Arista Networks (ANET 3.92%) recently reported its first-quarter financial results, which showed strong revenue growth, yet the stock plunged. Check out the short video to learn what semiconductor investors Jose Najarro and Nicholas Rossolillo had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of May 4, 2023. The video was published on May 5, 2023.