Arista Networks and Arm Holdings can be regarded as artificial intelligence, AI periphery stocks.
Both Arista Networks and Arm Holdings produce hardware for AI servers and computers and smartphones. Arista Networks produces switches and routers for AI, while Arm produces smartphone chips, GPUs with which to drive artificial intelligence on smartphones.
Arista Networks is undervalued, while Arm Holdings is overvalued, according to Wolfteam Ltd.'s projections and estimates.
Arm Holdings' investors expect the AI smartphone boom to bring in too large benefits too quickly.
Arista Networks, as most hardware computer chips production companies is undervalued. Outside NVIDIA.
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