The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Wed, Aug 12

TheValueist@TheValueist
$CSCO KEY READ-THROUGHS FROM CISCO SYSTEMS Q4 FY26 EARNINGS CALL Cisco’s Q4 FY26 earnings call provides one of the clearest cross-sector confirmations that the AI infrastructure cycle is broadening from accelerators and servers into networking, coherent optics, enterprise data
23d agoview on X ↗

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

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Mentions ANET, Mentions NVDA, Exit MRVL, Exit AVGO, Long TSM, Mentions COHR, Mentions LITE, Mentions CIEN, Mentions NOK, Long VRT, Long ETN, Long SU, Long BDC, Long ROK, Long MU, Exit DELL, Exit HPE, Exit SMCI · High confidence

Confidence

Medium0.88

Counted from

Thu, Aug 13 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 22 · fades out by Sep 23