CSCO

ConsciousStreet-0866

So CSCO's valuation invalidates my entire point?

PopoDontKnow

CSCO, a cyclical infrastructure play, traded at 200x earnings at the peak. That's like MU trading at $30,000+. And sure it fell 80% but that still above MUs valuation today.

ffo_kcuf_og

Even CSCO recovered. Its just time. “On a long enough timeline the survival rate drops to zero”

ConsciousStreet-0866

Yeah plenty of such analyses were written back in the dotcom days about INTC and CSCO - two of the most prominent companies that were fueling that revolution. Both of these companies fell so hard in the bust that it took them 25+ years to regain their previous peaks. And then there was SUNW (Sun Microsystems) - another darling stock of the Wall Street during the bubble. It got butchered so bad that could not even survive. Many years later Oracle bought whatever was left of it for pennies on the dollar. All of this happened while the dotcom still revolution still succeeded, but without many of the companies that were thought to be the most essential players. Long story short, during bubble busts anything is possible. At the end of the day, one has to learn to manage risk rather than giving a lot of weight to any bullish case.

baller1able

MU 1yr chart eerily mirrors CSCO 2000s chart 😭

AeneasKurtz

"They'll be back" like they were back from the lows of March to the peaks of last year or "they'll be back" like $CSCO went back to 1999 levels in 2021?

Inglourious-Ape

Thanks, just went all in on CSCO

Spac55

$IBM market cap now 200 Billion. What a bargain Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI & Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo drama last 2 days Fact check, IBM numbers not bad https://preview.redd.it/d0sikzjtufdh1.png?width=788&format=png&auto=webp&s=de73b982d663586500a82e8e87cd914d34495966

Midpoint60

hmmm -- MU, AMAT, DELL, CSCO, GEV I think this part of my port has explosive diarrhea.

JarrodH991

Why is CSCO so down today?

Zipski577

What about DELL, HPE, and CSCO that all went up like 20-40% after reporting strong earnings, which was more than they like 10 year returns prior to the reports

Vast_Cricket

Unsure if other software companies are feeling the pinch. Adbe is down -4.3% also. CSCO ditto.

Spac55

$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI \& Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo Scam IBM today

araiyan4

CSCO?

Thisispaartaaa

Market Cap of Dot Com era companies GOOG-4.3T MSFT-2.83T ORCL-398B CSCO-443B I could do this all day. People talk about the dot com "bubble" like every company failed....this is what happens in an industrial revolution....look at vehicles...that was the "dot com" bubble of that day. Tons of companies went tits up, but the ones that survived, thrived.

ZYHUA

* **CSCO ATH after 26 years.** * **CAPE near 40 again.** * **Buffett Indicator: 219%.** * **Margin debt: $1.42T.** * **Top 10 = 36% of S&P.** * **Diversification is AI beta.** * **AI capex +74% YoY.** * **$45B per data-center GW.** * **Semis had “best quarter ever.”** * **+1,800% profit, stock down.**

NorCalAthlete

PLTR GME CSCO then 4 and 5 are NVDA, RKLB Rest of the top 10 are GOOG, AMD, TSLA, ASTS, AAPL ETFs are the bulk though. Those are just the top individual holdings.

Mail_Order_Lutefisk

Same with Intel. I remember the day it 75 in 2000. Took 25 years to get back. My stepdad put $100k in Janus 20 in the late 1900’s. Remember that? It was CSCO, INTC, JDSU, LU… I’m not sure how it fared because I think they closed the fund decades ago. 

Sufficient_Habit5091

https://www.the-independent.com/tech/ford-ai-automation-human-workers-b3003787.html >‘We didn’t pay as much attention as we should have to the experience of our most knowledgeable engineers,’ says automaker >Ford has admitted to rehiring hundreds of human workers after its aggressive AI adoption strategy backfired. >The US automaker hired over 350 veteran engineers, referred to internally as “gray beards”, over the past three years in order to address mistakes made by automated systems. >“We had been relying more and more on automated quality systems and not getting the desired results,” said Kumar Galhotra, Ford’s chief operating officer. When will AI bros admit this is an incredibly dangerous bubble, trillions are the world's precious resources are being lit on fire at best. At worst a dehumanization and devaluation of what humans bring to the table? When will Fed stop printing money and do what needs to done? Slow down the fever and waste. Find the TRUE winners and losers, who is AskJeeves and CSCO. Put down guardrails, find out what works vs. doesn't. Until then, do the smart thing. Load up on international ex USA or even follow my home boy u/drew-gen-x and diversify a bit in gold away from dollars. If your plan allows, don't let your 401k buy SPCX, OpenAI and all this worthless shit.

