Public trading strategy
All the attention has been on the companies making AI chips, but the physical ne
Created
Thesis
All the attention has been on the companies making AI chips, but the physical networking equipment connecting massive data center clusters is experiencing a parallel demand surge. Arista just demonstrated this strength with huge AI-related sales, and the stock is rallying into its upcoming earnings as investors wake up to this hidden AI infrastructure play. With major tech companies pouring unprecedented capital into AI compute capacity, the networking layer is mission-critical — Arista's dominant market position in high-speed data center switching makes it a direct beneficiary that is still underexposed compared to the headline chip names. A strong earnings report could catalyze a significant leg higher.
Strategy approach
All the attention has been on the companies making AI chips, but the physical networking equipment connecting massive data center clusters is experiencing a parallel demand surge. Arista just demonstrated this strength with huge AI-related sales, and the stock is rallying into its upcoming earnings as investors wake up to this hidden AI infrastructure play. With major tech companies pouring unprecedented capital into AI compute capacity, the networking layer is mission-critical — Arista's dominant market position in high-speed data center switching makes it a direct beneficiary that is still underexposed compared to the headline chip names. A strong earnings report could catalyze a significant leg higher. Decision analysis profile: value. Required dimensions: valuation_method,…
Markets and timeframes
ANET1D
Latest published rule evaluation
Evaluated . This is a dated rule snapshot, not a live price or trade execution confirmation.
ANET · 1d
3 of 4 published entry conditions marked met.
- RSI (14) above 20 — met
- Price below SMA (50) — far
- Price above SMA (50) — met
- Price above Keltner (20) — met
Entry and exit at a glance
These are the named rules in the shared configuration. Review the full conditions below before using a strategy.
- Entry: RSI/SMA/KELTNER Signal Long (ANET@1d) (4 conditions)
- Exit: Position Exit Rule (1 condition)
- Exit: TP: Near Resistance[1] (ANET@1d) (1 condition)
- Exit: SL: Below Support[2] (ANET@1d) (1 condition)
- Exit: Stop Loss at 2.0% (1 condition)
- Exit: Take Profit at 4.0% (1 condition)
Shared strategy rules
Rule configuration
{
"data_dependencies": [
{
"symbol": "STOCK:ANET",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "low",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "lower",
"indicator": {
"multiplier": 2,
"name": "keltner_channel",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1",
"name": "RSI/SMA/KELTNER Signal Long (ANET@1d)",
"priority": 1,
"trade_symbol": "STOCK:ANET"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1",
"name": "Position Exit Rule",
"priority": 1,
"purpose": "signal"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2",
"name": "TP: Near Resistance[1] (ANET@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:ANET"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3",
"name": "SL: Below Support[2] (ANET@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:ANET"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.0%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 4
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 4.0%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"risk_percent": 2,
"support_stop_rank": 2,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Indicator configuration
{
"indicators": [
{
"name": "sma",
"period": 50
},
{
"multiplier": 2,
"name": "keltner_channel",
"period": 20
},
{
"name": "rsi",
"period": 14
}
]
}Parsed strategy
{
"data_dependencies": [
{
"symbol": "STOCK:ANET",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 20
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "low",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"indicator": {
"name": "sma",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "lower",
"indicator": {
"multiplier": 2,
"name": "keltner_channel",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1",
"name": "RSI/SMA/KELTNER Signal Long (ANET@1d)",
"priority": 1,
"trade_symbol": "STOCK:ANET"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1",
"name": "Position Exit Rule",
"priority": 1,
"purpose": "signal"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 1,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2",
"name": "TP: Near Resistance[1] (ANET@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:ANET"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:ANET",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3",
"name": "SL: Below Support[2] (ANET@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:ANET"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.0%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 4
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 4.0%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"risk_percent": 2,
"support_stop_rank": 2,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Strategy instructions
Trading agent generated from recommendation idea 'All the attention has been on the companies making AI chips, but the physical networking equipment connecting massive data center clusters is experiencing a parallel demand surge. Arista just demonstrated this strength with huge AI-related sales, and the '. Thesis: All the attention has been on the companies making AI chips, but the physical networking equipment connecting massive data center clusters is experiencing a parallel demand surge. Arista just demonstrated this strength with huge AI-related sales, and the stock is rallying into its upcoming earnings as investors wake up to this hidden AI infrastructure play. With major tech companies pouring unprecedented capital into AI compute capacity, the networking layer is mission-critical — Arista's dominant market position in high-speed data center switching makes it a direct beneficiary that is still underexposed compared to the headline chip names. A strong earnings report could catalyze a significant leg higher.
Performance
No trade count, win rate, or realized P&L figures are provided in this public preview. The thesis and shared rules do not establish a performance record.
What this public preview can establish
- The dated rule snapshot above shows the conditions evaluated at that time. It does not prove a current trigger or executed trade.
- Technical strategy fields are shared above. Inspect the actual conditions and check when they were evaluated before relying on them.
- No trade count, win rate, or P&L figure is published in this preview. It cannot establish a performance record.
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