CSCO
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by Jordi Visser 2mo ago
IN TRACKED PORTFOLIOS
LONG5d ago
“UPS, Cisco, Jable, Centine and Walmart... you can see these companies they have a lot of revenues but they have a lot of expensive a lot of employees... if you can start to use agents for the workflow”Jordi Visser
Cisco unlocks a 20% earnings jump simply by deploying AI agents to slash its massive employee friction and expenses by a mere 5%.
CSCOLONG@ $114.35
$117.78+3.00%
since call Jul 26
peak +3.0%
LONG1mo ago
“It is Arista's direct rival, the incumbent a cleaner thesis usually bets against, and its numbers are bending the same way.”JP Insights
Cisco's AI orders bending up 4.5x from a different seat confirms the demand is real, not one story.
CSCOLONG@ $129.15
$117.78-8.80%
since call Jun 5
LONG2mo ago
“Cisco had a blowout report, stock was up I think 15% that day. … agentic AI was projected to grow about 2.5 times over the next decade…”Jordi Visser
Cisco is repricing on AI traffic; agentic AI traffic jumps to 9x vs 2.5x prior, blowout report
CSCOLONG@ $119.08
$117.78-1.09%
since call May 31