Cisco Systems. Every tracked FinTwit mention of $CSCO, newest first. 75 mentions since the first on Aug 29, 2025. See the price chart.
July 2026 · 2 mentions
Jul 9
KawzInvests 🦑 — $AEHR just landed a FOLLOW ON production order from its lead silicon photonics customer.
"The order includes Aehr’s turnkey FOX-XP multi-wafer WLBI system configured to test up to…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
June 2026 · 11 mentions
Jun 29
Wayne Liang — I'd say AI in general is at the internet's ~1996 phase, and even earlier for robotics...
> Only now getting public exposure ( $CCXI / $AGLT SPAC just announced)
> Production scali…↗
Jun 17
Gaetano — $CSCO just gave us AI networking bulls a new datapoint...
A single agentic task can generate 450% more network traffic than a human doing the same work.
Roughly 70% of that traff…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 27
Michael | Hypermarkets — In 1999, most companies crashed 91% and only 5 survived.
$AMZN from $113 to $5.51
$CSCO from $80 to $8
$INTC from $76 to $13
$QCOM from $200 to $11
2000 was all hype, 2026 is rea…↗
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 22
Nancy Pelosi Stock Tracker ♟ — Big Buy Alert 🚨
Rep. Maria Salazar (R) just disclosed up to $850,000 of new trades
Buys: $850,000
Sells: $0
Biggest buys include:
- $50,000 of Boeing $BA
- $50,000 of Goldman S…↗
Apr 18
InvestmentGuru — Project Glasswing — AI Just Changed Cybersecurity Forever
Project Glasswing is a major signal shift: AI is no longer just a tool for building software — it’s now actively breaking…↗
Damnang2 — I wrote an analysis piece on $CSCO.
If you are looking for a company that may still be underappreciated in the AI infrastructure era, this article is worth a read.
https://t.co/5C…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Serenity — @CapSimplified Nope, I can see why $CSCO is a good candidate. It’s a pretty small company in comparison.↗
Feb 13
Jeff York, PPT — $CSCO I'm looking for support around the Yearly #pivotpoints (YP). 🎯
The BIGGEST reversals happen at the yearly pivot points. ⏫⏬ https://t.co/0R1SKJ0ggu↗
Feb 11
KaizenInvestor — $CSCO down 2% after a solid Q4 double beat.
Cisco delivered a standout quarter with record revenue of $15.3 billion. The highlight was a massive jump in AI infrastructure orders,…
January 2026 · 4 mentions
Jan 26
James East — @dividendology Now do Microsoft $MSFT or Cisco Systems $CSCO from 2000.↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 4
The AI Investor — An 18.7x return in three years is probably one of the best performances in anyone’s portfolio.
The core thesis has been my conviction in AI. I was more confident than mostas I lev…↗
Jan 1
Serenity — 2026 Newsletter.
Thematic Investments: Evolution, Disruption, and Bottlenecks
1. Soft Robotics - Evolution to $TSLA, $ONDS, Boston Dynamics.
2. SiPh - InP Bottleneck | $AXTI, $…
December 2025 · 3 mentions
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 30
TheValueist — $CSCO Cisco’s Strategic Pivot: AI Infrastructure, Platform Integration Overhaul, and Investment Thesis↗
Dec 29
TheValueist — Four outstanding videos (not simply because I made them) on the implications of disaggregated LLM inference on the various segments of gigawatt-scale GAI compute clusters - DRAM (…↗
November 2025 · 2 mentions
Nov 19
IvanaSPEAR — How to tell a Bubble?
1️⃣ Valuation expansion far exceeds earnings growth
2️⃣ Multiples spike
3️⃣ No one is talking about a bubble
What is going on in Nov?
1️⃣ Liquidity tig…↗
Nov 12
Ben Pouladian — $csco Chuck Robbins basically saying the quiet part out loud: optics scale is the new gold rush.
Hyperscalers want every data center acting like one giant coherent GPU talking ac…↗
October 2025 · 1 mention
Oct 20
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
September 2025 · 1 mention
Sep 22
Kuppy — I remember when $CSCO and $LU lent $ billions to customers who couldn’t afford networking equipment back in 2000. Worked great for them…😂↗
August 2025 · 1 mention
Aug 29
Ben Pouladian — @akramsrazor Cisco should buy Okta. Identity is the control plane of modern security. Splunk + Okta + Duo makes a closed loop: detect → verify → enforce. Neutral to Microsoft, huge…↗
— I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand.
The $LITE CEO said it best: "We are significantly und…
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 10
KawzInvests 🦑 — Where supply vs demand actually stands in optics right now, straight from the latest earnings calls.
