Meta Platforms Inc. (META)

Meta Platforms Inc. (META $731.83)
- $731.83 P/E (TTM): 26.01X Cap: $1.80T
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Meta Platforms Inc. (META $731.83)
- $731.83 P/E (TTM): 26.01X Cap: $1.80T
- View META Profile
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NVIDIA Corporation (NVDA $183.95)
- $183.95 P/E (TTM): 52.2X Cap: $4.45T
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Oracle Corporation (ORCL $283.12)
- $283.12 P/E (TTM): 67.43X Cap: $827.81B
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Arista Networks Inc. (ANET $149.40)
- $149.40 P/E (TTM): 56.12X Cap: $179.85B
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Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."

Read Answer Asked by Dennis on October 17, 2025

Meta Platforms Inc. (META $731.83)
- $731.83 P/E (TTM): 26.01X Cap: $1.80T
- View META Profile
- View Questions on META

Q: Noticed, while many magnificent names are making new highs in recent stock market run, but Meta, what’s the reason behind this? Is Meta a buy, hold or sell?

Thank,

Read Answer Asked by Lin on October 14, 2025

Meta Platforms Inc. (META $731.83)
- $731.83 P/E (TTM): 26.01X Cap: $1.80T
- View META Profile
- View Questions on META
Pembina Pipeline Corporation (PPL $53.26)
- $53.26 P/E (TTM): 17.92X Cap: $30.84B
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Q: PPL popped over 5% around 2 pm today on heavy volume, but i can't find any news (as of yet). Do you know why the jump in the share price?

Read Answer Asked by arnold on October 06, 2025