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Cisco Stock Discussion

Stock_Drift

Oct 4 15:31

$Cisco (CSCO.US)$

Check out this article from MarketWatch - Why Cisco is looking at investing in CoreWeave, a hot AI startup

CNNT

Sep 30 09:02

Sept profit/ loss sharing #10

The biggest winner in my portfolio now is ...
$Cisco (CSCO.US)$
I conclude my Sept P/L sharing with this positive note.
Wishing everyone is fruitful Oct.

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Brianjh

Sep 27 05:38

Mag7 vs 2000s Tech Bubble Comparison

This graphic compares today's Magnificent Seven stocks with seven of the top stocks from the 2000s Tech Bubble. Data was accessed from Goldman Sach’s Global Strategy Paper (Sept 5, 2024). Strength of the Magnificent Seven
In terms of market cap, the Mag 7 represents over 30% of the U.S. market, which is significantly more than the 19% held by the seven leading tech stocks in the 2000s.
$Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $NVIDIA (NVDA.US)$ $Amazon (AMZN.US)$ $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$ $Cisco (CSCO.US)$ $Intel (INTC.US)$ $Oracle (ORCL.US)$ $IBM Corp (IBM.US)$ $AMERICAN NORTEL COMMUNICATIONS INC (ARTM.US)$

Teach and Learn Together here!

Nzm Nhr

Sep 24 21:38

Wednesday morning. 25.9.24

Here's how it looks like while me sitting in the cafe waiting for customers & online orders during the midweek 😃 ☕ 🌯
Lot to catch up and learn. 🫠
#weemorning #shareyourprofitloss

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frankinglily

Sep 14 03:07

$NVIDIA (NVDA.US)$ is not $Cisco (CSCO.US)$ .

A Better Tomorrow

Sep 11 07:44

Can enter as long term ?

$Cisco (CSCO.US)$ Can invest ?

Brianjh

Sep 11 06:33

The AI Value Chain

Mapping out the current state of AI markets by : "Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
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...

Money Thrill : That the "AI app layer will ultimately determine the value of the industry as the current infrastructure buildout will become a bubble without value creation on the back end". That's a hypothesis ... for example.
The Danish company Nordic, a counterpart of Teleperformance. Nordic is a leading customer contact services company, similar to Teleperformance, offering solutions for customer service, technical support, and other business processes.
The use of artificial intelligence (AI) in customer contact services can deliver significant savings. According to recent reports, the use of AI can increase productivity by 30 to 50 percent
> 1. This is because AI systems, such as chatbots and automated responses, can take over many tasks that would otherwise be performed by employees. This allows companies to significantly reduce their personnel costs. In addition, AI offers the opportunity to improve the customer experience by providing 24/7 support and responding faster to customer questions
>2. This can lead to higher customer satisfaction and loyalty, which can also indirectly lead to cost savings. According to a McKinsey report, AI can automate up to 40 percent of total working hours in the Nordics. By Nordic was it millions of money because it no longer needed 300 employees. When the company announced this, Teleperformance fell to a low point precisely because it was not yet using AI.
So, is that a BUBBLE ? That's Fundamental business

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Money Thrill : I read a book about artificial intelligence and the problem is the PATTERN RECOGNITION in the Black boxes. This requires an enormous amount of human intelligence and commitment and takes months to train. It requires very large memory-intensive capacity. Perhaps $Micron Technology (MU.US)$ is already secretly making this at Imec Belgium, the largest laboratory in the world. 5000 engineers. The nano chips for 2035 exist already? But it is secretly. They have already buyed an Quantum lithography machine for nano chips?
Let me give you an example again. The recognition of clinical pictures with scanner, NMR or radiographic examinations is incredibly promising. Genome research also took 2 days instead of 14 years. One company succeeds, another shall fail. [Photo imec]

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Money Thrill : Perhaps Brian, we must look for the best Foundries and designers? Intel is too late? AMD also? A designer to help is, i suppose $ServiceNow (NOW.US)$? $Micron Technology (MU.US)$ for advanced memory-intensive chips in 2025? Have you other ideas or suggestions ? Nvidia also good and i suppose $Super Micro Computer (SMCI.US)$ also for the Tracks? $Qualcomm (QCOM.US)$ for the Snapdragon? $Arm Holdings (ARM.US)$ for patents or intellectual property rights. ?

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frankinglily

Sep 11 02:12

$NVIDIA (NVDA.US)$ is not the bubble.

Nvidia denies receiving DOJ subpoena, Can Chip Stocks Stabilize?

Ahmad Fidauddin

Sep 9 06:40

Columns Market Waves: Top Sectors for Opportunities #Weekly Market Pulse

Hi everyone, ahmad is here. This week, market participants will likely encounter a delicate balance between cautious optimism and risk aversion. The anticipated volatility arises from various key economic reports, sectoral shifts, and global developments. Here's a more detailed sector-by-sector analysis, with stocks and key beneficiaries mentioned:
1. Technology Sector
The technology sector remains under pressure, particularly afte...

Nvidia denies receiving DOJ subpoena, Can Chip Stocks Stabilize?

Mario Timberlake

Aug 29 07:32

AI landscape today compared to the internet in the late 1990s:
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...

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