Inside The Bedokian’s Portfolio is an intermittent series where I will reveal what we have in our portfolio, one company/bond/REIT/ETF at a time. In each post I will briefly give an overview of the counter, why I had selected it and what possibly lies ahead in its future. For this issue, I will discuss about the NYSE-listed Arista Networks (ticker: ANET). Screenshot taken from Arista Network’s 2025 Annual Report cover. Part of the AI Revolution Most people tend to associate artificial intelligence (AI) with chip producers, hyperscalers and large language models. ANET, however, is what I would describe as a “picks and shovels” company in the AI ecosystem. It provides networking equipment and software that allow the servers and accelerators within large data centres and AI clusters to communicate with one another. Since ANET is classified as a short- to mid-term AI play, we placed it under the Trading Portfolio, with the possibility of integrating it into the investment Bedokian Portfolio...