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
Well, there is always CSCO for the dividend friday....
alright bet, won't take longer then CSCO back to ATH
With how much router and switching gear CSCO provides for data centers I’m surprised they’re not a buy more here. I’ve been holding on to about 1,500 shares since ~$35 and they’re at like $78 currently.
Oh and don’t forget you are paying taxes on the dividends and if you sell the stock! Taking money you already earned or have and re realizing it as earned income. Dividends only make sense in a long term buy and reinvest strategy. Like buy, hold, reinvest dividends in MO has been one of the best plays of the last century CSCO would’ve been a good buy hold reinvest play over 30 years. People who aped in ULTY MSTY and other yield max are about to get raked come tax time not realizing this
Do yourself a favor and buy CSCO calls for late 2026
Only morons would have bought CSCO at that one exact price at that one exact time. Most smart investors $ cost average
When NVDA DOES THE CSCO THING in 2000
People learn nothing and it will have to bust, the destiny of all market bubbles is to bust. We just dont know when. People bring up [pets.com](http://pets.com) but they were a very small company, like $500mil at the time. Now there's $20B quantum companies with zero revenue. Yes there's good companies involved now that make a lot of money, but there were decent companies in 2000 too, MSFT, INTC, ORCL, CSCO, Amazon, Sun Micro, etc. This time its all revolved around who can spend the most on a race to the bottom. ChatGPT only makes $12B rev per year atm so next year all these chatbots will start to be plastered with ads to show rev growth and the services will probably become awful. Users will be pissed and maybe stop using them altogether. Put in the mix of this bubble Crypto, and other massive bubbles like TSLA, PLTR and all the other software trading at 20-100xs revenue. Cisco and AOL traded at 20xs sales at their peak. PLTR is 100xs sales. Its unsustainable.
I have positions in SOFI, NOK, CSCO, ORCL, PFE, VLO
I am a retired investor and lived through both of these events. The real issue, in my opinion, of the dotcom era was the speculative hype around a new transformative technology called the "internet". many companies saw the value and burst into existence. Some (MSFT, CSCO, AMZN, etc.) were very successful. Others (pets.com, webvan, etoys, etc.) were very unsuccessful. Those that fizzled had no real earnings, burned through cash, and had unsustainable business models. Other than the SOX act of 2002 (which many would argue had minimal impact), I do not recall many other impactful legislative changes that came out of the [dot.com](http://dot.com) bust. The GFC had a little bit different flavor. Certain legislation changes that were implemented in the 1930's that limited the banks involvement in speculative trading were repealed. The banks then began dealing in an instrument called "default credit swaps", which essentially "guaranteed" repayment of all bonds sold that were underwritten by real estate mortgages for peenies on the dollar. Hence the Frank/Dodd Act of 2010. AI is the new "internet". It will transform the economy in ways yet unseen. Just like the dotcom era, there are good companies and bad ones. Just like 1929, there are companies (AI) that are beginning to do circular financial deal. This is where company A invests in Company B. Then Company B takes those funds and buys product from Company A. Company A now has increase earnings. Examples of this are Nvidia and OpenAI, OpenAI and Oracle, OpenAI and CoreWeave, Microsoft and OpenAI. I certainly hope Sam Altman has figured out something that history says isn't good. Because if not, when OpenAI is forced to unwind these deals, the market will get bloodied. Oh, and do some research on the default credit swaps for Oracle.
I'm young Gen X / old millennial. Yes but the # of doomer retards have increased dramatically in casual conversation. No one cared about stocks. Then near top of dotcom everyone was bullish about CSCO. I had multiple family members excited about it and lost money. Then after dotcom and GFC people lost interest in stocks again, back to ETF or diversified autopilot investing. Now with the internet finfluencers are all predominantly negative. Saying things will just continue being good doesn't get you clicks. People like spicy tales and being the next Burry.
Fantastically regarded take a couple weeks after CSCO regained its 2000 high.
Internet was also the future in late 90s. Look at Cisco monthly chart (and it's a successful company). This is what people are afraid of (not saying ORCL will miror CSCO performance, just talking about psychological reasons for recent selling).
Options? Probably not. Shares? Eventually. I mean, CSCO broke even!
This surprisingly is good tax advice, because they will get a step-up in cost basis (assuming they file for it within three years of your death, good luck on that), which means no taxes on gains from your date of death. Assuming NVDA doesn’t tank like CSCO did after CSCO completely overbuilt Internet infrastructure by supplying too many proverbial shovels, where there was no business for a decade.
