After the $130 all-time high, it has continued to fall and now is down for the past 1 month. How long will it stay above $100 until the street realizes Cisco is just rebranding the usual Switching orders as AI Infra? There’s no meaningful improvement in other BUs like Wireless or SBG - more than the traditional single digit growth.
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Anyone shorting CSCO this year has lost serious money.
@gf Shorting any stock always, and I mean always ends badly.
@gf I'll check back at the end of the year to see how that is working out for you.
I’m shorting csco stock and so far I’m winning you id--t @at
@cw orders for Cisco equipment will end up just like half of the datacenter deals you hear about...CANCELLED
think this is hyperbole? Then tell me whatever happened to all of the "Stargate" data centers OpenAI was supposed to build all over the US...here's a hint, they built one halfway with Oracle and Crusoe then bailed
There's no need to protest data centers in your community; chance are they were just announcements to fluff Trump and will never be built
@cw Uranus?
To the id--ts that down-ticked my last post, Cisco in Q3 announced product order increases of 35% year-on-year. Where do you think that comes from??
what happened to IBM stock is coming for CSCO too
the ride back to $65 will probably cost 10k people their jobs
rebranding the usual Switching orders as AI Infra
I’m sure a bit of that goes on, but it’s obvious from your post that you have no idea of the numbers. The ex-lotion in spend is simply stunning.
Let me guess you sold at 48?
Spcx down below ipo price.