Cisco had an incredible quarter.
J2 has righted the ship hyperfocusing on AI Infrastructure
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When you re-cast EA's over and over and count them as new revenue to sustain all the Ops, temporary rev will show positively. But take a look at those margins.... woof.
Pretty pathetic actually. If you had sold all your Cisco stock 10 or 15 years ago and invested in ANY standard tech company, you would have easily quadrupled your investment by now and more likely 10 times. Cisco has continually su-ked/underperformed against every other competitor. And for those who say well at least they give regular nice dividends. the other tech companies do as well - or better.
Selling my Cisco stock 10 years ago was the best thing I ever did. It allowed to retire very early. If I had kept it, i'd still be swimming in the stinky swamp at cisco hq.
Emptied all shares at 78
"AI Bubble" meme is taking over, doesn't matter what fundamentals are at play, this market wants to sell off and has a ways to go
If its just a retrace, no worries, but Trump is so random (I voted for him, but still...) with stuff like Venezuela etc that you could just wake up one day to a Black Friday style crash
Cisco is just a bit player in this market, it will get pushed around in whatever direction the big players take it
@OP J2 will have a 10 mins meeting with you tomorrow morning.
@ag normal because folks have their portfolio set to sell if it hits a certain number. That drops the price back a bit often.
Nice try J2 stick to LinkedIn.
@a3 Already down to 77.
Check again
Back to 70 in 2 weeks time
Will go 82 today