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
Nice, that's a cool idea. I'm probably buying CATL at its introduction on the HK exchange. A couple of other funny non US bets of mine you could follow, for the fun of it. ABB (ABB.ST), ATCO (ACO-X.TO), Kaspi.kz (KSPI Nasdaq), Reliance Industries (RIDGL.XC) and Tryg a/s (TRYG.CO) Set a reminder for a few years and come rub my face in it, when the US had kept out performing the rest of the world yet again. To make it worse, I sold ABBV, SO, CSCO, LMT, NOC, GLW and TXN in January, to cut my US exposure in half. Dumped most in my mortgage and the rest went into ABB, RIO and Reliance. At this point it seems nearly prescient, given how the USD has crashed, though I assure you it is pure luck.
You might see companies pivot away from “best of breed” to “good enough”, for instance dropping CRWD for MSFT or dropping PANW for CSCO/FTNT
Cmon CSCO! I need you to moon! Sometime before December!
NVDA shares will be worth less than they are today in 15 years. AI is a fad and other companies are giving them better competition on graphics cards. It’s the next CSCO.
CSCO!! Cmon I need you to moon!
It’s the next CSCO. If ~~bagholders~~ investors are lucky it will at least stay in business like CSCO did. Maybe you’ll break even in 25 years.
Do yourself a favor and look at the long term chart of VOO/SPY. Anyone who bought 1 year ago has a positive trade. Anyone who bought 3/5/7/10/15/20/25/30 years ago has an even bigger positive trade. Average annual return on SP500 is 10% a year over 100 years of data. That means on average you will double your money roughly every 7 years. At 4% it will take roughly 18 years. The differene is huge. I've been a semi-active participant on these subs past 2-3 months. I started noticing a trend. People who have extreme negative sentiment are that way because they don't have any long term money in the market. If you did, you'd be profitable and you would know the market has it's ups and downs - it's "normal". Because anyone in the market 3/5/7/10/15/20... years is up and have experienced big downturns already. Don't believe me? Just look at the chart. Why cherry pick CSCO from 25 years ago? They like INTC are no longer the leading innovators in their respective sectors. Why not pick MSFT AMZN AVGO (then BRCM) EQIX EBAY BKNG (then PCLN). Heck you just needed SPY from back then; didnt' even need to pick individual winners.
I really need CSCO to climb before December!
Cmon CSCO! Don’t let me down!!
My $0.82 CSCO dividends just hit we are so back
Declining revenue, margin compression, and withdrawn guidance. Absolute disaster. And Q2 will be worse because only about a month of demand destruction was measured in Q1. Expect significantly worse revenue numbers in Q2, and further margin compression for all lines of business as a result of tariffs on inputs. Even at today's share price levels, the stock trades at 48x EV/EBITDA. Any stock with eroding margins and declining sales should be trading below 10x EBITDA. Should be 6x to 8x actually. But is it a #memestock with a lot of political undertones, so it is hard to assess the actual share price behaviour - which makes it a angerous stock. If this was a regular stock, like, say, a CSCO or ORCL or even MSFT (which trades at 18x EV/EBITDA), the 6x to 8x EV multiple would be a likely outcome.
No, NVDA having a trade war moment. Not even in the same galaxy as CSCO
CSCO's multiple was way worse back then, compared to NVDA's now.
Remember WSB laughed when NVDA was called the CSCO of our generation 
NVDA having a CSCO moment??
