13.05Open13.05Pre Close0 Volume77 Open Interest37.50Strike Price0.00Turnover0.00%IV-0.12%PremiumSep 20, 2024Expiry Date13.11Intrinsic Value100Multiplier3DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type--Delta--Gamma3.88Leverage Ratio--Theta--Rho--Eff Leverage--Vega
Cisco Stock Discussion
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of tha...
1. Technology Sector
The technology sector remains under pressure, particularly afte...
1. During the internet infrastructure buildout, $Cisco (CSCO.US)$ revs increased ~15.5x over 6 years from the end of 1994, when Netscape Navigator (the first mass internet browser) was introduced, to its peak and Cisco’s stock rose ~4000%.
2. $NVIDIA (NVDA.US)$ , since the end of 2022 when OpenAI’s ChatGPT was introduced, has seen revenues go up “only” 5x over the past 7 quarters through today’s results with the stock up “only” 7...
I focus on stocks that are resilient to the outcome of the 2024 election, prioritizing broader economic trends and company fundamentals over political fluctuations.
Two sectors expected to perform well regardless of election results are defense and cybersecurity. In the defense sector, companies such as $Northrop Grumman (NOC.US)$, $General Dynamics (GD.US)$ and $Lockheed Martin (LMT.US)$ are well-positioned due to ...
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