$ANET just posted its first ever $3B quarter, worth noting five years ago they did $2.9B for the entire year. Stock's up nearly 12% on the print today, and a beat of that scale is the kind of thing that can keep a name in the leadership group. Not chasing blind, but this looks like the real deal, not a headline pump.

Aggregated and distilled by Two Sentence Traders. Not financial advice.