Look at QCOM, ORCL and CSCO stock charts from late 1990-early 2000s. These were the guys responsible for the Internet build-out. Once equipment orders get to steady state - order stabilize and overzealous earning projections are missed. I personally think we are in the 4th or 5th inning of AI - thus, the important thing is knowing when to get out.
is it a coincidence that CSCO topped its highest level since the dot com bubble burst and the day after we start the AI bubble burst?
Hilarious thing to see written the same week CSCO finally reached its dot com peak again.
During late 1999 and early 2000, QCOM, CSCO, ORCL and other equipment suppliers involved in the Internet build out financed the built out and estimated large backlogs and when orders reached steady state the dotcom bust occurred due to decreasing revenue estimates. Their charts look similar to some of the AI players today - the question is when to get out, not if.
CSCO has the ability to do the funniest thing rn
If you interested in good dividends have a look at CSCO
Doomers are pathetic. CSCO just reached ATH again today for the first time since... checks notes... March 31, 2000. Iron hands pay off. Just hold your ORCL for 25 years and you'll be back in the green by 2050 (nominally)
Wild...Cisco's (CSCO) previous ATH ($79) was in 2000, at the height of the dot-com boom, and finally after 25 years it surpassed it with $80 today "thanks in part to the artificial intelligence spending boom"
They gonna be like CSCO 10 years of ded money. Good for selling calls so there's that
I was a professional trader from 1999 to 2015. I’m retired now and in a different field. In late 99, one guy would come in every day and short massive positions in AMZN, CSCO, etc., and lose big money almost daily. After the bubble popped in March 2000, he made a killing and still came in every day looking to short. Many traders couldn’t adapt. Those were good days, volatility-wise, up until about 2001. 2002 to 2007 was one of the most boring markets I have ever seen. That might be our future when this one pops. People need to be wiped out and not get it back easily. I actually retired when the Nasdaq finally made it back to 5,000 in 2015. Now that I'm old, I have most of my money with an advisor, but I still watch the markets and of course listen to know-it-alls in my family and here or Reddit proclaiming that this time is different.
There is a story behind it. In 1994, I knew nothing about investing but I had a work colleague that would talk incessantly about HON, Larry Bossidy, and their patents; thus, I decide to enroll in the HON DRIP. I started to educate myself as I was beginning my professional career. The Dotcom era started and I was making a lot of money in QCOM and CSCO - all to lose it in late 1999 - early 2000. Lost $300K because I thought I was a "f-ing genius" buying more on dips then BOOM. It taught me slow and steady wins the race. I revised by investment strategy to max out retirement accounts (401K, HSA, Roth IRA) with low cost mutual funds and develop a blue chip portfolio while continue to invest in a couple of DRIPs and some individual stocks make sure I had a strategy to control downside risk as well as capitalize on upside gains. I retired early 12 years ago this Dec 31. I have a hold and forget portfolio that include AMD (cost basis - $2.50/share), LLY ($60), META (FB-$19), BRK.B ($180), GE ($6 pre-reverse-split). My average cost for HON with dividend and spin-off reinvestments is a little over $32. I stopped cash contributing to the DRIP in 2017 but dividends are still invested. My plan is to give it to my heirs at a stepped up cost basis to minimize taxes and they could then sell if they desire. I find it amusing now because what happen to the Internet infrastructure companies (QCOM, CSCO, ORCL) in the late 1990s is replaying itself with the AI boom - where hardware companies are financing the build-out and when equipment sales reach steady state - there will be an earning disappointment and new technology / competitors will catch-up that will cause a drastic decrease in revenue and BOOM. The key is knowing when to get out. Good Luck
It will not BURST but slowly deflate. Many people mis-use the "Dotcom" bubble burst. People should only look at the equipment suppliers (QCOM. CSCO, ORCL) - stalwarts in the Internet build-out and Y2K hysteria of the late 1990-learly 2000 - circular financing to support build-out by underfunded or no revenue companies (sounds familiar), orders level out to steady state, some businesses will crash and burn as they try to monetize poor business models - other will succeed. Order will move to a steady state and revenue will miss bloated expectations and the equipment suppliers stocks will come down. I have seen it all before - the big questions is knowing when to get out. Right now to me, it feels like the 4th -5th inning and I would be taking small amount profits removing some of my original investment dollars and letting the remainder ride and as I see orders slowing take more profits.
I load up on T and BRK.B during uncertainty. CSCO is too close to ATH and has fallen out of my rotation.
I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.
Visa (V), Caterpillar (CAT), Waste Management (WM), PG, TSM, CSCO, VST, NFLX, and SOFI to name a few.
