Fri, May 29, 2026
May 29
2,153 shares @ $0.00
New position
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.5% @730d vs SPY. Their own timing adds only +4.2% on top — this is thesis validation, not market-timing skill. Methodology →
Cluster Buy
Trade made by a director
Part of a cluster of 8 transactions by 7 insiders
Unscheduled trade
31% win rate · -9.2% median edge vs SPY (334 trades, 90-day)
Price 14% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—