August 14, 2025 at 3:10 PM
CSCO +14% a/h
1999 called.
1999 called.
May 13, 2026 at 8:17 PM
CSCO +14% a/h
1999 called.
1999 called.
$CSCO first record close this century
+60% from its March 2000 high if you include dividends
+60% from its March 2000 high if you include dividends
December 10, 2025 at 9:03 PM
$CSCO first record close this century
+60% from its March 2000 high if you include dividends
+60% from its March 2000 high if you include dividends
“.. Year-to-date orders from hyperscalers have already exceeded the $5 billion target Cisco had set for all of fiscal 2026, with a full quarter left to go ..”
@wsj.com #$CSCO
www.wsj.com/business/ear...
@wsj.com #$CSCO
www.wsj.com/business/ear...
May 13, 2026 at 10:56 PM
“.. Year-to-date orders from hyperscalers have already exceeded the $5 billion target Cisco had set for all of fiscal 2026, with a full quarter left to go ..”
@wsj.com #$CSCO
www.wsj.com/business/ear...
@wsj.com #$CSCO
www.wsj.com/business/ear...
Maybe $ORCL is like today's $CSCO from the 90s... not $NVDA
November 27, 2025 at 1:36 PM
Maybe $ORCL is like today's $CSCO from the 90s... not $NVDA
February 13, 2026 at 1:09 PM
CSCO HP INTC
The market is littered with former fan faves that become ordinary
The market is littered with former fan faves that become ordinary
March 18, 2025 at 7:40 PM
CSCO HP INTC
The market is littered with former fan faves that become ordinary
The market is littered with former fan faves that become ordinary
So just like $CSCO 1999. Got it.
September 10, 2025 at 12:15 PM
So just like $CSCO 1999. Got it.
“A sizable rotation” out of momentum/growth/ tech, says Vital Knowledge, after “red flags were flown over the past few days.”
1. $CRWV earnings
2. $CSCO guidance
3. $AMAT guidance
4. Citron, on $PLTR
5. $META AI restructuring
1. $CRWV earnings
2. $CSCO guidance
3. $AMAT guidance
4. Citron, on $PLTR
5. $META AI restructuring
August 19, 2025 at 5:36 PM
“A sizable rotation” out of momentum/growth/ tech, says Vital Knowledge, after “red flags were flown over the past few days.”
1. $CRWV earnings
2. $CSCO guidance
3. $AMAT guidance
4. Citron, on $PLTR
5. $META AI restructuring
1. $CRWV earnings
2. $CSCO guidance
3. $AMAT guidance
4. Citron, on $PLTR
5. $META AI restructuring
Nvidia $NVDA is just like Cisco $CSCO during the Dot Com Bubble, warns Big Short Investor turned Substack writer Michael Burry 🚨🚨
November 30, 2025 at 2:26 AM
Nvidia $NVDA is just like Cisco $CSCO during the Dot Com Bubble, warns Big Short Investor turned Substack writer Michael Burry 🚨🚨
$CSCO close to its 2000 peak
November 13, 2025 at 3:09 PM
$CSCO close to its 2000 peak
$CSCO down 8 straight longest losing streak in 8 years (no I don't know why)
January 8, 2026 at 9:03 PM
$CSCO down 8 straight longest losing streak in 8 years (no I don't know why)
#2 Bsky ceo Jay asking people not to use skeets, bsky saw this is a personal challenge.
November 16, 2024 at 6:35 PM
My recollection was when CSCO took their eps and/or revenue down. Think it was circa December 2000.
A question, when did people realise that the dot com bubble had actually peaked?
Just looking at the old NASDAQ chart.
I can - and suppose will - look back through old FT and Economist stories.
But there must be some people on this site who remember it?
Just looking at the old NASDAQ chart.
I can - and suppose will - look back through old FT and Economist stories.
But there must be some people on this site who remember it?