Maybe I have too many memories of 2000 but this all looks like a failure waiting to happen. Like the Internet, AI will definitely transform our lives but the amount of money the AI centric companies are spending well before any significant revenue is developed to pay for that capital expenditure will be the engine that pops the bubble. Don't think Internet bubble software think hardware like Cisco and Juniper. As folks were spending millions on new internet hardware CSCO and JNPR were fabulously profitable and growing insanely quickly. But when that spending stopped because it wasn't producing profits yet that justified the expenditures, CSCO/JNPR cratered. I owned some CSCO at $50 and loved it at $78. I had JNPR at $85, $100 and $115. CSCO just topped its 2000 price this year and JNPR was in the 20's for years until HPE bought it this year in the mid 30's. I see NVDA pulling a CSCO/JNPR when the massive buying for expensive data centers slows down. Many of the big AI players will survive but their prices will come down as they have to swallow all the debt and capital they poured into ultimately unprofitable data centers and many of the newer players will go away just as the internet bubble players died out. Now in 20 years we will be looking back on this and AI will be a real thing generating real profits and by then we each should have a personal robot in our house, but until then there will be real dislocation of capital and profits.
>AI has real demand, these companies *are* generating revenue, and it's a tool which increases productivity... Generally bubbles surround things which lack a couple of those lol. Objectively, this isn't true at all. You can have bubbles where there are earnings – CSCO and INTC in 2000 are examples of that.
CSCO really touched ATH and then gave up.
The quantum data network. IONQ is the new NVdA is the new CSCO is the new IBm. All are involved in the quantum internet that will be rolling out. IONQ’s work on quantum fidelity and quantum sensing has the opportunity to be world changing. It’s the closest thing you can get to investing in NVDA 20 years ago. It’s only true competition is the companies I listed above and GOOGL. Best bet is to buy all of them plus AMD and sit and wait until 2040. IONQ CAGR is great 2 mil rev to 120 mil in 5 years: extrapolating and they should be pulling in billions as a cash cow in 10-15 years.
I bought CSCO on apr 7, 2000. I was 15 and wanted to diversify my portfolio and asked my parents to take 8k out of the account they set up and put it in csco. That account became pretty worthless, shouldve kept it in the trowe pricr mutual fund. Made me get uninterested in finance for 11 years.
What is “CSCO” mean for?
Replace NVDA with CSCO and it reads just like the dot com bubble.
I’m holding CSCO too lol CSCO is a buy imo 😅
Oh, so CSCO stock - making it so those Quantum computers can actually talk to each other and everything else.
I have HACK for the same reason and it's been rather steady. May be because their holdings also include things like CSCO as well, but I don't see that as a negative. I think the future of the segment is only on doubt because no one really knows what to make of the AI boom yet.
I hope NVDA is doing damage control. NVDA is the CSCO of the AI.
There’s also the pets dot com during that time period and that’s what I see more as the bubble. None profitable stuff trading like crazy, like the quantum and nuclear plays. Even in your example, the fundamentals of CSCO at that time are way more insane that what we are seeing compared to like NDVA and GOOGL.
A bubble maybe but too many make the wrong comparison to the dot com craze while the real comparison should be QCOM, CSCO and ORCL during the late 1990-early 2000 during the massive Internet build out, circular finance to support massive orders until it reaches steady state orders then crash and then you couple it with product improvements, manufacturing efficiencies, new competitors - prices will drop. For me, we are in the 4-5th innings.
CSCO shareholder return from march 2000 to July 2024 was 0%. Why? Because they overpaid in mar 2000. It’s up 50% since jul 2024 for a 25 year return of less than 1% compunded. Don’t overpay for stocks.
This is the dumbest argument for it not being CSCO. Someone who bought CSCO in 1990, only 10 years before the peak, was up 96150% from the IPO price. Being up over a long period of time doesnt preclude it from having a huge sell off. Im not saying it is CSCO, but CSCO went up an absurd amount in just the 10 years before it peaked in 2000, you being up 1400% since 2008 has no relevance
Perhaps NVDA is the next NVO - or probably rather the next CSCO 😱
NVDA permabols played on easy mode. They don’t know a world where it becomes CSCO never reaching their previous highs.
wild. certain tickers like WBD, CSCO, ADBE just got nuked on that pump
>What do you think? Are we setting up for another run higher or is it different this time? It's not different. Human psychology never changes. Fear and greed rule the market. I agree, we are in a powerful bull market undergoing a normal pullback. Whether it ended on Friday or has further to fall is anyone's guess, but at this point, probabilities strongly favor a rally back to new highs. I would equate today more to December 1996 than summer 1998. At that time, Allan Greenspan made his famous "irrational exuberance" speech and everyone was saying CSCO was way overvalued. There were serious doubts about this new thing called the Internet and how much money was being spent to build it. People were calling for the end of the bull market. Yet, the market simply experienced a 6% pullback and got back to all-time highs less than one month later.
but CSCO has been printing recently
$380/year to hear Michael Burry say that NVDA is the next CSCO. A totally original thought that hasn't been said for years now.
