$Arista Networks(ANET)$ is a stock to watch today as it continues to attract investor attention amid AI-driven growth. Trading at $125.65 (+1.8%), ANET has shown resilience compared to its industry peers. Piper Sandler’s upgrade to Overweight with a $159 target underscores confidence in Arista’s positioning with hyperscalers and enterprise accounts, while Morgan Stanley’s cautious trim to $159 reflects balanced expectations. Institutional flows remain mixed, with some funds adding exposure and others reducing positions, signaling debate over valuation. Fundamentally, Arista benefits from delayed but robust datacenter capex cycles, which align with rising AI adoption. Analysts expect 2026 to be pivotal, with refresh cycles boosting demand for

$Arista Networks(ANET)$  This has the potential to shoot up $10 in a single day. 

My conviction stays strong with AI related stocks! If the Santa Rally extends into January, AI stocks are likely to lead the charge. Historically, the final five trading days of December and the first two of January deliver positive returns nearly three‑quarters of the time. This year, optimism is fueled by resilient U.S. economic data, falling jobless claims, and growing expectations that the Federal Reserve will begin easing rates in 2026. Momentum is strongest in sectors tied to secular growth themes. Semiconductors and AI infrastructure remain front and center. Nvidia (NVDA) remains the poster child of the AI boom. Despite concerns about valuation, its GPUs are the backbone of generative AI, cloud computing, and enterprise adoption. Demand from hyperscalers and corporates shows no

$Tiger Brokers(TIGR)$ I still hold strong conviction for $BMNR$.  BMNR is one of the most unique crypto‑linked stocks on Wall Street. With over 4 million ETH and additional Bitcoin holdings, its valuation moves directly with the two largest cryptocurrencies. From now until mid‑2026, BMNR’s performance will be shaped by how BTC and ETH evolve, making it a leveraged proxy for crypto adoption. Bitcoin has already rallied strongly in 2025, and most analysts now expect a gradual climb into the $80k–$120k range by mid‑2026. Ethereum is projected to trade between $3,500–$5,000, supported by network upgrades and growing demand in decentralized finance. These are ambitious but achievable levels, and BMNR’s treasury gives it meaningful upside without r

It’s time for a turnaround. There’s honestly no bad news, just that many are fearful. Fundamentals are still great!