCX, $WDC, $CRDO, $AMAT, $ALAB • Solid (Below 20%) | $ARM, $LITE, $MRVL, $AMD, $COHR, $ON

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