Name: ‘This is the Time’ to Own Amazon (AMZN), ANET ‘Number One Name’ for 2026
Uploaded: 2026-01-14T20:59:35.156-06:00
Duration: 8 min 13 s
Description: 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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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).

‘This is the Time’ to Own Amazon (AMZN), ANET ‘Number One Name’ for 2026

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.