If you hold ANET, pay attention to its support

来源: 三心三意 于 2025-12-12 07:00:22 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (234 bytes)

The update from AVGO yesterday showing margin pressure when selling into AI infrastructure. On top of that, AVGO's high speed switch is selling like a hotcake

I would be very careful with ANET at this point

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