Motley Fool Hidden Gems Investing
The Infrastructure Behind the AI Revolution
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Show notes
If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.
(00:21) David Meier and Ricky Mulvey discuss:
- Why Microsoft and Meta rely on Arista Networks.
- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.
- The downfall of dating app Bumble.
Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.
Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB
Host: Ricky Mulvey
Guests: David Meier, Anthony Schiavone
Engineers: Dan Boyd, Rick Engdahl
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