What top creators are saying about Cisco Systems, Inc.(CSCO)

Cisco served as a historical valuation comparison, with a cited P/E ratio of 299. It was not discussed as a current investment recommendation.

Cited as a cautionary example of concentration risk after losing more than 90% of its value from 1999 to 2001.

Tom Lee compared the current technology environment with Cisco's sharp 1997 drawdown followed by a recovery; the historical comparison was presented as an analogy, not a guarantee.

The guest expects traditional SIEM architectures to evolve toward lake or lakehouse models, potentially requiring product transitions, but did not make a direct bearish call on Cisco.

Cited as a cautionary dot-com-era example: its stock fell 89% despite real revenue in the technology sector, illustrating that strong themes and business activity do not prevent sharp share-price declines.

Mentioned in a sponsor message as a provider of infrastructure for the AI era; no company-specific investment analysis or recommendation was provided.

Cited as a historical compounder but also as having experienced a long flat period, illustrating that past winners can stagnate.

Mentioned only in connection with its historical acquisition of AppDynamics; no current business outlook or stock thesis is discussed.

Cited as an example of an important technology company whose share price can still suffer large declines when market expectations and valuations reset.

Security and identity may grow in importance as AI assistants access sensitive information. Cisco was cited in a broad security discussion, but no specific stock investment case was offered.

Cited as a historical dot-com-era example, having traded above 200× earnings near the 2000 peak; this was not a current recommendation.

Discussed as a name to review or as an example from the hardware-stock list, without a clear standalone thesis.

Cited as a strong earlier hardware and supplier performer that lagged during Q3's rotation toward software.

A speaker said they were not following Cisco; no investment view was provided.

The host said he was not following the company.

The discussion referenced Cisco’s exposure to the AI boom but provided no performance figures, outlook, or investment conclusion.

Named as an infrastructure supplier that may benefit as AI investment broadens beyond chips.

Cisco is cited in an example involving a network-classification or blocking problem affecting a carrier. The discussion provides no investment view.

The host described Cisco as an established, diversified business but questioned whether its valuation after a large run leaves substantial further upside.

Revenue growth accelerated to 18% in the most recent quarter. Hyperscaler business is expected to roughly double in FY2027, while AI-related networking demand and an enterprise campus-network refresh cycle support growth.

Named as a participant in NVIDIA's Open Agent Safety Platform; no separate investment outlook or recommendation was provided.

Mentioned incidentally in a story about a former colleague; no investment view was offered.

The episode flags Cisco as a potential beneficiary of AI-related spending but provides too little information to assess the scale or durability of the opportunity.

AI adoption could increase demand for networking, security, and infrastructure observability, while partnerships with Palantir and NVIDIA may support secure AI infrastructure; customer adoption and business results remain to be demonstrated.

Featured as a customer speaker and attendee at Palantir's Sovereignty Bootcamps.

Gained early access to OpenAI's Daybreak cybersecurity initiative and specialized frontier security models to enhance enterprise offerings.

Established enterprise networking giant that faces potential disruption from smaller, agile competitors during major technological transitions like cloud and AI.

Reported a strong double beat for the quarter with networking revenue up 40% year-over-year and raised full-year fiscal 2027 AI revenue guidance to $7.5 billion.

AI revenue is growing from a low base, but profit margins face downward pressure from rising memory component costs, with potential for the stock to pull back toward $110 if margins degrade further.

Mentioned as competitor to NOK; affected by industry-wide cost fluctuations and lead-time issues.

Supportive for networking names due to NVIDIA's dark fiber buildout.

High-speed networking components are critical for allowing multiple GPUs to work together on massive AI models.

Revealed new strategic stakes in SpaceX and Rubrik.

Identified as a provider of critical infrastructure essential for the evolving AI and data center era.

Used as a cautionary historical reference for the 2001 tech peak; currently trading near all-time highs amidst bubble concerns.

Cited as a historical warning that buying AI at the peak can lead to a 'lost decade' for recovery.

Used as a historical cautionary tale regarding how long it takes to recover from a bubble burst.

Bullish outlook as a key supplier for AI infrastructure and tech equipment.

Listed among assets tracked in the broadcast ticker.

Favored by investors looking at networking and AI architecture beyond GPUs.

Leveraging advanced AI models to bolster cybersecurity offerings against AI-driven vulnerabilities.

Seeing tangible benefits from AI orders leading to double-digit stock price increase.

Raised annual sales guidance significantly due to hyperscale demand for AI networking and optics.

Beat Q3 estimates and raised FY26 AI infrastructure outlook.

Re-rated as a critical AI infrastructure play following a triple beat and raised AI infrastructure orders from $5B to $9B.

Opportunity in high-speed data transfer through routers, switches, and fiber optics for AI connectivity.

Acquired Jetro/Restaurant Depot, a $29 billion empire, highlighting its role in large-scale M&A and business consolidation.

Reached a 26-year high as the 'plumbing' of data centers sees a resurgence in value.

Likely to see increased demand for automated patching and AI-driven defense platforms like Cisco Duo as manual security becomes obsolete.

Noted for having mixed usage changes in the security sector.