You can just google things man. Like you can look up CSCO PE for example during the height of the dot com bubble: [https://www.icis.com/chemicals-and-the-economy/2024/06/stock-market-bubbles-follow-the-same-pattern-as-nvidia-and-cisco-confirm/](https://www.icis.com/chemicals-and-the-economy/2024/06/stock-market-bubbles-follow-the-same-pattern-as-nvidia-and-cisco-confirm/) >*“The problem was the share price. It was, simply, too damn high. At the March 2000 peak, Cisco’s price-to-earnings ratio stood at 201 times, its enterprise value to sales at 31 times and its price-to-free cash flow at 176 times.* There were a ton of companies famously like pets dot com that all where taking in a ton of investor money and had no path to profitability. A lot of the companies investing Capex right now have money to do it. There are things that are more in a bubble in my opinion, like people who are investing in SMR nuclear plays and quantum computing.
From Google Gemini: Zscaler (ZS): A cloud security company that offers Zscaler Private Access (ZPA), which is considered a modern, "Zero Trust" alternative to traditional corporate VPNs. Palo Alto Networks, Inc. (PANW): A leading cybersecurity provider whose platform includes a secure remote access solution called GlobalProtect, which acts as an enterprise VPN. Check Point Software Technologies Ltd. (CHKP): Offers a variety of security solutions, including remote access VPNs for endpoints and mobile devices. Fortinet Inc. (FTNT): Provides a range of cybersecurity products, including the FortiClient VPN for secure remote access. Cisco Systems, Inc. (CSCO): A major technology conglomerate that offers various VPN and security solutions, such as its AnyConnect Secure Mobility Client. Broadcom Inc. (AVGO): Through its acquisition of Symantec's enterprise security business, it offers VPN-related security products. CrowdStrike Holdings Inc. (CRWD): While more focused on endpoint protection, it is a leading cybersecurity company that competes in the broader security landscape that VPNs are a part of. Some of the well-known consumer VPNs are owned by larger, publicly listed entities: Ziff Davis (ZD): This is the parent company that owns several VPN services, including IPVanish, StrongVPN, and Encrypt.me
CSCO massively undervalued. Got it
It would be so ironic if the AI bubble broke at the same time, when CSCO, the leader of dot-com bubble, reached ATH from that time...
It’s funny that CSCO peaked at 80.06 yesterday then the dump occurred. 80.06 is the exact same price CSCO peaked at in the 2000 dot com burst. Yea, inflation means it’s not actually equal, but it’s still funny.
Generational dip buying in MU, CSCO, MSFT, AMZN
I did learn a lot when I was there. Also cranked my shit in the bathroom. My datacenter adjacent picks are Dell and Cisco. Dell has been clobbered recently. CSCO has been my fav, but my calls on it have been printing nonstop for a year and that can’t keep up forever. My port is bias to my real job as an IT guy. Bought palo shares 7 years ago when we switched to them from Fortinet. Sold them on the run up and don’t feel like they belong at 1/2 the cap of CSCO.
Kinda ironic until you account for inflation. CSCO has been my pocket pick for the past years. Calls never failed to print.
Correct ! I was employee of CSCO at 2008. When CSCO market cap went up to $600 billion surpassing AAPL, they gave me nice 10 year stock options at $32 and it never reached that $32 until stokck options became worthless due to 2008-2009 recession ! Same way, NVDA is priced in for future growth. If there is a recession hit, and many small companies file bankruptcy, all cloud services will be cancelled and that will have domino effect on data centers (not even consider the AI booms). If that is the case, NVDA will hit 66% drawdown from its recent ATH, history will be written again.
NAH, CSCO gonna do us dirty a second time with quantum in 2030.
They have no business being 1/2 the cap of CSCO. Yesterday was a good start, but they should be similar size as fortinet.
Best part about the CSCO collapse back then was it pretty much had ZERO bearish analysts. Imagine that!
another off topic. check out news on 11/19 for CSCO and AMD.
fun fact CSCO revenue was getting crushed by the time the dot com bubble popped
You would have bought CSCO March 27th, 2000 and sold October, 2002.
$37B a quarter translates to $148B a year with p/e of 40? Gives us a market cap of 5.92T. I guess it's possible. I want to see CSCO's p/e of 196 in the year 2000 on NVDA. Now that's an interesting take.
