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	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only.

Thesis history

$CSCOGainbullish

u/InedibleApplePi · 16d ago

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.

1d+2.3%

3d+2.3%

1w+2.3%

1m—

3m—

6m—

1y—

original post →

$CSCOYOLObullish

u/InedibleApplePi · 17d ago

“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.

1d+2.6%

3d+19.1%

1w+16.2%

1m—

3m—

6m—

1y—

original post →

End of results.