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ANET是首选持股，因其在AI网络基础设施中的角色以及近期强劲的财务增长（Q2营收增长37.7%）。
还有其他我非常喜欢的股票，比如Arista Networks。它们有点像AI的神经中枢网络，销售和盈利增长爆炸性。他们刚刚报告第二季度收入30.4亿美元，增长37.7%，随着网络需求增加，AI需要越来越快的通信，ANET正处在这个中心。
there are other stocks I really like such as Arista Networks. They're sort of the networking central nervous system of AI explosive sales and earnings growth. They just reported Q2 revenue of 3.04 billion.
That was up 37.7% and as networking meets more and more demand with AI needing faster and faster communication, ANET's right at the center of it.