JarrodH991

wtf cause CSCO to drop like 5% only at the end of market hours

JarrodH991

wtf is going on with CSCO

ChewbaccaIsBear

it's in the fucking article... QNT is one of the possible ones, NVDA, CSCO, XNDU are also possible ones

tika_dengu

doubt micron would want to be tainted by those losers, i think they’ll fade into the background like CSCO

Sufficient_Habit5091

u/Much_Candle_942 >WTF is this?? We're really in 1998.. I just don't know which month! https://group.softbank/en/ir/investors/shareholders/2026 (See video, especially the Goose 🪿 part at 57 minutes) >https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf There's a ton of similarities. AI will be great... eventually but unbelievable amounts of money is being burned on losers. It's going to take way longer than the hypers and snake oil salesmen are promising. We need a real correction to find out who is AskJeeves and CSCO. Pit down safeguards, slow down, find out what's really working and isn't. Here's the HUGE big difference with 1998. Fed was aggressively trying to slow down the "Irrational Exuberance" of Dotcom. This time Fed is aggressively printing money and fabricating dollars to buy up financial assets. Juicing markets higher. As long as that's true, being full bear is a fool's errand.

Sunkettle

We don't know which stocks will make it out of this bloodbath alive. What I do know is that I pray to God I'm not invested in a stock that becomes the next CSCO 💀

vermilli21

What year are we in that IBM, INTC, and CSCO are up

HeyYoChill

MSFT had a 56% EBITDA margin in 2000, and still got hit for >50% in the drawdown. And didn't make a new high for like 12? years. CSCO 32% EBITDA margin, -80% drawdown. Didn't make a new high for 20 years. INTC 48% EBITDA margin, -75% drawdown. New high >20 years. List goes on. Pick your tech company that was great at the time. Profitability doesn't save you.

Sufficient_Habit5091

Alan Greenspan dies at 100. He believed: * Fed had a responsibility to prevent bubbles and "Irrational Exuberance" from getting too large. You need time to figure out who is AskJeeves and CSCO before wasting and diverting too much capital. * Quantitative Easing was a good emergency tool but was overused beyond crisis. * Persistent balance sheet expansion would successfully inflate asset prices, but leave the real economy stagnant. RIP a real Fed chair.

JarrodH991

CSCO the biggest shit stock on the market

Sufficient_Habit5091

Why do you think I'm so worried. They've brainwashed everyone into believing: * All corrections are evil. * Inflation is magical and amazing. * Asset prices should only go up. * There should never be risk of debt or anything going bad. * The lesson from Dotcom was that AskJeeves should never have been a loser. CSCO was undervalued.

JarrodH991

Why is CSCO behaving like trash

JarrodH991

Explain CSCO please

JarrodH991

What is with CSCO behaving like a shit stock

JarrodH991

Everything Up but CSCO being a piece of trash

D74248

Ok. CSCO, though I think that is generous.

thewimsey

> but there are too many similarities. There are *zero* similarities. CSCO went public in 1990 and was a massively successful company for 10 years. It was very profitible and had good revenue growth every year. (It is still profitable with billions in revenue every year). It's problem was that people bid up the stock price too much based on unrealistic expecatations that the growth in the buildout of the internet that had happened from 1990-2000 would continue at that pace. SPCX is IPO'ing *today*. It hasn't been public for 10 years and it's not profitable. >That is why I believe we are not watching the birth of the best investment opportunity of the decade. I don't think we are either, although I've been known to be wrong. But I just don't think it is anything like CSCO.

Sufficient_Habit5091

I don't disagree there are many late cycle warning signs. But that won't necessarily stop Fed from feeding the frenzy and lighting gas on the fire. Taking the market to ever higher highs. I am in the camp slow downs are actually healthy occasionally. We need to see who is Ask Jeeves. Is CSCO overvalued, etc. Put down safeguards and find true winners and losers. So I hope Fed doesn't keep juicing. But who knows.

_3470

what photonic stocks you got? I’m in COHR, LITE, CIEN, NOK, MRVL, and CSCO.

Beginning-Fig-9089

AVGO walked, so CSCO could crawl

SoCallMeDeaconBlues1

>Few people here were around for the dot com burst It was the best of times, it was the worst of times. Yeah I was there. The dotcom bubble was very different from whatever this AI arms race going on today is. Money got thrown at anything if you just said "internet" or one of the other buzzwords on your prospectus or pitch. The valley was an interesting place to be back then! The infrastructure buildout during that dotcom bubble was real; look at CSCO, HP, Dell, MSFT, etc etc today. The reason the dotcom bubble burst can eventually be traced back to stupid money being thrown at stupid things with no real-world products even being offered, just hopium. That's not the case here (of course there's always shysters out there). Barring Taiwan and South Korea falling into the ocean, this round of musical chairs isn't ending soon. I think the biggest headwind is energy related, not the circle jerk going on with the big money rotating hands between the software/applications guys and the hardware guys.

