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Arista Networks

Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Mad Money w/ Jim Cramer

Episode Mentions

Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 26, 2026

Mad Money w/ Jim Cramer 2/25/26

“Networking equipment company scaling from zero AI revenue three years ago to $3B+ this year; CEO Jayshree Ullal discussed Ethernet dominance”

AI Job Displacement Fears vs. RealityEnterprise Software Valuation CompressionAI Infrastructure Demand and Networking