Seeing this gives me PTSD from 2000. John Chambers (Cisco CEO at the time) would put these charts up showing how much bigger $CSCO was than any of the peers. No F\*\*\*ing clue about what was coming! "It's different this time" - I hope Had stock options that went from Hero to Zero.
Anyone remember $CSCO in 1999? [two years ago in wsb](https://www.reddit.com/r/wallstreetbets/comments/14bikcp/nvda_vs_cisco_dot_com/)
So if your CSCO shares are worth $30 in '99 and you hold them all the way up to $70 in early 2000, and then sell on the way down 8 months later for $60 you've still doubled your money and you would have been wrong to sell in '99 and smart to buy more. But it's a terrible comparison IMO. The internet and computing infrastructure is already built and AI is being deployed on top of that existing infrastructure which is already at the heart of the global economy. It's a completely unrelated period.
It may look that way to you, and you are entitled to buy and hold as much as you like. Denying market psychology around tops (and bottoms, for that matter) is naive. I may well be wrong on the timing, and I'm not convinced I can pick a better reentry point, so I am not selling. But I wish I'd sold any of my new-hire CSCO options in 2000 a year after 25% of them vested rather than taking a little profit off the table.
Shut up boomer you probably just broke even on your CSCO shares since the dotcom bubble
CSCO just casually chilling at ATHs while a tech bubble pops again lmao. Ironic.
CSCO revenue in 1995 was $2.2B, by 2000 it had grown to $18.93B. Not sure I would call that hardly growing or are you cherry picking the years after the dotcom bubble burst? The key commonality between Cisco and NVIDIA is that both build infrastructure that enables a capability. This isn’t where the value of AI will be realized. It will be realized in end services. And all of those companies that folks are touting as having real revenues grew out of the dotcom bubble, Google, AWS, Meta. Clearly the dotcom bubble and AI bubble won’t look exactly alike but valuation are way ahead of earnings and there are some parallels.
CSCO immune to gravity at ATHs while markets dumping lmao.
CSCO just broke ATH, this is a bad omen. Like the LTC of stocks. Market has spoken.
CSCO inexplicably printing is an evergreen statement. https://www.reddit.com/r/wallstreetbets/s/brF3DEVDom
Sounds straight out of an August 1999 analyst report on QCOM or CSCO.
They made the same argument about the internet, and they were right. Absolutely right. Except they made the argument 25 years ago. And in between, there was the barren wasteland that was the dotcom bust, and the Nasdaq took 14 years to regain its peak. The Nasdaq is now about 4x its dot-com peak, but CSCO, the market darling then has only just hit a new ATH a month ago.
T and formerly CSCO. Both perform well when everything else is dying.
Do you define end-to-end networking as DAC NICs? Cause I don’t see mention of CSCO/HPE (since they bought Juniper this year).
Y-axis is literally “size of bubble” lol. wtf does that even mean? I wonder why people stopped doing that stupid overlay of CSCO and NVDA charts, oh wait maybe because the current “bubble” stocks are actually backed by real earnings and revenue. Obviously there’s stocks like PLTR and OKLO that are severely overvalued, but the general market is not in a bubble.
There was no fear, just an irrational belief that stocks will always go up, forever. Then the 2000s came along and smacked everyone in the face. We are there, again, now. Example, I thought I was smart buying the dip in msft when it pulled back from $73 peak to $51 The PE was 34 Today it’s 36 and gates has been selling btw, Gates was also selling a massive amount of shares in 2000 Long story short: msft traded down to $13 by March of 2009 and I was not made whole until 2015!!!! 15 years to get to break even while invested in the greatest company in the world. This moment in time looks exactly like and rhymes perfectly with the year 2000 situation from a valuation perspective. Internet excitement, .com IPOs popping up every week, buzz worthy “ dot com” companies were being bid up to the stratosphere, as was MSFT, CSCO, AOL, YAHOO, the “pow” Three straight years of relentless declines The valuations of AAPL, MSFT, NVDA, TSLA are getting to be ridiculous META seems somewhat reasonable but it does seem very hard to find mega cap tech companies trading at 20 trailing PE This is why Gates sold a bunch of MSFT in q3 2025 as it was peaking at $550 This market really is at risk of a massive drop. And the higher it goes, the higher the fall will be. Unless, of course, we already topped out for a few years. We may have! We will see.
You love to see it. A 3 bagger is so awesome. I’ve had two the past week. Wish I went harder on CSCO. only bought 10 with $1040 to $3300 Winning is winning. I closed on the dipping but now it’s come back up so I woulda coulda shoulda held 1-2 just in case.