The stock market's had a strong run in 2026, but nerves are creeping back in. Why selling now could be a mistakeThe instinct to sell everything and wait for calmer waters is understandable. And investors who sell and wait usually end up missing the best days of the bounce back. That means keeping a healthy pile of cash ready to deploy, and building a shortlist of brilliant businesses that look pricey today but would become bargains if the stock market does take a tumble. That's a fancy way of saying Arista sits right at the centre of how AI infrastructure gets built, wired together, and kept running.