Cisco's AI infrastructure business is becoming a massive growth engine, driving a Q4 double beat and raise. Ahead of the print, options flow showed a $9.6M bullish bet and sizable put selling, backing a long-held conviction long. x.com  x.com  x.com 

Cisco's all-time-high stock price overstates how expensive it is, because it ignores more than 20 years of massive buybacks. Even after today's surge, Cisco's market cap is still below its all-time high. x.com 

Cisco looks attractive as a winner in the AI revolution outside the hyperscalers. x.com 

Cisco has begun a new run after a massive technical breakout from more than 25 years below its previous all-time high, though it likely won't move as fast as AI infrastructure, chip and memory names. Its active venture arm is expanding aggressively into AI and security, including the $28 billion Splunk acquisition, the $400 million purchase of AI security startup Astrix and $1 billion invested in startups such as Cohere, Mistral AI and Scale AI. x.com 

Nvidia in 2026 is not Cisco in 2000: it grows over 100% a year at far lower multiples, making it still an amazing buy and likely the first $10T company, possibly by 2028. Cisco peaked near 200x earnings, 30x sales and 176x FCF on 55% growth; Nvidia trades at 30x, 18x and 45x with 75% gross margins. Forward, it is about 20x earnings and 22x FCF, near all-time lows, and supply constraints and contracts let it guide a full year ahead for the first time. A $6T cap would not mean overvalued. x.com  … Show more

Cisco's networking supercycle is no longer a pitch but booked business. Cisco guided fiscal 2027 AI infrastructure revenue to $7.5bn, almost double fiscal 2026, and that revenue is already booked. x.com 

Cisco's business is on fire, with soaring purchase commitments pointing to strong demand ahead. Per Wells Fargo, fiscal Q4 purchase commitments reached $16.033B, up 59% quarter over quarter and 153% year over year, accelerating from 73%, 56% and 47% in prior quarters. Management said silicon supply is secured through 2026 with 2027 negotiations under way, and its direct management of silicon design gives it end-to-end control. x.com  x.com 

Hewlett Packard Enterprise's 30% jump looks like dot-com bubble behavior, since the stock trades at about -250 times earnings. Even after a strong earnings report it remains a poor-quality company; Dell and Cisco earned their multiple expansion with great fundamentals and undervaluation. A post the author replies to argues HPE, which sells servers and networking, is a laggard rerating toward the leaders. x.com  x.com 

Nvidia is still growing into its AI valuation, unlike Cisco in 2000, which was growing nothing but a tech bubble. The comparison between today's Nvidia and 2000's Cisco cuts in Nvidia's favor because its valuation is backed by growth rather than bubble pricing. x.com 

Ciena's 30% drop from its high has nothing to do with the business, and both sell-off catalysts have now cleared. It beat EPS by 12%, grew revenue 40% and raised guidance to $6.3B, in line with consensus after a 200% run, while a $2.875B convertible added hedge selling through June 11. Hyperscalers are linking GPU clusters across cities and continents with 800G and 1.6T coherent optics, where Ciena leads data center interconnect, a market doubling to $50B by 2029. Backlog is $7.7B. x.com