For all the comparisons NVDA never even got to do the whole CSCO PE of 200+ circa 2000
[https://www.latimes.com/archives/la-xpm-2000-apr-07-fi-16994-story.html](https://www.latimes.com/archives/la-xpm-2000-apr-07-fi-16994-story.html) >Tuesday’s intraday market plunge seemed a distant memory Thursday as analysts and investors alike were in a bullish mood. >Goldman Sachs & Co. came out with a “Super Seven” list of tech names it calls “core holdings” for a volatile market, and five of the stocks finished higher. >The list features electronic commerce specialist First Data Corp. (ticker symbol: FDC), software developer Oracle Corp. (ORCL), electronic systems maker Teradyne Inc. (TER), communications chip manufacturer PMC-Sierra Inc. (PMCS), data storage systems maker EMC Corp. (EMC), Internet gear maker Cisco Systems Inc. (CSCO), and PC retailer Dell Computer Corp. (DELL). >“During this period of extreme volatility, we recommend technology names \[in whose fundamentals\] we continue to have high conviction,” Goldman said in its report. >PMC-Sierra and other chip makers also got a boost as the Semiconductor Industry Assn. said worldwide chip sales climbed 33% in February from a year ago, led by rising demand in Japan and the Asia Pacific region. >“The year-to-year growth of semiconductor sales indicates a strong 2000 for the chip industry,” said George Scalise, the trade group’s president. Sales rose 19% in 1999 and are expected to climb 20% this year. >Intel Corp. (INTC), the leading maker of computer chips, eased 6 cents to $129.81, but most of its competitors got a lift, including Texas Instruments Inc. (TXN), which jumped $10 to $160. >Meanwhile, brokerage analysts issued positive ratings on several stocks in the tech sector and elsewhere, including: >\* In the retail group, Limited Inc. (LTD; $46.81, up $5.13) was upgraded to “strong buy” at Banc of America Securities; Sears, Roebuck & Co. (S; $37, down 50 cents) was called “buy” at Lazard Freres & Co.; and Intimate Brands Inc. (IBI; $43.94, up $2.94) was raised to “strong buy” at U.S. Bancorp. >\* In the struggling health-care sector, Oxford Health Plans Inc. (OXHP; $14.81, up 25 cents) was raised to “buy” at First Union Securities Inc. >\* Internet security company Check Point Software Technologies Ltd. (CHKP; $176.75, up $18.25), which has sunk 40% from its recent peak, was upgraded to “strong buy” at Sands Bros. & Co. >\* Two Internet incubators got recommendations, as Safeguard Scientifics Inc. (SFE; $50.50, down $2.50) was rated “buy” in new coverage by Merrill Lynch’s high-profile Henry Blodget, and Internet Capital Group Inc. (ICGE; $73.88, up 17 cents) was reinstated “strong buy” at Deutsche Banc Alex. Brown.
Yeah the world hasn't changed at all in 20 years, solid analysis- buy more CSCO
Man, I remember the dotcom days when MSFT and CSCO and others didn’t hit their all time highs for 12 years - you ahead and keep buyin’ dawg!
Tesla’s market cap peaked 11/3/21 at $1.3 trillion. It has fallen over 50% in the past 13 months. Tesla will never see that market cap again. We have seen this story play out time and time again. Cisco (CSCO) comes to mind as an example and it warrants the story. Cisco was started by a husband and wife team of Stanford computers scientists in 1984. They went public in 1990 with a market cap of $224 million. Fast forward 10 years. The 90’s tech boom was in full swing. This was the go-to company for the picks and shovels of the internet gold rush. By 2000 Cisco was the hottest stock on Wall Street. Between the beginning of 1999 to March 2000, Cisco shares rose 236% to a market cap of $555 billion, or $80.06 per share. It was more valuable than Microsoft. People were saying it would be the world’s first trillion dollar company. Then came the dot-com bust. Over the next two years, Cisco’s share price collapsed by 80% – wiping out $431 billion in shareholder value. At Cisco’s March 2000 peak, its price-to-earnings (P/E) ratio stood at an astonishing 201. Fast forward 22 years, and Cisco’s stock price has yet to recover. Today, Cisco’s shares trade at $49, still almost 40% below their all-time high. And they have lagged the S&P 500 by more than 220% since their dot-com peak. Tesla at its peak was among the most overvalued ever in investing history. In 2021 when it sold under 1 million cars , the p/e was 332. Tesla might recover in a fashion similar to Cisco. Even if they pivot to software their high valuation condemns them to dead money over the next decade.
