Calls
2
Jeetu Patel
President and Chief Product Officer, Cisco
Win Rate
50.0%
return
-1.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 30
$120.42
-4.0%
Cisco is entering a networking supercycle driven by AI agents that consume 450% more network bandwidth than humans, and by security needs in a post-Mythos world. Inferencing is as network and memory constrained as it is compute constrained. Cisco's vertically integrated platform (silicon, optics, hardware, software) and strong order growth (product orders up 35% last quarter) position it to capture this secular shift. The company is reallocating resources to higher growth areas, and the infrastructure upgrade cycle is just beginning.
AI Photonics
Long
Jun 16
$91.55
+0.1%
AI agents, working 24/7, consume massive network bandwidth and are creating a networking super cycle. New deskeside computing is distributing inference, further increasing demand for networking infrastructure.
Thematic ETFs
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Jeetu Patel has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: CSCO, IGV.
