Investment Ideas: Updates on nukes and GABI plus an alternative AI play to Nvidia

A deep dive into cloud networking king Arista Networks

To repeat my comments from last week: hopefully, you have enjoyed reading this newsletter. It does take some time to write and that means that from mid-October, I will be turning on a paid-for version. I’ll try and keep a few articles free, but the rest will be paid for, with a charge of either £5 a month or £50 annually until the end of 2023. In the Ne…