Why the hell would you buy CSCO in 2025
Defensive. WMT CSCO Utilities, etc.
CSCO my beloved. Never change. I know it’s low volume but it’s still funny.
How many months after the peak in March, 2000, would have you said the same thing about CSCO? Great company, long runway in front of them, the stock never saw the light of day again. Great company doesn't equal great stock. Do some work and think about valuation.
Yes, absolutely wouldn't buy it. It reminds me of CSCO went up during the .com and never regained what it had. As the big customers (Google, Meta, AWS,MS) start to lose profits with the slowing economy they will stop investing in NVIDA, doesn't mean they will stop buying just not as much as the market expects. Once that happens early buyers and insiders will rush to cash out and you'll see new lows monthly.
been watching CSCO for the past few weeks, for whatever reason they seem unbothered by all of the liberation day nonsense. kinda funny that the original tech bubble stock is the stable one now
CSCO is always the lone green in the sea of red 
I don't see a resemblance to [Pets.com](http://Pets.com) but I do see a resemblance to Cisco. The AI hardware companies are real companies and are not going away just as Cisco was 25 years ago. However the AI hardware companies have had a run on their expensive chips out of all relationship to the actual near term profitability of AI just like Cisco had a huge run on their switches as the world prepared for the Year 2000 problem. Then when the computers didn't all fail on Jan 1 of 2000, folks stopped buying switches. Soon the world will find out that AI is not yet profitable so they will stop buying the AI hardware. Just like Cisco their profits will slump and the stock price will drop. I invite anyone that cares to look at the CSCO share price for the past 30 years.
kinda funny that CSCO, the OG tech bubble stock, has been relatively unbothered by all the recent volatility
Meanwhile in 1999... Investors suffer from a lack of imagination. While they are focused on data centers CSCO is already past that and investing on Web 2.0 and next-gen e-commerce. Every company, every car, every boat, every blockbusters will require "Cisco chips". There are no better positioned companies than Cisco to profit from this new market.
Yeah, my CSCO stocks I bought 25 years ago just turned green.
I do believe CSCO has recovered if their dividends had been reinvested this whole time, but yea your point is valid, nothing says MSFT has to recover.
Cisco (CSCO) was the darling of dot com, hitting a price of $83, it still hasnt recovered to that level. So there is never a guarantee that things will recover.
Bought about $5k worth of CSCO in 1996. By 1999 it had 10x'ed I think, and I had enough for down payment for my first house. CSCO in late 90s was a rocket ship.
Is CSCO and INTC fake companies? They were the blue chip stocks of the day that “can’t fail”. Both of these companies never recovered from their dotcom high. ORCL was able to recover, nearly 20 years later.
DeepSeek and a PE ratio of 40. See also: CSCO
If the AI revolution is similar to the internet, then that puts us around 1999 and NVDA will be our CSCO. Any CSCO bag holders here with some stories?
Markets overreact on the upside & overcorrect on the downside. Aswan Damodaran (valuation prof at NYU business school) puts fair value at $79. Look at CSCO or INTC chart from 1998-2002 if you want a good comparison of how low below that fair value NVDA could actually go.
CSCO does nothing to innovate and still charges insane prices. I wish I knew more juniper tbh. I’m not great with networking but I can at least do port configs on Cisco.
I’ve known analysts were full of shit ever since every single one of them had a BUY rating on CSCO at $50/share in 1999.
If you don't know how to read a balance sheet and have some understanding of basic economic principles, don't know the industry and how a specific business competes in an industry - I would stay away from individual stocks. Any gains you make are more based on luck (let's say following the herd), than a well informed decision. Let's say there are gaps here - are you willing to put in the time to learn and research? Some like myself do this as a hobby. Many people specialize in the industry of their profession because they already have some insights. Of course many people have gotten lucky by throwing money at big name consumer facing companies such as AAPL META TSLA AMZN etc. But the average retail shareholder of AMZN couldn't tell you they make the large majority of profit from AWS cloud and not the shopping marketplace. It's easy to put up a list of "winners". But for many of my non-techie friends, I know so many how put their money into INTC CSCO IBM because they needed some big tech investments. SP500 has reliably gone up over time over the past 100 years. I think the key is to just be patient. 2000's was a rough decade with dot com bust and financial crisis. Yet all the people who left their money in and kept investing are now millionaires or multi. All the people who soured on the markets and could not stand seeing paper losses, missed their pathway to easy retirement and potentially life changing gains.
