Felix Wang, CFA(@HedgeyeTech):Sell-side loves $ANET (it's Citi's #1 pick) and much more concerned about $MRVL. We like the opposite - Marvell has outperformed Arista by 100% since our pair trade in April. I'm off to @OpenComputePrj conference soon - there is a session that I think could make some Arista bulls nervous...

Felix Wang, CFA

@HedgeyeTech

MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice

参加 May 2009

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Felix Wang, CFA@HedgeyeTech

2026.10.09 12:54

Sell-side loves $ANET (it's Citi's #1# pick) and much more concerned about $MRVL. We like the opposite - Marvell has outperformed Arista by 100% since our pair trade in April. I'm off to @OpenComputePrj conference soon - there is a session that I think could make some Arista bulls nervous...