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@turnandburn07 "The decision by $META to onboard $NVDA via the open FBOSS platform rather than a proprietary solution is a crucial piece of evidence supporting this view"
X Link @turnandburn07 2025-10-13T19:15Z XXX followers, XXX engagements

"@NotesontheNoise $ANET didn't lose a customer"
X Link @turnandburn07 2025-10-13T21:42Z XXX followers, XXX engagements

"@NotesontheNoise My guess would be it signals $NVDA's willingness to continue vertically integrating -- which could spell trouble for $ALAB in a more existential sense than w/ $ANET but I think both moves are overreactions"
X Link @turnandburn07 2025-10-13T21:53Z XXX followers, XXX engagements

"$NVDA is still relatively new to this level of complex network software development. Networking hardware is only as good as the software that runs it and $ANET has a significant lead here"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements

"@cerotorre Some valid points here but I hedge toward $ANET's leadership and balance sheet and I just don't know how much it makes sense for $MSFT $NVDA et al to vertically integrate all the way into complex engineering like liquid cooling and thermal management"
X Link @turnandburn07 2025-10-14T14:34Z XXX followers, XXX engagements

"$ORCL is in a race for third place in the cloud wars. It needs to build out its AI capabilities as quickly as possible. Buying an integrated pre-validated stack from $NVDA is the path of least resistance and fastest time-to-market"
X Link @turnandburn07 2025-10-13T19:13Z XXX followers, XXX engagements

"God I love $ANET"
X Link @turnandburn07 2025-10-08T19:05Z XXX followers, XXX engagements

"@cerotorre For example $VRT already partnering with $NVDA"
X Link @turnandburn07 2025-10-14T14:36Z XXX followers, XXX engagements

"The most important detail is that $META is integrating Spectrum-X into its Facebook Open Switching System (FBOSS). FBOSS is $META's own open-source switch software designed to disaggregate hardware from software"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements

"1. 2006: Twitter launched X. 2013: Robinhood launched X. 2020: m2 +$4 trillion"
X Link @turnandburn07 2025-10-14T22:56Z XXX followers, XX engagements

"If you want some blue-chip AI "picks and shovels" plays with some diversification across the stack might I suggest: $GOOG (TPUs) $NVDA (GPUs) $AVGO (XPUs) $ASML (Lithography) $ANET (Networking) $MU (Memory) $VRT (Power and cooling) All profitable executing well with clear runways for growth over the next 3-5 years"
X Link @turnandburn07 2025-10-14T13:59Z XXX followers, XXX engagements

"$META has historically been one of $ANET's largest customers accounting for a substantial portion of its revenue. Any loss of "share of wallet" at such a key account is a material threat. The announcement signals that $ANET no longer has an undisputed claim on $META's AI networking budget"
X Link @turnandburn07 2025-10-13T19:09Z XXX followers, XXX engagements

"$NVO starting to feel a little value trappy"
X Link @turnandburn07 2025-10-13T19:50Z XXX followers, XXX engagements

"$META's goal is to commoditize the hardware layer. By forcing $NVDA to support the open FBOSS standard $META gains a second viable supplier for its AI clusters increasing its bargaining power and reducing its dependence on $ANET"
X Link @turnandburn07 2025-10-13T19:13Z XXX followers, XXX engagements

"Networking is the next logical frontier for $NVDA to conquer. Having captured the AI processing market controlling the interconnects is key to maximizing performance and capturing more of the data center budget"
X Link @turnandburn07 2025-10-13T19:14Z XXX followers, XXX engagements

"Data centers have multiple networks. This announcement primarily concerns the "back-end" AI fabric that interconnects GPU clusters. $ANET remains a dominant player in the "front-end" networks that connect the data center to the rest of the world and manage general-purpose compute. $ANET also has a growing presence in campus and enterprise networking"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, 2218 engagements

"Here's why the $ANET sell-off doesn't make sense"
X Link @turnandburn07 2025-10-13T19:08Z XXX followers, 1196 engagements

"This forces $NVDA to play within $META's open ecosystem competing on the merits of its hardware rather than locking $META into a proprietary software stack. This commitment to openness is fundamentally aligned with $ANET's own philosophy and ensures a more level playing field"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements

"$NVDA's primary advantage is its ability to offer a tightly integrated full-stack solution: GPUs networking interface cards (NICs) and now switches all optimized to work together. For customers like $ORCL who are racing to build massive AI infrastructure this "one-stop-shop" approach can simplify procurement and accelerate deployment"
X Link @turnandburn07 2025-10-13T19:10Z XXX followers, XXX engagements

"Might as well buy some $VRT"
X Link @turnandburn07 2025-10-14T13:54Z XXX followers, XXX engagements

"This week we hear from the king $ASML"
X Link @turnandburn07 2025-10-14T00:06Z XXX followers, XXX engagements

"It's time $AMKR"
X Link @turnandburn07 2025-10-08T12:56Z XXX followers, XXX engagements

"You could definitely add $AMD to this list and I'd listen to a case for $INTC $TSMC and others like $ETN and $BN"
X Link @turnandburn07 2025-10-14T14:38Z XXX followers, XXX engagements

"On the watch list this week: $VST $CEG $TLN $VRT Conversation turning quickly to AI energy demands"
X Link @turnandburn07 2025-09-28T16:36Z XXX followers, XX engagements

"$ANET's key differentiator has always been its Extensible Operating System (EOS) and CloudVision software. EOS is renowned for its reliability stability and programmability at massive scale honed over more than a decade of deployments in the world's largest data centers"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements

"Its pretty clearly $GOOG vs OpenAI"
X Link @turnandburn07 2025-10-14T21:55Z XXX followers, XX engagements

"Don't think I can ignore this $ISRG dip any longer"
X Link @turnandburn07 2025-10-01T16:34Z XXX followers, 1135 engagements

"NVIDIA the dominant force in AI computing is aggressively moving into Arista's core market: high-speed data center networking. Spectrum-X is not a peripheral product; it's a direct competitor for building the fabric of AI factories"
X Link @turnandburn07 2025-10-13T19:09Z XXX followers, XXX engagements

"$NVDA's aggressive push into Ethernet for AI validates the market itself. For years $NVDA's proprietary InfiniBand was seen as the only solution for high-performance AI. Their embrace of Ethernet massively expands the total addressable market for $ANET's core technology. A larger pie can support multiple winners"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements

"@buccocapital $ISRG already bouncing recent congressional buying"
X Link @turnandburn07 2025-10-05T16:32Z XXX followers, 3907 engagements

"The core of the $ANET bull case rests on the idea that the AI networking market is large enough for multiple players and that hyperscalers will favor open multi-vendor environments where $ANET's best-in-class software (EOS) gives it a durable competitive advantage"
X Link @turnandburn07 2025-10-13T19:14Z XXX followers, XXX engagements

"Hyperscalers like $META practice extreme supply chain diversification to avoid vendor lock-in and ensure competitive pricing. It is highly unlikely that $META will standardize exclusively on $NVDA. This is more likely a move to a dual-vendor strategy for their AI back-end networks with $ANET being the other key supplier"
X Link @turnandburn07 2025-10-13T19:11Z XXX followers, XXX engagements