$CSCO stock split so many times that decade it was like a shock when one quarter it didnt. Im happy though as last year Cisco bought out my 3rd largest holding Splunk for $28B in cash. Lovely stuff.
That's the [chart](https://i.imgur.com/vLCe3Fa.jpeg) of CSCO.
You are mixing reported Forward P/E and Trailing P/E figures. This table should help. [https://finance.yahoo.com/quote/CSCO/key-statistics/](https://finance.yahoo.com/quote/CSCO/key-statistics/)
I have been wanting to build a position in CSCO for a couple years, and now I am able. I think it is still cheap. CSCO would be a steal at $40. It would have been nice if I could have bought in the $40s, but anything under $90 seems like a good time time, in my opinion. Maybe I will get lucky to see big funds foolishly dump the price. Thank you for sharing your opinion.
>Inaccurate stock details keep being repeated on news sources, like stating it has 29x p/e when it has only 17x p/e. >CSCO is worth $90 USD per share if it truly had 29x p/e. This you? >CSCO is worth $116 USD per share if it had 48x p/e like NVDA. It is only $64 today Yes, CSCO would be worth a lot of money if it were NVDA. But it's not
NVDA about to pull CSCO
CSCO is a nice dividend stock. It's old tech and put in a bunch of bad quarters over the last few years. It was cheap when it was $40.
We also had CSCO PE of over 200 but compare away
Unless you bought CSCO at the dot com peak - those people may still be waiting.
No but CSCO and JNJ are appealing
Dan Niles explains why **Cisco Systems (CSCO)** is one of the top AI stocks for 2025, and I’ve been loading up on calls in anticipation. Cisco just received a **key mention on the NVIDIA call**, highlighting their expanded partnership to drive AI adoption in the enterprise—this is a major catalyst. Analyst upgrades continue to roll in from **DZ Bank, Rosenblatt, Melius, and Exane BNP Paribas**, reinforcing the bullish outlook. CSCO was also **today’s Final Trade on the Halftime Report**, adding to the momentum. Big moves ahead.
I upvoted your post - but the part about "fair" comparison to dot com bubble I do not agree with. Any company that added ".com" to their name skyrocketed without any revenue or monetization plans. Many of these companies were worth tens of billions of dollars in market cap - which at the time was significant. The most well known AI companies are in it for monetization from the start. Building out the datacenters (which involves hardware, power, newtorking etc) are material things with costs - top and bottom lines are already being generated. On the software side, you pay to use OpenAI or Claude or Deepseek. Now it is true that some companies without monetization and some attachment to "AI" are getting unwarranted gains. But big difference is their market caps are still relatively small. Back in 2000, some "nothing internet" companies had $40-50b market cap with no business plans - while the megacap tech players were at most $200-250b (MSFT CSCO INTC etc). Fun/true story: One of those "internet startup" companies was in my area and they reached over $40b market cap. After they became insolvent and abandoned their HQ, my former employer took over the building. Executive suites had teak furniture and their own personal bathroom and showers in each of their offices. Building maintenance told me bullet proof glass had been installed because they feared for their lives when the walls came crashing down.
CSCO 2 Global Offensive
Buying CSCO and playing CSGO!
DELL HPE CSCO People don’t typically buy SMCI unless they are running rough DIY seat of their pants orgs. 3rd party vendors LOVE SMCI for their hardware appliances.
CSCO about to pop. news today about NVIDA and CSCO partnership in the AI infrastructure rollout, several analyst upgrades this month, and options are dirt cheap.
