Reddit Posts
Nvidia sorta reminds me of Cisco during the dotcom.
Undervalued NASDAQ Stocks To Buy Now - $SVRE $AMZN $INTC $EVGO $CSCO
Please Explain a Newb Why His Options are Down
Cybersecurity Firms to Watch in the Era of Generative AI (CSE: ICS)
Cybersecurity Firms to Watch in the Era of Generative AI (CSE: ICS)
Affordable Nasdaq stocks have the same appeal as any other low-cost stocks.
New Small-cap AI Cybersecurity Firm IPOs Today
Earnings Tomorrow: CSCO & WMT Earnings Moves Recap
NVDA DD/hopium/ramblings/thoughts/prayers/synopsis/bedtime reading
2023-05-01 Wrinkle Brain Plays - In the style of Bob Ross
2023-04-20 Wrinkle Brain Plays - In the style of Dwight Schrute
Sell a put option for minimal return VS letting it expire???
2023-01-30 Wrinkle-brain Plays (Mathematically derived options plays)
$TSLA = $CSCO in 2000 Part II. FSD was developed for Tesla's highly regarded bag holders
What's the appeal of a stock like CSCO? 23% last 5 years?
Expected Moves This Week, SPY, QQQ, Nvidia, Cisco, Walmart and more
2022-10-24 Better Tasting Crayons (Mathematically derived options plays)
Notice a pattern in these trades CSCO DGII RVNC JKHY EQNR CORN SNPS Measured swing pullbacks.
Zoom is struggling to convince consumers to pay, and the stock is sliding
Unusual Options Activity: Big Bullish Trade on Cisco
$TSLA = $CSCO in 2000, Elon is going to file bankruptcy and my favorite Crayola to snack on is purple!
Cisco $CSCO YoLo! I want Moooore..and I need to celebrate by spending a few g’s.
With Earnings Season coming to an end, what are your moves next week for the last few stragglers to report? (WMT, HD, TGT, CSCO, LOW)
Wise to enter credit spreads if earnings are before expiration but intend to BTC before earnings date?
Many of the largest most successful technology companies in the 1980s and 1990s died in the tech crash of 2000-2003 and never really recovered
Google is finally splitting its stock; will Amazon be next, leading to a Dow shakeup?
Puts on $LWLG: hedge fund managed share selling scam on a do-nothing company
Post-Earnings CSCO 100%'er. 11/18-11/22. Could have held another half hour for an additional ~$2.5k but you can't see the right side of the chart until it's become the left. Profits are profits and winners are winners, no greed here!!
If I plan to invest in IoT, should I still add FAANG stocks?
If I plan to invest in IoT, should I still add FAANG stocks?
If you had to pick only 10 stocks to invest in what would they be?
CSCO hasn't declared a dividend yet, what happens if they miss this quarter?
My first Autist YOLO option move. Got distracted. I meant to buy 10, bought a 1000 instead. (CSCO 70 jan 21 calls)
Cisco projects growth of 5% to 7% over next four fiscal years as software sales continue to climb
Does anyone use butterfly's during long LEAPS plays on slow movers?
Which chart would you rather buy CRWD or CSCO; CHWY or WOOF?
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Expected moves this week, SPY, HOOD, earnings from NVDA, CSCO, TGT, HD and more
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Historical Post Earnings Moves MEGA Compilation and Analysis (Q2 Week 6) - $RBLX, $NVDA, $WMT, $HD, $CSCO, $TGT, $LOW and More
Sold Gene Options this week, holding 100k cash. Bought IBM, CSCO, KHC, WBA for 1% div yield target
VIAC and the Parable of Microsoft & IBM
CISCO is primed and ready to MOON. And before you ask, no, I'm not talking about the musical genius who did The Thong Song. CSCO is a sleeping giant in the world of tech stocks, and a number of catalysts are about to make it explode.
Mentions
SpaceX larger market cap than Intel, AMD , PLTR and CSCO? Is that right
[CSCO popped the bubble again](https://x.com/i/status/2039039893276602517)
Great time to kick off, and very impressed with the picks as well. Carry on sir. I might consider MU and AVGO CSCO and FCNTX as well. as others have mentioned, it is still unclear where the bottom is on the Iran war and other news. probably good to get your aquisitions in 1 day at at time just in case there are more drops. I have found by about 30 or so minutes in from market open you can tell the general direction of the market for that day, ie strong red, strong green, or just sort of even keel so it is definitely an advantage to give it a little time before making your purchases vs just tanking with a big lump sum right away. I'd probably take the 18k and slowly vest it in $1,000 increments or so over the next few weeks feeling out the market direction along the way, buy more at the EOD on the super red days which are likely.
