$CSCO

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (1d)

+1.2%

Win rate (1d)

67% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Recent theses

$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 →

$CSCOYOLObullish

u/37366034 · 37d ago

AI Infrastructure Build Out YOLOs

Cisco supplies networking infrastructure and switching equipment essential for data center AI buildout. The author views networking as a key component in the broader AI infrastructure expansion.

1d-1.3%

3d-0.9%

1w-0.3%

1m+34.1%

3m—

6m—

1y—

original post →

End of results.