ANET

Everything Filings Intel has said about ANET across all issues.

• 10-Q · 2026-05-06 Issue 4 · bullish
  Q1 revenue $2,709M (+35.1%); GM 61.9% (DOWN 180bps); $8.9B non-cancellable purchase commitments
• 8-K · 2026-05-05 Issue 4
  Q1 2026 earnings furnishing

• Dell's 33% blowout confirms the supply chain end-to-end — SMCI rides along despite the indictment Issue 9
  Alongside: DELLSMCIHPENVDA
• Lone Pine just did the Aschenbrenner trade at $2B Issue 5
  Alongside: TERGLWMTZCIENAGXWULFHUTAMZNMSFT
• Arista takes +35% with 180bps of margin compression Issue 4
  Alongside: MSFTMETA
• The Issue 03 capex thesis holds — chip tier confirms Issue 4
  Alongside: AMDNVDAAVGOVRT
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: AMZNMETAMSFTGOOGVRTEQIX
• Vertiv prints the floor — +30% / +400bps / +153% OCF Issue 2
  Alongside: VRTDLREQIX