>just might take a few lifetimes but why you say this then. bro just go buy $KO, I swear it's a solid business that is likely to continue paying out dividends for a long time, it's also a decent hedge against inflation. companies that pay 3-5% dividends will not take long to go back up (compared to shit like INTC CSCO or actual bankrupted tech companies)
I have no positions on it but genuinely intrigued as to why CSCO is hulking it out through this
CSCO is silently pumping everyday again
$DELL and $CSCO outperforming the market. Trump took us back to 1998
one green ticker on my watchlist and it's...CSCO?
CSCO back to silently pumping everyday like it was for me last year?
CSCO with the steady under the radar climb
NVIDIA (NVDA) is overwhelmingly rated as a Strong Buy by analysts, driven by massive AI-driven data center demand, with consensus suggesting significant upside potential. Most analysts recommend buying, with 12-month price targets averaging over $260, indicating confidence in continued growth despite high valuation. NVIDIA (NVDA) is overwhelmingly rated as a Strong Buy by analysts, driven by massive AI-driven data center demand, with consensus suggesting significant upside potential. Most analysts recommend buying, with 12-month price targets averaging over $260, indicating confidence in continued growth despite high valuation. This is where I'm going. Sold my PLTR, CSCO, MSFT & IBM and put the capital gains (less 20%) plus my original stake into buying more NVDA. I think they will be the rebound leader and by mid-2027 will add to their most valuable corporation by an overwhelming margin over AAPL, GOOG, MSFT & AMZN (2-5).
Sold IBM, MSFT, PLTR, CSCO; put aside what I invested, then put aside 20% to pay the capital gains, and then with my original outlay plus net gain I purchased NVDA. They will be the bellwether stock to rise out of the doldrums and shrug off the Iranian debacle. One of the few stocks that is still getting consistent strong buy signals from over 40 analysts currently following the stock. Many other tech high flyers, while not getting sell/strong sell signals, are getting hold, strong hold, moderate buy, buy recommendations from analysts.
CSCO quietly chugging along
You might want to check CSCO or INTC, those were all the rage in dotcom boom, it took CSCO 26 years to recover and INTC still haven't.
Watching Bloomberg Radio on YouTube, and they are very skeptical of Jensen's $1T projection. And all of it is coming from four hyperscalers. It is looking more and more like the second coming of CSCO.
man, i feel you. it's wild to see how far CSCO has come. the AI stuff and that Nvidia partnership are big deals, so there’s definitely potential for more upside. but yeah, with it dipping under 80, it kinda makes you wonder. i guess it depends on your goals—are you looking for short-term gains or more long-term growth? if you're feeling good about their fundamentals and the direction they’re heading, holding might be the play. but if you’re itching to cash out some profits, maybe sell a bit and keep the rest? just my two cents!
If you held CSCO for 15 years you already did something most investors fail at. The company is not a hyper growth story but it is a reliable cash flow machine with a dividend. It probably will not 10x from here but steady compounding plus reinvested dividends can still do a lot over time.
It might be a problem that I read that as CSGO instead of CSCO
CSCO was "doing something", and just recently recovered to its dotcom high. MSFT took 14 years. QCOM took 19 years. This Reddit narrative that the dotcom bubble only hurt investors who were in highly speculative/no earnings companies is deeply flawed.
You are echoing exactly what pundits have been saying. I have never heard the term "circular financing" before they started applying it to Nvidia. I don't doubt there are some questionable deals happening, debt being issued that might come home to roost, some companies that have no right to their current valuations. Like any boom, there will be winners and losers. But in 2000 that was the norm. Today we have a massive build out supporting a lot of growth in key areas like memory, optics, energy, cooling, and everything else that AI needs. The Internet bubble burst when the build went too far and companies with no business plan were worth hundreds of millions and CSCO had a forward PE over 100. NVDA has a forward PE under 30 with growth in the last quarter over 80%. We may well be in an AI bubble, but in my opinion we are still in the middle stages and not close to it bursting. Of course I may be wrong, and I'll change my thesis as new data appears. For now, I'm not taking money out of stocks due to fear when we are still in a strong bull market. If we are on a phase similar to 1998 instead of 2000 this market may still have a lot more left in the tank.
CSCO stock finally recovers from the dot com bubble bust and now this
Think HPE is a great options play between the averages of SMCI,DELL,CSCO,ANET which largest competitors to HPE and 80% of market segment theyre in between Networking and Ai infrastructure the move looks like it should be around 8% Adding 100 calls HPE open. propbably in 21.5 range. Expected stock price after this blood fed night expecting open around 20.5 and after earnings 22.2
CSCO -1991 : thought the whole internet thing looked promising. Rode it to the bottom and still own about 90%.