November 18, 2025 at 12:31 PM
My recollection was when CSCO took their eps and/or revenue down. Think it was circa December 2000.
NOK, CSCO, DELL, INTC and the knicks. the last time all 5 did this 1999
static.klipy.com
May 26, 2026 at 2:16 PM
NOK, CSCO, DELL, INTC and the knicks. the last time all 5 did this 1999
$CSCO +12% AH
May 13, 2026 at 8:14 PM
$CSCO +12% AH
$CSCO
🚨 Cisco (CSCO) Earnings Live: Beat or Bust This Quarter?
LIVE Now on YouTube
www.youtube.com/watch?v=YCy6...
#CSCO #Cisco #MartynLucasInvestor
🚨 Cisco (CSCO) Earnings Live: Beat or Bust This Quarter?
LIVE Now on YouTube
www.youtube.com/watch?v=YCy6...
#CSCO #Cisco #MartynLucasInvestor
🚨 Cisco (CSCO) Earnings Live: Beat or Bust This Quarter? | Martyn Lucas Investor
YouTube video by Martyn Lucas Investor
www.youtube.com
August 13, 2025 at 7:29 PM
$CSCO
🚨 Cisco (CSCO) Earnings Live: Beat or Bust This Quarter?
LIVE Now on YouTube
www.youtube.com/watch?v=YCy6...
#CSCO #Cisco #MartynLucasInvestor
🚨 Cisco (CSCO) Earnings Live: Beat or Bust This Quarter?
LIVE Now on YouTube
www.youtube.com/watch?v=YCy6...
#CSCO #Cisco #MartynLucasInvestor
That implied revenue decel at #$CSCO is getting some notice today, as HSBC cuts to Hold:
".. we see better value elsewhere, and as we see growth sequentially decelerating from 2QFY27e onwards, we believe the valuation multiple could come under pressure. ..
".. we see better value elsewhere, and as we see growth sequentially decelerating from 2QFY27e onwards, we believe the valuation multiple could come under pressure. ..
August 14, 2026 at 12:27 PM
That implied revenue decel at #$CSCO is getting some notice today, as HSBC cuts to Hold:
".. we see better value elsewhere, and as we see growth sequentially decelerating from 2QFY27e onwards, we believe the valuation multiple could come under pressure. ..
".. we see better value elsewhere, and as we see growth sequentially decelerating from 2QFY27e onwards, we believe the valuation multiple could come under pressure. ..
the year is 2050 and $NVDA gets back to level it was trading 25 years ago
oops I mean $CSCO and 2000
oops I mean $CSCO and 2000
February 13, 2025 at 2:07 PM
the year is 2050 and $NVDA gets back to level it was trading 25 years ago
oops I mean $CSCO and 2000
oops I mean $CSCO and 2000
Stuff like malware are made in a way to purposefully deceive and look clean.
CSCO was made with a compromised Source branch/ version, known to be exploitable by malicious 3rd parties.
CSCO was made with a compromised Source branch/ version, known to be exploitable by malicious 3rd parties.
February 12, 2025 at 6:59 PM
Stuff like malware are made in a way to purposefully deceive and look clean.
CSCO was made with a compromised Source branch/ version, known to be exploitable by malicious 3rd parties.
CSCO was made with a compromised Source branch/ version, known to be exploitable by malicious 3rd parties.
$NVDA y $CSCO (allá por 2000) no son paralelos: $CSCO tenía un libro de pedidos de +70% hacia 2001 y terminó en -30%, mientras que $NVDA tiene un libro de +100% pero financió buena parte, y esos chips son la garantía: si cae la demanda, cae el valor de la garantía.
September 27, 2026 at 1:40 AM
$NVDA y $CSCO (allá por 2000) no son paralelos: $CSCO tenía un libro de pedidos de +70% hacia 2001 y terminó en -30%, mientras que $NVDA tiene un libro de +100% pero financió buena parte, y esos chips son la garantía: si cae la demanda, cae el valor de la garantía.