Crackbot420-69

I didn’t completely understand this, because the numbers seem incorrect. So i asked AI for Cisco’s figures back then and it claimed their trailing pe was 150, the 1 year projected was 100x and their 3 year was 50x. Then I stuck this in and it said it was a “brilliant, sobering and mathematically profound statement”, completely ignoring that the numbers it gave me before don’t match at all. All I ended up figuring out in the end was that CSCO hasn’t hit in 26 years and that means its due. All in calls Monday morning.

Top-Meaning2626

All we need is CSCO TO DO A $100B ATM OFFERING

BIGpoppaPUMP42069

85% HPE CSCO and LGN go brrrrrrrrrr

DowntownChildhood648

CSCO pressing hard to not move more than 130.

Top_Statistician5590

WELL THIS WAS FUN, CSCO PRINTED, LOST IT CHASING SPY TO 750, NVDA GHEY AT EARNINGS.... was in the hole....not a glorious one....DELL PRINTED,.. TOOK My money out, tried to run it back with DG, GOT shit on, but didnt full port, tried to AVGO run, clearly that wasnt good, at open tommorrow i expect the account of what i left in from the dell lotto to be gone, in a 30 day return stand point i came out ahead.... but now its time to put my apron back on a turn the fryer on.......right after i full port this 17K payday loan on a lulu put

Top_Statistician5590

WELL THIS WAS FUN, CSCO PRINTED, LOST IT CHASING SPY TO 750, NVDA GHEY AT EARNINGS.... was in the hole....not a glorious one....DELL PRINTED,.. TOOK My money out, tried to run it back with DG, GOT shit on, but didnt full port, tried to AVGO run, clearly that wasnt good, at open tommorrow i expect the account of what i left in from the dell lotto to be gone, in a 30 day return stand point i came out ahead.... but now its time to put my apron back on a turn the fryer on.......right after i full port this 17K payday loan on a lulu put

MaleCowShitDetector

Yea, CSCO was also a company deemed to big to fail. Took more than 10Y to breakeven

TomatoSpecialist6879

Yeah there's no better alternative unless the company got pissed enough to say fuck it and just develop one in-house, it's just not worth the effort nor budget unless you're going to also try and sell it as a product like what CSCO, NOK, and several other tech company does. I do heard that a lot of tech companies are moving from Jira to Service Now because the latter offer pay-as-you-go model for some of their services, it's why Jira's parent company Atlassian's stock has been eating shit for months now.

StonkGoUp

Why has CSCO been going crazy the past year?

SuggestionWinter3788

Someday CSCO will get its place on leaderboard here.

hauntedMammoth

A lot of stocks went up 40 percent past month. What stocks u think gonna do that this month? I think BB, MRVL, maybe AVGO, CSCO? ARM maybe as well?

luis-barata

The 76 percent forward EPS growth assumption is doing a lot of heavy lifting here. Multiple expansion on top of already aggressive earnings forecasts is the late-cycle signal worth respecting. The bull thesis says consensus still underestimates MI300/MI325 ramp and inference share gains from Nvidia, so 76 percent revises higher. The bear read is that you're paying for AI execution risk twice, through the demanding growth assumption baked into consensus and again through multiple expansion on top. The CSCO vs NVDA comparison is actually instructive in the opposite direction the deck implies, CSCO had a real product story too, the bubble was about how far ahead of itself price got. Where AMD lands depends entirely on the next two quarters of data center revenue prints.

ltdjaked

CSCO

WordsHappenedHere

CSCO printing

ten7four

Honestly I don't care if BB goes up or down, I'm laughing at the absurdity of it. It was just a joke comment and the guy got mad. Point being, regardless of what happens from here, blackberry is just another one of many suddenly "relevant" companies like INTC, DELL, CSCO, NOK, etc, that even with the recent pump, it's still down 80% over the last 15 years

Prudent-Corgi3793

Not remotely the same. Back in 1999, INTC, DELL, and CSCO were popping

RTPdude

CSCO likely in the networking stack.

WordsHappenedHere

CSCO doing to double into EOY

leave-mealone

CSCO and SKM will continue to make new ATH. Any pull back will be bought.

JarrodH991

CSCO

onerandomcomputerguy

Snagged NVDA and CSCO calls on perceived strength

trust_it_bb

CRDO, AVGO, MRVL, CSCO, MTSI, LITE. Future 1t+ stocks. These look to be the next MU and SNDK.

