What top creators are saying about Cisco Systems, Inc.(CSCO)— Page 2

Mentioned as a historical comparison to NVIDIA, where Cisco's stock price during the dot-com bubble was a 'valuation story' that detached from earnings, unlike NVIDIA which is described as an 'earnings story'.

Used as a historical parallel to NVIDIA. Despite being the essential 'picks and shovels' provider for the internet, Cisco's stock lost 90% of its value in the dot-com crash, serving as a warning that essential infrastructure providers are not immune to bubbles.

Presented as a historical warning; it was the dominant internet infrastructure provider in its time but lost 90% of its value in the dot-com crash and never fully regained its peak momentum, a fate that could befall today's market leaders.

Used as a historical comparison from the dot-com bubble, where it traded at a much higher valuation (60x-210x forward earnings) than current tech leaders like NVIDIA.

Mentioned as a cautionary tale of a company that had incredible growth but then stagnated and went decades without making returns, highlighting that past performance is not a guarantee of future results.

Identified as a beneficiary of the AI infrastructure build-out, as the renewed importance of 'sexy' data centers benefits companies providing fundamental networking components.

Used as a cautionary example of the dot-com bubble, where massive over-investment in infrastructure led to a stock price crash, highlighting a similar bubble risk for the current AI sector.

The discussion is overwhelmingly bullish, framing Cisco as a primary 'picks and shovels' play and a 'direct benefactor' of AI adoption due to the massive increase in demand for network capacity driven by AI workloads.