$LITE is sold out. Their CEO quantified undershipping demand by more than 30%…↗
Jun 3
TheValueist — $CSCO Cisco’s Strategic Evolution: From Networking Legacy to AI Infrastructure Platform. Investment Thesis.
Cisco is executing a meaningful pivot from legacy networking hardware t…↗
Jun 3
TheValueist — $CSCO all-time high today. Above the dot-com peaks. I feel like it continues to march higher from here. I'm long CSCO 1/21/28 c175.
Club Valueist - get involved. It will be the be…↗
Jun 2
Damnang2 — $CSCO
My small and precious stock...🥹
I recently posted some Cisco related updates I heard from Silicon Valley in the paid subscriber thread on my Substack. I recommend checking…↗
Jun 2
IvanaSPEAR — We are very early in the Agentic Era build-out and it will be much larger than people expect. Here are 3 signs:
1️⃣ Boring stocks are surprising by 10-20% with step changes in or…↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
— Revenge of the 2001 Dot-Com Nerds. They are making the case for 25-year DCFs and terminal values still being a thing.
$NOK $CIEN $CSCO $BB https://t.co/b6m5M1iTyf
Dillon Valdez — $CSCO — Cisco
Revenue was $15.8B, +12.0% YoY, and beat expectations of ~$15.6B by 1.8%. EPS was $1.06 vs $1.03 expected. Stock rose 2.6% on report day and is up 14.7% through toda…↗
May 14
IvanaSPEAR — There is something very different about networking in the Agentic AI Era compared to the Training Era.
It’s just starting to show up in numbers…
$CSCO $NOK $CIEN https://t.co/Ul…↗
May 14
tae kim — Is quadrupling revenue good? $CSCO
Morgan Stanley: "CSCO's improved hyperscaler relationships are paying dividends, expecting AI rev to quadruple Y/Y in FY26. Combined with healt…↗
May 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invita…↗
May 14
TheValueist — $CSCO KEY READ-THROUGHS FROM CISCO SYSTEMS Q3 FY26 EARNINGS CALL
Cisco’s Q3 FY26 call was a high-conviction positive signal for AI infrastructure spending, enterprise network mode…↗
May 14
TheValueist — $CSCO EXECUTIVE CALL SUMMARY: Cisco Systems Inc (05/13/26)
Cisco delivered a materially positive Q3 FY26 call, with the investment debate shifting further from “legacy networking…↗
May 13
TheValueist — $NOK likes this $CSCO call. Up 5% post and above $15.xx https://t.co/REGAQsk3rj↗
May 13
IvanaSPEAR — $CSCO everything you need to know:
Hardware +30%
Software +1%
Orders up 35%
Notes from the call 👇 https://t.co/3lIvOqojuf↗
May 13
tae kim — Lame dotcom bubble takes incoming from the usual suspects! $CSCO https://t.co/qfnWdKAWD7↗
May 13
Damnang2 — I have been talking about $CSCO for the past two to three months.
I may have been one of the first people on X or Substack to seriously discuss $CSCO from this angle.
Now it fina…↗
May 13
Damnang2 — I have been talking about $CSCO for the past two to three months.
I may have been one of the first people on X or Substack to seriously discuss $CSCO from this angle.
Now it fina…↗
May 13
unusual_whales — Cisco, $CSCO, earnings:
- EPS: $1.06, est: $1.04
- Rev: $15.8 billion, est: $15.5 billion↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 11
tae kim — For those of you who weren't born yet, here are two quality stocks (not the no revenue "ten winners of the new world" crap) and how they traded day-to-day during the dot com bubble…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
InvestmentGuru — FIBER / BANDWIDTH: The Nervous System of AI
AI isn’t just built on chips. It moves on bandwidth. Every model update, inference query, and real-time AI decision travels through fib…↗
May 7
InvestmentGuru — $DDOG can bring some momentum in
$SNOW
$ESTC
$MDB
$CSCO
$PLTR↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
— $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 5
Serenity — @AtlasShrug1 It's not greed, it's fundamentals. $AEHR went up in price is because they landed the leader in optical transcivers.
This could be $AVGO, $LITE, $COHR, $MRVL, $CSCO or…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit The part most people miss is $AEHR and $VIAV are the only two names here that do not require you to pick a winner. $AEHR burns every photonic wafer before it ships…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
— Why optics are the new memory ❓
Optical Components matter more than ever: we’re moving from human internet → AI internet
For decades, demand for bandwidth was growing predictabl…
Ray Wang — So if u list out the companies involved in this deal, let's see.... $SNDK/Kioxia, SK Hynix/Solidigm, $CSCO.
NAND/eSSD and networking. Bang. they need DDR4(but hopefully cheaper o…↗
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
Top NeoCloud & AI Compute Plays
High-conviction / public plays:
$CRWV – CoreWeave | Leading GPU cloud, hypersc…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