My stock in focus today will be
$Cisco(CSCO)$ after its strong earnings report. Revenue, EPS, and guidance all beat expectations, while AI infrastructure orders surged sharply. The company also raised its full-year outlook, showing that AI demand is accelerating faster than expected.
What impressed me most was the strength in AI networking demand from hyperscale cloud customers. Cisco raised its AI order forecast from $5 bil to $9 bil, while networking orders jumped more than 50% YoY. This proves the AI boom is not only benefiting chipmakers, but also companies providing the critical networking infrastructure behind AI data centers.
I also see Cisco’s restructuring as a positive long-term move. Management is shifting resources aggressively into AI networking, custom chips, optical technology & cybersecurity to strengthen its competitive position. Cisco increasingly looks like an underappreciated AI infrastructure winner alongside NVDA & AVGO.
@TigerStars @Tiger_comments @TigerClub
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