We would likely see it in the mag7 earnings guidance before seeing it reflected in the market. As long as the mag7 are printing money, your assumption is a long shot. With the exception of NVDA, the others like aapl, Amzn, meta, and MSFT are not going to major earnings contraction if AI doesn’t live up to its hype. Their core business will continue. This isn’t CSCO losing business because the internet bubble popped.
IBM, CSCO, MSFT in 1996, still holding. should have sold that CSCO when it topped out, but I was young and foolish. I did hold most of the MSFT which i got for between 24 and 40 bucks a share. I was working in Tech so learned about CSCO from the network guys. They said buy as much as you can.
CSCO from 1992. Had no idea about stocks but worked in the industry and saw what was happening. Sold half each time it doubled but still have a sizable position.
Some of the best moves in the market can be from luck. I built my family our dream house in early 2000. Sold half my CSCO shares to buy the house outright.
I still remember my brother in law saying this same thing almost verbatim about CSCO in 2000. It recently reached and surpassed its all time high, 26 years later.
CSCO was the darling of the market until the earnings report where no forward guidance was given and restated by CEO John Chambers.
CSCO didn't have 5 main customers who can't spend much more than they already are. That multiple doesn't do a good job of comparing risks here.
NVDA's forward PE is under 17. CSCO's forward PE in March 2000 was 131. [https://finviz.com/map.ashx?t=sec&st=fpe](https://finviz.com/map.ashx?t=sec&st=fpe) [https://www.google.com/search?q=csco+forward+pe+before+the+dotcom+crash](https://www.google.com/search?q=csco+forward+pe+before+the+dotcom+crash)
feel like ive seen this post 100 times over the past 4 years the people being cautious have been wrong every time doesn't mean anything now but just funny how so many people are still confident this is CSCO after being wrong time and time again
> Michael Burry warns that Nvidia $NVDA earnings report reminds him of Cisco $CSCO at the peak of the Dot Com Bubble 🚨🚨🚨 CSCO was famous for having $70B quarters and 70% growth lmao
If NVDA was trading at the same valuation as CSCO in 1999, NVDA would be almost $2,000/share
I did this same comparison about 6 months ago and came to the opposite conclusion of Burry: NVDA is in a way better spot than CSCO ever was. Cisco had like $4b in revenue but $2.6b out in loans to their own customers. Cisco had to do this to create growth that was otherwise unobtainable in the near term. Nvidia does $70b in revenue *a quarter* and takes cold hard cash from the many customers lining up to throw money at them. Nvidia can’t even sell to all the customers it wants to, nor meet their demand. So yea, this time is different. And it looks a lot better.
Yeah, the quarter after the dotcom bubble burst, CSCO reported 55% earnings growth.
Everyone misses the point that caused the dot com crash. The S&P 500 was overly concentrated in a few stocks. It wasn't pets dot com and the other internet crap stocks. In 2000 the 10 largest stocks made up 23.2% of the S&P 500 market cap. Today the top 10 stocks make up 40.7% of S&P market cap. Does that sound familiar? Why is reddit daily stock chat sound like we are in a major bear market or market correction when we are maybe 1-2% from ATH's in the $SPY? 1. $MSFT. 2. $GE, 3.$CSCO, 4. $WMT, 5. $INTC, 6. $PFE. That was your top 6 stocks by market cap in Jan 2000. None of the crappy, non profitable internet stocks were atop the S&P. And now the market concentration is 2x of Jan 2000.
I can remember in '99 or 2000 reading that CSCO was very plausibly looking like it might be the first $1 trillion dollar company, and Steve Jobs was begging Bill Gates for a handout to save Apple from bankruptcy. How the turn tables!
Yep. Could be like in 2000 when everyone knew CSCO was infallable.
Ha. I owned CSCO in the late ‘90s. It was a dreamboat at the time, before March 2000 crash. At the time never expected it to tank so hard and take so many years to recover.
I like how you're not just comparing the hyperscalers to CSCO which I see a lot. CSCO was 100 P/E at peak, not very diversified, and mathematically impossible to meet its valuations, whereas MSFT is very diversified, 35 P/E, and will be huge stretch to hit valuations but not impossible. and the market is already punishing MSFT for the risks taken vs continuing to drive it up further. Betting against the highly levered/non-diversified firms first makes sense but NVIDIA's scale makes even a slight correction more impactful on the market. The one caveat I'd suggest is that although you might not love the base models now it doesn't mean they can't be redone in the future (and eventually even fix themselves at a cheaper and cheaper rate). things are progressing so fast that a few years from now there could be a much better way.
I have Bipolar I am BULLISH on NETWORKING infrastructure HPE CSCO ANET SMCI.. but I'm also bullish on PUTS on SPY because our US gov are fkn wusses and making us Americans look like clowns SMH.
