OCP Global Summit starts today. Probably one of the more interesting weeks of the year if you follow the AI connectivity side of the market. $AVGO, $ANET, $MRVL, $CRDO, $ALAB and $LITE are all showing where this is heading.
View original →I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA
Cite asCryptoQuant has tracked the directional calls on ANET by @jpinsights on X since Jan 2019: not yet scored on ANET (as of Nov 11, 2026).
2 ANET calls on record, a thin history.
Relative view by default: fewer than 30 ANET calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jpinsights to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
OCP Global Summit starts today. Probably one of the more interesting weeks of the year if you follow the AI connectivity side of the market. $AVGO, $ANET, $MRVL, $CRDO, $ALAB and $LITE are all showing where this is heading.
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