Sheggaw

Not going to miss, Dell, CSCO, HPE... not, not, AVGO, PANW

BIGpoppaPUMP42069

yeah boomer trash like HPE and CSCO...

WellThatsPrompting

I bought mid May. I've been looking into re-rates: old names with the ability to offer something to AI. I made a small play with CSCO to test my thesis, and when that paid off, I committed to HPE (DELL was also on my list, but the contracts were a little pricey for my liking). I had other contracts with different strikes and exp, but this was my biggest winner

ten7four

HPE pumping, INTC pumping, DELL pumping, CSCO pumping. What retarded time machine did we step into

shasta747

lmao Ikr who ever thought companies like CSCO, HPE, DELL can come back this strong

Appropriate_Win1362

I was burned by CSCO. Got scared of holding overnight and missed out on 2k plus because I sold

Rocky_The_Champion

The best part of the run is the ptsd boomers are getting: MU ATH, IBM ATH, CSCO ATH, INTC ATH daily. The old dawgs are running.

Consistent-Chapter-8

Reminds me of the guy who kept hearing people talk about CSCO (years ago), but he bought SYY (Sysco) by mistake. He ended up making more money with SYY in the short run.

MikeMcArdle

I got lucky in INTC. I repair computers all day long. For me I missed AMD (dumbass) but bought INTEL. shoulda, woulda, coulda. We be old now and holding on to our XOM, SO, CSCO and JNJ. If I were younger I'd put 20% into SPCX this month. Maybe 5% first week then 15% after July 4th.

onerandomcomputerguy

I got a 13x off of going 2 weeks out on CSCO

strip_club_dj

CSCO is the new CRSR, you heard it here first folks.

jvaritek33c

I already have all the money I need to retire. I am focused more on preservation now, not maximizing every last dollar. I have a hyper-conservative barbell on my portfolio and a smaller, aggressive/growth barbell balancing it. Concentration risk cuts both ways. Tech at 2100% is great until it isn't. Ask anyone who rode CSCO from 1995 to 2000 and held through 2002. Trimming a winner back to a sane weight locks in real gains and frees up capital for stuff that hasn't already run. Different goals, different rules. A barbell strategy works for me. Wife has the hyper-conservative side and I have the more aggressive side.

htowns

I can’t tell if you’re serious with the emojis, but MU, SNDK, CSCO, TXN all fit this mold too. I don’t think HPQ is the right move but HPE could be.

helloWorldcamelCase

Depends on your risk tolerance, but CSCO will run for a while as long as it continues AI re-rating

B2BContinuum

Dell, INTC, CSCO, IBM - boomers revenge tour continues ... too bad they only have 10-20 years left to enjoy it

shasta747

What a time to be alive, all walking zombies suddenly turning gems: INTC, CSCO and now NOK!

No_Faithlessness7831

AI definitely is real, especially for coding, legal work, and doing things like summarizing any type of documents or text. And there's probably a bunch of other areas that it has some application. The amount of CapEx that's being spent, I think, is 700 billion plus this year. When you look at the actual revenue coming out of these AI companies, there's a huge gap right now. This definitely has shades of 1999 just look at WDC and MU stock charts. [Micron Market Capitalization](https://pro.stockalarm.io/charts?series=MU%3Afirebase-price%3AmarketCap%3Adaily&tf=5Y&type=line&indexed=0&singleAxis=1&highLow=0&labels=0&stacked=1&axisRight=0&sd=2021-05-26&ed=2026-05-27) Increased from $80B in 2025 to over $1 Trillion. WDC, MU, CSCO, INTC all looked just like this before the .COM crash and Intel warning on revenue was the catalyst that sent the market crashing back then.

Sufficient_Habit5091

Fed didn't cause the dotcom crash. They kept the bubble from getting worse. Ask Jeeves was still going to end up a loser even if easy credit was used to delay the crash. CSCO was still ridiculous in its valuation.  If anything the crash allowed us to be more disciplined and figure what was useful vs. what wasn't.

captain_casino

CSCO, INTC, QCOM were all big during 1999

CaptainApeCommander

This year is rise of the rejects: intel: 207% YTD Nokia: 153% YTD BB Blackbery: 125% YTD Cisco CSCO: 55% YTD LMFAOOO BERS

happyegg1000

Mostly Spy 0dte calls and CSCO 120c for earnings

Prudent-Corgi3793

INTC, CSCO, and DELL at all time highs. Knicks about to face the Spurs in the NBA Finals. Good thing MSFT is saving us from a 1999-style bubble by sacrificing itself to the market gods.