I swear you kids these days have no fucking patience. I've been holding CSCO shares for like 25 years now and I'm only up 10%
They had some earnings, not earnings power. They are comparing CSCO's p/e of 196 in 2000 to MSFT's current p/e of 25, META's current p/e of 27, and NVDA's current p/e of 46. To me, that's the difference. There were no earnings power back then like there is today. MSFT and META are not going to see a -25% revenue drop if AI doesn't go well like how CSCO's revenue dropped from its top in 1999 to the lows in 2000. That means NVDA's revenue isn't going to suddenly drop 25% because MSFT and META will continue to power NVDA's revenue until they feel like they finally want to stop. CSCO didn't have that same revenue stream. Once everyone found out that tech back then was 1000x Pets.com with no earnings, CSCO's revenue stream crashed. MSFT and META can afford to waste $200B this year without worrying, because they'll have $200B by next year. Now, for those buying OKLO and SMR or crypto turned AI data center like IREN, it should be fun to watch.
A company can survive and its stock performance still be very, very poor. It took over a decade for the big tech stocks to recover from the dotcom bubble. CSCO took 25 *years*.
The parallels are surface-level at best. In the 1920s people bought stocks on 10:1 margin with zero regulation and companies published fake financials. We have FDIC, circuit breakers, and the Fed can print its way out of a liquidity crisis now (for better or worse). The better comparison is probably the late 90s – new tech everyone's convinced will change the world (it did), but valuations pricing in 10 years of growth in 2 years. CSCO traded at 150x earnings in 2000 and took 25 years to recover. NVDA at 50x right now isn't quite that insane but it's in the neighborhood. As for where to hide – I've been slowly building cash and adding to boring stuff trading at reasonable multiples. If you're worried about a crash, the answer isn't gold or btc, it's having dry powder ready when everything goes on sale.
https://totalrealreturns.com/s/CSCO
Huh. I guess my CSCO sell filled at 77.25 at the bell. Will buy it back next week.
which one of you brilliant regards said to scalp some CSCO 0DTEs
And just like that, I'm green on every single lot of CSCO I have.
CSCO break and hold 77 already
That CSCO selloff was so obviously fucking horseshit.
CSCO 77c today, guaranteed to hit
CSCO pure recovery scalp play after the bloodbath yesterday
CSCO pure recovery scalp play after the bloodbath yesterday. 77c expiring today
CSCO pure recovery scalp play after the bloodbath yesterday. Still room to run
CSCO pure recovery scalp play after the bloodbath yesterday
CSCO 77c expiring today for dirt cheap. Miracles do happen
Market is insane for not buying CSCO right now
Fuck, I didn't quite catch the CSCO bottom.
Spy $705c for today: 🍳 😵 CSCO $74 for today: 🤔 🙏
I wish but I’m not so sure. I got destroyed by CSCO and AAPL drop
I consider MSFT and CSCO as boomer stocks🙄
Ya can't please these greedy Wallstree fuckers. Cisco stock falls after 2026 guidance disappoints >Cisco ([CSCO](https://finance.yahoo.com/quote/CSCO)) stock fell 5% after the networking company issued guidance below Wall Street forecasts. >For the full year, Cisco raised its guidance for earnings per share to $3.00 to $3.08 on revenue of $61.2 billion to $61.7 billion. However, the Street was looking for earnings guidance of $3.12 on revenue of $62.1 billion.
Break 75 you dirty CSCO slut.
These sell offs are stupid, like how do you explain CSCO sell off?
CSCO just casually trolled some 90s kids why their parents killed themselves when they were young.
Loaded my profits from CSCO puts into spy calls 🤣🤣 Make it stop
CSCO down 11% ASTS down 14%
Paper handed my CSCO puts for a mere 440% when it’s at 680% now
bitches lost they minds on CSCO.
Is ANET taking market share from CSCO?
Yea, that came after CSCO mentioned increased costs from higher memory chip prices. That's music to MU, SNDK, STX, and WDC's ears.
#Why is CSCO down? Did they finally increase the price of those $1.5 hot dogs? LMAO🤌
Buy the “dip” for CSCO or for RDDT?
I can’t be sure but CSCO beat earnings by some clear margins and have good potential. Amazon also has a huge Capex
I can’t be sure but CSCO beat earnings by some clear margins and have good potential. Amazon also has a huge Capex
Congratulations to all the CSCO diamond hand apes for holding for 26 years
CSCO will pump tomorrow I hope
Well CSCO did not play out well, any chance NBIS pulls a VRT?
Buy the “dip” for CSCO or for RDDT?
\>CSCO beat and raise \>down 8% ok
🎶The CSCO kid was a friend of mine…🎶