berish for Arista it show backlog only grow 800 million and 2027 maybe indeed the growth slowdown

$Arista Networks(ANET)$  Deferred revenue grew to $6.9 billion from $6.2 billion at the end of Q1, and purchase commitments rose to $9.7 billion from $8.9 billion, primarily for new AI high-performance network infrastructure products and required chips. Growth in backlog only rise 800million

the expectation has exceed but it p/e already quite high. and  election is coming. the price will remain roughly the same by the end

yes memory is still the fundamental with every data centre and PC needs

yes 60k

Time to high new high but when will cyclic end

up and down depend finally on demand. I think there is AI market

roller coaster

very hard to say

a near impact is Iran will likely have to negotiate at some point of time

a most likely drop then rebound after his speech

should buy nvidia

options need to track support

unh shock me even though its good but stock fall

dimond mindset

what goes up must come down. but long term trend gold is up

good I think need to be fast fingers just focus on s&p 500.companies

rather hold nvidia

so long they have good fundementals

$SoFi Technologies Inc.(SOFI)$   running at 1.45 billion negative for cash flow for 6 months 2025. The bank balance from research is only left 2.12billion.  the company would need to raise cash soon. From the senior debt issue it's seems to issue  around at 20 percent interest. The mortgage rate running 5  to 6 percent per interest. I don't think it's suitainable. Please correct me if I'm wrong thank you