Cisco Systems. Every tracked FinTwit mention of $CSCO, newest first. 41 mentions since the first on Sep 22, 2025. See the price chart.
June 2026 · 5 mentions
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…↗
May 2026 · 23 mentions
May 31
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 25
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…↗
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…↗
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…😂↗
— 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…↗
— 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…
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…↗
— 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,…