Will Kerwin
Senior equity analyst covering technology at Morningstar, specializing in hardware, semiconductors, and IT supply chain, featured to discuss Arista Networks and networking for AI infrastructure.
Best podcasts with Will Kerwin
Ranked by the Snipd community
46 snips
Jul 21, 2025 • 54min
The Untold Story of Amphenol: Part II
In this discussion, Will Kerwin, a Senior Equity Analyst at Morningstar, dives into the fascinating world of Amphenol, a key player in the connector industry. He explores its competitive market landscape and innovative strategies, highlighting growth in sectors like aerospace and defense. Kerwin sheds light on Amphenol's unique corporate culture that thrives on decentralization, and its smart capital allocation for future acquisitions. The conversation also touches on emerging trends, risks, and opportunities that could shape Amphenol’s path forward.
16 snips
Nov 24, 2025 • 57min
Will Kerwin on Arista Networks (ANET)
Will Kerwin, a Senior Equity Analyst at Morningstar specializing in tech, dives into Arista Networks' pivotal role in AI infrastructure. He discusses the company's robust hardware and software portfolio, highlighting its 400-800G evolution to meet surging bandwidth needs. Kerwin explains why hyperscalers favor Arista for its performance and reliability, and analyzes competitive dynamics with Cisco and NVIDIA. He also sheds light on Arista's impressive margins and growth driven by AI, all while praising the exemplary leadership of Jayshree Ullal.