CSCO PE before dot com crash was 171 and after crash was 30. Currently NVDA trailing PE is 52 and forward PE at 29.
Not necessarily. Those who went through the dot-com mess are probably still gun-shy. "Just hold and it'll come back eventually. Whoops, it went bankrupt. Er... sorry." Or there's companies like JDS Uniphase, then a big rival of CSCO, which went from $973 in August of 2000 to $56 in August of 2001 to $5. in January 2016. And yes, I owned stock in it at one point. And no, I didn't ride it all the way down.
My retirement funds currently hold JD BABA and 3 Chinese ETFs. Still la got some GOOGL SOFI PEP and CSCO there too. If markets won’t show some signs of recovery by end of day Tuesday I’m getting out of all American stocks going to get into eurozone. My trading account is all in cash on Tuesday I’ll know if I’m going to go short or long on AmERIc!
People forgot that CSCO and others were also profitable during dot com and still shit the bed after. There are a lotta AI/Quatum shitters trading at 1000x fair value. To think we’re not at peak bubble is pure cope.
CSCO quietly threatening new 52 week highs 
Csco, okta and snowflake are 3 big ones for me I hold CSCO in my roth though
Any chance you had CSCO calls? Mine jumped this morning and came straight down 😂
Seeing reporting that Ben Reitzes of Melius is pounding the table on DELL. He previously did the same with IBM and CSCO before they each rallied significantly.
yesterday, DZ Bank upgraded Cisco ([CSCO](https://www.tipranks.com/stocks/csco?utm_source=markets.businessinsider.com&utm_medium=referral)) to Buy from Hold with a $71 [price target](https://www.tipranks.com/stocks/csco/forecast?utm_source=markets.businessinsider.com&utm_medium=referral)
UBS just raised CSCO’s price target from $62 to $70 on Thursday, signaling nearly 8% upside from here. Rosenblatt upgraded it to $80 on the same day, while BNP Paribas moved it to $72 on Jan 28. JPMorgan upgraded from neutral to overweight back on Nov 11, raising their target from $55 to $66. Melius followed on Jan 6, upping their target to $73, and Bank of America bumped theirs to $72 on Nov 14. The big firms are finally waking up to Cisco’s AI and infrastructure potential.
Where is CSCO on that? Earnings were last week and options this week dirt cheap
another upgrade today, DZ Bank upgraded Cisco ([CSCO](https://www.tipranks.com/stocks/csco)) to Buy from Hold with a $71 [price target](https://www.tipranks.com/stocks/csco/forecast)
CSCO calls are a steal—cheap, undervalued, and packed with potential. Cisco is primed to capitalize on the next wave of AI infrastructure growth. As companies rush to expand AI networks and scale data centers, demand for top-tier networking hardware will skyrocket.
\*Supermicro expects second-quarter Non-GAAP earnings per share of 58 to 60 cents, falling short of the consensus estimate of 75 cents. The company also anticipates revenue between $5.6 billion and $5.7 billion, missing the consensus of $5.94 billion \*For fiscal year 2025, Supermicro lowered its revenue guidance from a range of $26 billion to $30 billion to a new range of $23.5 billion to $25 billion \*Supermicro's annual revenue for fiscal 2023, which ended June 2023, was $7.12 billion. \*Supermicro's competitors, Dell ([**DELL**](https://finance.yahoo.com/quote/DELL)) and Cisco ([**CSCO**](https://finance.yahoo.com/quote/CSCO)) , earned $88.4 billion and $53.8 billion in revenue for their fiscal 2024 \*JPMorgan noted that Supermicro's fiscal Q2 earnings report was mixed, with near-term results and outlook falling short, and that the company needs execution proof for its "aggressive" fiscal 2026 revenue expectations. \------------------------------------------------------- Based on this, my PT for SMCI in 2025 is $150 
Do you by chance recall CSCO beating report after report and guiding their earnings higher every time?