CSCO Cisco Systems, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
05:51
02 сен
02 сен
Diversified optical suppliers benefit from CPO and pluggables
Cisco's CPO deployment thesis supports optical suppliers that hedge with both CPO and pluggable exposure; diversified names benefit from dual architecture demand without cannibalization risk.
Сред.
22:42
01 сен
01 сен
Enterprises repatriate workloads to on-prem hardware.
Enterprises are actively looking at high frontier token costs and deciding they cannot keep spending that much, so they are repatriating workloads to on-prem compute, networking, and storage infrastructure because it is cheaper. This trend is already visible at Dell, Cisco, Pure Storage, and similar hardware vendors, supporting on-prem hardware demand.
Сред.
20:44
01 сен
01 сен
The author shares an interview breakdown on LITE and lists scale-across beneficiaries.
The author shares an interview breakdown on LITE and lists scale-across beneficiaries as research context, not a personal position or trade call.
15:34
01 сен
01 сен
The author argues that fragmented AI infrastructure shifts networking burden to connectivity.
The author argues that fragmented AI infrastructure shifts networking burden to connectivity names, but lists tickers without stating a position or forward call, so they are watch items.
10:02
01 сен
01 сен
The author lists optical and networking tickers as beneficiaries of data center scale-across.
The author lists optical and networking tickers as beneficiaries of data center scale-across and copper-to-optical transitions, but provides no explicit position or forward call, so these are watch items.
Низ.
17:35
31 авг
31 авг
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
17:25
31 авг
31 авг
Cisco Silicon One in Saudi AI deployment.
Cisco Silicon One-based Ethernet and 800G optics form the backend network in Saudi AMD MI355X deployment; architecture could matter if sovereign AI template spreads.
Сред.
16:22
31 авг
31 авг
Seeking Alpha highlights AMD and Cisco's joint AI infrastructure venture in Saudi Arabia.
Seeking Alpha highlights AMD and Cisco's joint AI infrastructure venture in Saudi Arabia and AMD's strong fundamentals, but the post is a research summary rather than an explicit position call.
15:29
31 авг
31 авг
AMD, Cisco, and Humain announce plans to install up to 250 megawatts of AI infrastructure.
AMD, Cisco, and Humain announce plans to install up to 250 megawatts of AI infrastructure by 2027.
15:28
31 авг
31 авг
AMD, Cisco, and Humain announce plans to deploy up to 250 megawatts of AI infrastructure.
AMD, Cisco, and Humain announce plans to deploy up to 250 megawatts of AI infrastructure in 2027, a factual corporate partnership update.
13:22
31 авг
31 авг
"CSCO networking key to Saudi AI scale"
Buy CSCO as Silicon One networking is deployed in Saudi AI buildout; optics and interconnect demand scales with AMD GPU expansion toward 250 MW and 1 GW targets.
Сред.
13:14
31 авг
31 авг
AMD's Saudi deployment with HUMAIN is a factual operational update on production and future.
AMD's Saudi deployment with HUMAIN is a factual operational update on production and future capacity, not an explicit trade call.
Низ.
11:22
31 авг
31 авг
AMD, Cisco, and Human expand Saudi Arabia's AI infrastructure according to the news report.
11:16
31 авг
31 авг
AMD, Cisco and Humain are expanding Saudi Arabia's AI infrastructure according to the reported.
AMD, Cisco and Humain are expanding Saudi Arabia's AI infrastructure according to the reported news headline.
23:42
27 авг
27 авг
Good quarter overshadowed by conservative guidance.
Cisco had a really good quarter, and the stock's drop was solely due to conservative guidance, making it an absolute buy.
Выс.
22:11
27 авг
27 авг
Cisco sees moderate benefit from high-speed Ethernet adoption
Watch CSCO as broader high-speed Ethernet adoption supports networking opportunity, though hyperscaler and white-box competition remains intense.
Сред.
06:54
27 авг
27 авг
"Networking, optics, fiber names listed"
"AI-infrastructure value-chain names across networking, optics, photonics, and fiber are listed as beneficiaries; no explicit directional commitment or trade call."
Сред.
00:24
27 авг
27 авг
Research read-through notes on NVIDIA earnings map beneficiaries and risks across networking.
Research read-through notes on NVIDIA earnings map beneficiaries and risks across networking, server, and cloud names, but no explicit positions or forward calls are stated.
21:00
26 авг
26 авг
Cisco is an early adopter of Synopsys' new multi-physics design flow, indicating expansion beyond core AI chip makers.
Выс.
22:02
25 авг
25 авг
Daily semi-cap roundup reports OpenAI's custom ASIC with Broadcom, Navitas' acquisition.
Daily semi-cap roundup reports OpenAI's custom ASIC with Broadcom, Navitas' acquisition, Cisco-Supermicro partnership, and Nvidia's new networking layer as factual industry developments without author positions.
12:01
25 авг
25 авг
Cisco announces expansion of its secure AI factory in partnership with NVIDIA targeting.
Cisco announces expansion of its secure AI factory in partnership with NVIDIA targeting the rack-scale computing era.
22:20
22 авг
22 авг
Nomura lists SiPho transceiver value chain names.
Nomura published a silicon-photonics transceiver value chain report naming AXTI, LITE, COHR, MTSI, AVGO, NVDA, and CSCO; no directional view stated.
Сред.
08:28
22 авг
22 авг
The author lists leading companies across six future technologies as a research summary.
The author lists leading companies across six future technologies as a research summary of a professor's interview, without stating any personal positions or forward-looking trade calls.
10:00
21 авг
21 авг
Old tech leaders become momentum again.
The current rally has revived former momentum leaders like Ciena, Dell, and Cisco, which became momentum stocks again as durable old tech know-how rotated back into favor. This throwback stock revival is a notable part of the market.
Сред.
23:51
17 авг
17 авг
Buy Cisco on weak guidance negativity
Cramer views the negative reaction to Cisco's weaker guidance as a buying opportunity rather than a reason to avoid the stock, and says he would buy Cisco right here because of that negativity.
Сред.
23:51
17 авг
17 авг
Negative sentiment creates a buying opportunity.
The negative sentiment and weaker guidance following Cisco's earnings report actually present a buying opportunity.
Сред.
23:37
17 авг
17 авг
AI infrastructure breadth favors Cisco, Amazon, Nokia
Watch CSCO, AMZN, and NOK as Fabrinet’s broadening AI revenue points beyond GPU-centric infrastructure toward optical, networking, and custom compute.
Сред.
23:37
17 авг
17 авг
Fabrinet comms growth signals broader optical capex
Watch optical/communications vendors as Fabrinet’s 40% communications infrastructure growth signals a broader optical capex cycle beyond data-center reclassification.
Сред.
23:37
17 авг
17 авг
Cisco watch on Fabrinet optics read-through
Watch CSCO after Fabrinet's Q4 call as a read-through beneficiary of stronger coherent-optics and networking-system demand; no author position disclosed.
Сред.
13:00
16 авг
16 авг
BofA projects massive AI networking TAM growth.
Cites BofA projection that AI networking TAM will reach $245 billion by 2030, highlighting key networking players.
Сред.
Об аналитическом покрытии CSCO
Buzzberg отслеживает CSCO (Cisco Systems, Inc.) в 57 источниках. Бычьих сигналов: 46, медвежьих: 1, от 88 аналитиков. Сентимент преимущественно бычий (21%). Всего отслеживается 217 торговых идей. За последние 7 дней: бычьих: 2, наблюдение: 16. Последние спикеры: photoncap, Amit Daryanani, crux_capital_.