Stock fell 7% despite a strong quarter with 'heroic' 10% revenue growth because its guidance only met, but did not beat, the market's high expectations for AI stocks.

Used as a historical cautionary tale, as it is still below its 2000 dot-com bubble peak, highlighting the risks of investing in over-hyped infrastructure plays.

Stock fell 7% despite an earnings beat because its guidance was not significantly higher than expectations, showing the market's demand for substantial outperformance.

Used as a historical example of extreme valuation, having hit a 215x P/E ratio in the dot-com bubble, to show current market valuations are not as extreme.

Mentioned as a strategic investor in xAI's $20 billion Series E funding round, highlighting its strategic positioning within the growing AI ecosystem.

Used as a bearish comparison for Ethereum. The prediction is that ETH, like CSCO, may never recover its bubble-era all-time high valuation.

Considered a stable AI play that is benefiting from AI spending and raised its guidance, but its overall earnings growth of 9% is weighed down by slower traditional businesses.

Reported strong earnings that beat expectations and provided strong forward guidance, causing the stock to rise over 5% in after-hours trading.

Used as a historical example of a great company whose stock still fell 90% during the dot-com bust, serving as a warning for today's overvalued tech giants.

Cited as a successful Sequoia-backed company that illustrates the long-term compounding potential of great companies in public markets.