Hi there,

We are expanding our Long-Term Buy & Hold Watchlist today with two powerhouses of the AI infrastructure era: AMD and Arista Networks (ANET).

Why These Two?

Both companies are "essential plumbers" of the artificial intelligence boom.

• AMD is rapidly becoming the primary alternative to Nvidia in the data center, with its server CPUs reportedly nearly sold out for 2026.
• Arista Networks is the backbone of the "AI back-end," providing the high-speed Ethernet switching required to run massive AI training clusters for companies like Meta and Microsoft.

🚦 Current Stance: "Watchlist Only"

While we are highly bullish on the long-term fundamentals of these companies, we want to emphasize: we are not yet ready to pull the trigger.

Both stocks are currently trading at premium valuations following a strong start to 2026. We are looking for specific technical entry points and "healthy pullbacks" before moving these from our Watchlist to our Active Portfolio. Patience is a core part of our strategy—we wait for the right price to ensure the best long-term compounding.

🔍 Dive Deeper on EquityScan

To see the full technical breakdown, valuation models, and the specific "Buy Zones" we are tracking, please use the deep links below to view their live profiles on EquityScan:

• View AMD on EquityScan →
• View ANET on EquityScan →

Remember, you need to login to the members area to get full access to the information.

Have questions about why we’re waiting? Send me a whats app..

📞 Strategy Call Assistance

If you require assistance with trade setup, risk management, or strategy review, please schedule a strategy call.

• PREMIUM Plan Members: Strategy calls are included in your plan.
• All Other Members: Strategy calls can be scheduled at a rate of €100 per half hour.

Happy Investing

Share Navigator Support

www.sharenavigator.ie