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 

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 

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

Broadcom's stronger AI business looks cheap for its growth, making it one of the best buys in the market right now. AI chip revenue rose 221% to $16.7B last quarter, yet the stock trades at 19x forward earnings and a 0.35 PEG. Management sees AI revenue near $115B in fiscal 2027 and would raise that outlook if customers secure more land and power. Anthropic is on track to be its largest custom chip customer next year. Wall Street's $529 average target implies about 60% upside. x.com 

Anthropic's compute commitments point to future revenue for Alphabet, Amazon, Microsoft, Broadcom and Nvidia. Its S-1 reports 14-fold revenue growth, positive second-quarter 2026 EBIT and more than $600 billion committed to compute through 2045. The AI trade is alive and well, more than expected, provided demand keeps pace with those commitments. x.com 

Credo's near-total share of AI data-center cables and unchanged estimates make its lower multiple look like a fear-driven opportunity. Its stock went from 27x to 20x forward earnings while the supply chain building those systems guided 2027 revenue to double. Buyers this week will probably be very happy a year from now. x.com 

Anthropic's customer growth gives AI compute suppliers firmer demand evidence than capacity plans. Its S-1 reports $16.3B in H1 2026 revenue and about 900% net retention as of September 30, the strongest evidence yet of adoption. Over $500B in commitments include a roughly $125B five-year Broadcom equipment lease plus Amazon, Google and Microsoft arrangements; Nvidia GPUs are in its mix. Long-term obligations could outlast usage revenue. 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

Anthropic's customer spending and compute buildout show AI monetizing at scale, a bullish read-through for Nvidia, Broadcom, Alphabet, Amazon, Microsoft, Nebius, CoreWeave and Hut 8. Its IPO filing reports H1 revenue up 14-fold to $16.3B, 11,900+ customers spending $100K+ annually and 1,900+ spending $1M+, alongside $9B in H1 infrastructure spending and about $430B in future compute commitments. x.com