CSCO
Cisco Systems, Inc. Common Stock (DE)
stock NASDAQ

Yeah CSCO is one of those “looks boring until it suddenly compounds again” names.
They’ve basically turned into a slow cash machine over the years, buybacks + dividend discipline doing most of the work rather than growth hype.
That said, it does go through long stretches where it just chops sideways, so patience is doing a lot of heavy lifting here.
I’ve seen people pair names like this with index + just use tools like Runable or Notion to track income instead of overtrading it. Not perfect system but it keeps you from messing with solid long-term holds.

Very late to the party!!!! Yeah I’m thinking I will heavily weight my deposits into the ETFs / NVDA / CSCO and just keep the other two more volatile ones for smaller amounts to play around with a bit? Does it make sense to have NVDA shares separate to VUAG? I saw some other people commenting about that on here but not sure.

CSCO jumped 15% after earnings, and it got me thinking about where the actual AI trade is showing up.
Most people still default to the obvious names when they think AI, but I keep wondering if the quieter winners are the ones powering everything underneath it, networking, servers, and enterprise infrastructure.
Every wave of AI spending doesn’t just mean better models. It also means way more data moving around, heavier compute loads, and constant strain on the systems connecting it all. That’s where names like Cisco Systems, Arista Networks, and Dell Tech start to look more interesting than they used to.
What stood out with Cisco wasn’t just the move itself, but the reminder that AI demand is already flowing into the plumbing” layer of the market.
I’ve been using get claw onbitget to track similar moves and earnings trends, and this made me shift a bit more attention toward infrastructure rather than only the software side of AI.
Curious how others are thinking about it, as rn the stock im watching is csco

Ditto with INTC.
That's a long wait to break even!
Both INTC and CSCO were making real money during the dotcom era. It is indeed a cautionary tale.

CSCO is like the only thing green today… pile on

AUR, CSCO. Trust me

Those are the "sky is falling" set who listen to the always negative thoughts by certain guests on CNBC.
My only regret was not buying more AMD, MRVL, NVDA, AMAT, CSCO, PANW, GOOG, AMZN, ORCL in April 2025 during Trump's tariff fiasco. Much to my surprise, the major tech companies for the most part have shrugged off his ridiculous Iranian debacle. I really thought the markets would take a hit when it started in March. Glad I didn't panic and sell.
Funny, I didn't panic and sell in 2008, yet I probably sold off too much in 2020. Thankfully I kept AAPL, QQQ, JNJ; but I regret getting rid of CAT & MCD.

CSCO still a great buy here

Not really - current open position tickers are NVDA, AMAT, SNDK, ASTS, RKLB, FIG, CSCO, and MU
Most of them I just keep price points in mind. For example today, I want:
NVDA <235, AMAT>=450, SNDK higher, ASTS lower, RKLB lower, FIG <=26, CSCO <=120 and MU is long term play
You think I'm bad? go check u/iamcompnerd and see how many tickers he plays at a time. Mr Comp nerd you should post a screenshot of the amount of options plays you have open right now lol

CSCO. Look at its historical chart. Nuff said. Took several decades and another tech revolution to get them back to par value.

CSCO and AMAT earnings not impressive given TSM saying TAM $1.5 trillion - no one lists backlog over how many years!

'Networking supercycle' is a phrase that was invented specifically to make enterprise hardware sound exciting. That said, CSCO's numbers actually backed it up this quarter - AI data center buildout means someone has to sell the switches and routers connecting all those GPUs together, and Cisco is basically the plumber of the internet. Nobody glamorizes plumbers until the pipes burst. CSCO quietly winning while everyone argues about NVDA is peak boring stock behavior.

In my view, the possibility of AI being a bubble is a combination of at least three things: common technology hype (Gartner Hype Index), the interwoven aspect of the various AI suppliers which feels similar to the 2008 financial crisis, and the cost/energy hog aspect of data centers which could lead to competition with other aspects of civilization that need energy (food, water, transportation, manufacturing, household electricity, etc.).
Comparing 2026 to the late '90's dotcom, we also currently have a mix of profitable established players (NVDA, MSFT, GOOG, etc.) and upstarts that are not yet profitable (Open AI, Anthropic). The dotcom boom had a similar mix of profitable companies (INTC, CSCO, MSFT, etc.) and losers (Pets.com, CMGI, WorldCom),

Nice! I can’t talk bad about it at all man, I do 0DTE’s all the time too. I do dabble with AAPL and NVDA too, and sometimes TSLA. Made some good money off of NVDA and TSLA this week. And CSCO lottos for earnings.

PE is much lower this time around…you can make the dot.com analogy with some of these stocks but not CSCO.

So confused.. what is that color this morning… red because China says yes to buying our oil and planes? BA should be flying high.. all the oil companies should be green.. my 110 CSCO calls should be double because of AI… fuck this Friday. I am going back to bed.

CSCO jumped about 15% after earnings, which got me thinking about where the real AI opportunity actually is.
Most investors are still keyeing into the obvious AI names, but some of the bigger winners might end up being the companies building the backbone of all this, networking, servers, and enterprise infrastructure.
If AI spending keeps rising, it’s not just about software getting smarter. It also means more data moving around, heavier workloads, and much more demand on the systems holding everything together. That’s whre names like Cisco Systems, Arista Networks, and Dell Technologies could quietly benefit more than people expect...
I’ve been using getclaw viabitget to track sector moves and earnings trends, and this Cisco move made me look a bit deeper at the infrastructure side of AI rather than just the software layer.
So my question is: are AI infrastructure stocks still being underestimated, or has most of that already been priced in?

CSCO bagholders had to breakeven and now it's joever

This chart comparison is totally off base. Let’s look at 5 year returns. From mid April 1995 to mid March 2000 (the beginning of the dot com crash). The stock price of CSCO went from $2.17 to a March 2000 high of $82. That’s a gain of nearly $80 or a percentage gain of 3,586%.
Over the last 5 years through 5-14-26 CSCO stock has increased 118%. CSCO is relatively cheap in comparison to other AI hardware plays and has a lot of potential for future gains.

Just a thought. You have done exceedingly well with your picks in the tech space. How about a bit of diversification. Maybe utilities, energy, banks? Something absolutely a 100% away. Then all your new money can go back into tech but if anything happens you have built a moat around your gains so far.
I had scores of Cisco clients in 1999/2000. Every one of them was certain CSCO would be at $100 by the fall of 2000. It finally hit $100 earlier this week some 26 years after their certainty that it would hit that number within 6 months. One of my clients was at the Director Level. A position just above Sr VP and just below Exec VP. At the time he was and had been for several years been granted 50,000 options every quarter. And each quarter the 3-year-old options would exercise. I was at his house one evening along with his broker and the next day was option exercise day. His instructions were to use money from his account to pay the taxes and to sell all 50,000 shares and to reinvest it into anything except for tech. 3 months later the bottom fell out of tech and he left CSCO but opened a VC firm and has been there happily and wealthy since. It never hurts to take some profit and diversify away from a very concentrated position.