No-Cash-4287

Congratulations. My only concern is you are treating a growth stock as bond. So, you are missing out growth returns on stocks. Fundamentally we are in 2nd innings of AI era. Nobody knows how many innings are there. If NVDA crashes to $150, it will be like CSCO crash in dot com time. I don’t think you want that. Nobody wants that to happen.

happyegg1000

2 weeks. I honestly think I just got lucky with what advice I followed in this sub. Combination of 🎮🛑 puts, SPY 0dte calls, made a lot of it on CSCO calls for earnings. Made a chunk on WYFI calls.

0neEyedMonster

Dot-com era CSCO bagholders finally vindicated. Like movie ghosts who are now able to "move on".

kerrykingzgo-T

I paper handed some 10x CSCO calls earlier this year, it's best to not look back at these things. If you do just take a second and recognize what morons we are and hold the rest of our calls to their worthless expiration date

ThatsAllFolksAgain

I put $100,000 in MSFT ORCL INTC LU CSCO. I waited for 5 years and then sold everything for 80% loss. It took Microsoft 16 years to recover the price I bought at. Lucent died. Intel finally recovered the high this year. Same with Cisco. I don’t remember Oracle’s stats. For Microsoft, since 2016, when it recovered the previous high, it has gone up 30 or 40 times I don’t remember exactly. Some of my biggest mistakes were Amazon, Netflix, Nvidia, AMD all of them I bought in single digits and sold after making 30% in a few weeks. I bought Apple in the teens after Jobs left. When he returned, Apple jumped to mid 50’s just before iPhone was released and I sold it with a healthy gain. Oh well!!!

ohgodthehorror95

It was actually mostly telecom. Companies that actually moved the market, with some of the larger market caps were part of the fiber optics infra buildout and networking solutions. CSCO, INTC, CIEN, ORCL, IBM, VRSN, QCOM, Lucent and Nortel (both don't exist anymore). CIEN is up like 700% in the last year and it's still down nearly 50% from its all time high during the bubble

Difficult_Physics704

Yeah you're going to the wrong way with way more money. Pump them breaks , slow down, you need a thesis that matches your thoughts/feelings/intuition and make feelings the least important of thee. I went long on BUG, NVO, and also bought a $100 CSCO call day of earnings and sold the next morning for nearly 4x in less than 24hours. https://preview.redd.it/k0buoq8bzi2h1.png?width=1008&format=png&auto=webp&s=c6c4a4dc1aa2af052bd51122044eba5ffb733a9f

Axe_Raider

CSCO was the shovel-maker 25 years ago.

Axe_Raider

CSCO up quarter-after-quarter, 100% real revenue!

rhododenendron

CSCO 2000

Independent_Name_601

For those around for dotcom bubble. I’m seeing some keen parallels. From the NVDA call tonight the woman at the beginning said $1T in CAPEX spending in AI infrastructure by companies. Today Intuit and Meta both announced layoffs. I believe 8-10,000 total between the two companies. $3-4T by 2030. We may hit or exceed it next year but $3-4T is a massive wall. For reference that’s nearly 30% of the US M2 and about 3-4% of world M2. Physical limitations will be in play sooner than you are allowing yourself to believe. I’m still bearish on NVDA MU and CRWV. This is NOT sustainable. INTC and CSCO thought they were going to infinity at the time and look how they landed. Guidance was not good showing growth rates slowing and return of capital to shareholders is a sign NVDA doesn’t see this going to the moon either. Even if they own an imaginary percentage of a $100 T industry.

sidthelid

Made a regarded move with CSCO profits and earased everything. Really wishing for Jenson to help me out this week. dumb pigeon

419Penguins

The whole point of earnibg is to do 0DTE calls/puts. CSCO AMD MU rose above 20% swings. Baidu didnt like why are you even on this subreddit😭

kerrykingzgo-T

I sold CSCO 12/18 125C at 1.35 in April they were 12 something a contract today

FudFomo

Just buy 80% SPY and 20% UPRO and you will beat SPY without the concentration risk. Or full port SSO, you’ll have the same volatility and drawdowns as all these meme stock picks but good long term returns. Or QLD if you want tech, its better then 100% in just 8 tech names. If you asked this question in 1999 people would have told you to buy JDSU, CSCO, INTC, QCOM, WCOM, SUNW, DELL, ORCL. Some went to zero, some were dead money for 10-20 years.

callsonreddit

If trend continues.. CSCO CRWD PANW FTNT will continue up If SPY red = AI related stocks go down big If SPY big = AI related stocks go up big Basically, monitor news and SPY