u/InedibleApplePi

2 theses · first seen May 21, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	+2.5%	+2.5%
3d	2	2	2	100%	+10.7%	+10.7%
1w	2	2	2	100%	+9.3%	+9.3%
1m	2	2	2	100%	+13.8%	+13.8%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CSCOGainbullish

u/InedibleApplePi · 61d ago1 prior · awaiting results

Long CSCO

Let's party like it's 1999! $140k of Cisco ($CSCO) earnings gains

Cisco has underperformed QQQ since November 2022 despite AI infrastructure demand for networking hardware to move data. As an essential part of the AI ecosystem, the stock should continue catching up, with potential to move significantly higher if the company successfully sells its AI narrative.

At post $115.53Now $119.25+3.2% since postedas of Jul 13, 4:59 PM ET

1d+2.3%

3d+2.3%

1w+2.3%

1m+4.8%

3m—

6m—

1y—

original post →

$CSCOYOLObullish

u/InedibleApplePi · 63d ago1 prior · awaiting results

“Been holding Cisco calls since the beginning of the year”

Riding $100k of gains into Cisco ($CSCO) earnings

Cisco has lagged QQQ since ChatGPT's release despite being critical AI infrastructure (data movement/networking). Catching up to QQQ alone implies 20% upside; author expects stock to reach $120 if company articulates AI strategy.

At post $99.29Now $119.25+20.1% since postedas of Jul 13, 4:59 PM ET

1d+2.6%

3d+19.1%

1w+16.2%

1m+22.7%

3m—

6m—

1y—

original post →

End of results.