‘This is the Time’ to Own Amazon (AMZN), ANET ‘Number One Name’ for 2026
Schwab Network · Schwab Network
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Show Notes
Andrew Graham is a bull on networking equipment, thinking investors will move to where the real earnings growth is. He also likes microchips and analog devices and says the rise in cyclicals needs justification. He likes Amazon (AMZN), saying “this is the time” to own it. He’s also watching Cisco Systems (CSCO) and Arista Networks (ANET).
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