$CSCO 0.62 Developing

Notable posts

• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @WOLF_Financial neutral 704 eng

  HERE ARE THE WORLD'S 50 MOST VALUABLE COMPANIES AS OF JUNE 2026 TECHNOLOGY (22 of the top 50): NVIDIA $NVDA: $4.8T Apple $AAPL: $4.3T Alphabet $GOOGL: $4.2T Microsoft $MSFT: $2.8T SpaceX $SPCX: $2.1T TSMC $TSM: $2.3T Broadcom $AVGO: $1.8T Samsung: $1.5T Meta $META: $1.4T SK Hynix: $1.2T Micron $MU: $1.2T AMD $AMD: $848B Intel $INTC: $665B ASML $ASML: $685B Arm $ARM: $391B Cisco $CSCO: $478B Oracle $ORCL: $476B Applied Materials $AMAT: $465B Lam Research $LRCX: $464B KLA $KLAC: $319B Tencent: $485B Kioxia: $313B CONSUMER DISCRETIONARY: Amazon $AMZN: $2.5T Tesla $TSLA: $1.4T Home Depot $HD: $324B ENERGY: Saudi Aramco: $1.7T ExxonMobil $XOM: $579B Chevron $CVX: $350B FINANCIALS: Berkshire Hathaway $BRK: $1.1T JPMorgan Chase $JPM: $895B Visa $V: $625B Mastercard $MA: $431B Bank of America $BAC: $411B Morgan Stanley $MS: $357B Goldman Sachs $GS: $323B China Construction Bank: $382B Agricultural Bank of China: $326B ICBC: $308B HSBC $HSBC: $328B CONSUMER STAPLES: Walmart $WMT: $950B Costco $COST: $425B Procter & Gamble $PG: $351B Coca-Cola $KO: $346B HEALTH CARE: Lilly $LLY: $987B Johnson & Johnson $JNJ: $576B AbbVie $ABBV: $415B UnitedHealth $UNH: $372B INDUSTRIALS: Caterpillar $CAT: $453B P&G $PG: $351B (also listed under consumer staples) GE $GE: $372B (Photo Credit: VisualCapitalist)

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• @TrendSpider bearish 251 eng

  Michael Burry compares Nvidia $NVDA in its current state to Cisco $CSCO during the dot-com bubble. He says Nvidia is even more concentrated than Cisco was; “NVIDIA is hurt badly if just one customer pulls back,” Do you agree? https://t.co/wC9rkLOccL

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• @enrichtrades bullish 108 eng

  $CSCO Need I say more?? Bull flag, structure, sector, sentiment More confluences the better https://t.co/GH9VMWmDKH

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• @TrendSpider neutral 103 eng

  Scanning for leading stocks (outperforming at least 85% of the $SPY) near the 50SMA... ⬇️👀 Texas Instruments $TXN Seagate $STX Western Digital $WDC GE Vernova $GEV Corning $GLW Warner Bros Discovery $WBD Nucor $NUE Franklin Resources $BEN Cummins $CMI FedEx $FDX Caterpillar $CAT Viatris $VTRS Cisco $CSCO

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• @wallstengine neutral 66 eng

  Equinix $EQIX is expanding its collaboration with Cisco $CSCO and NVIDIA $NVDA to deploy secure AI factories across its global data center footprint.

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• @Venu_7_ bullish 213 eng

  One of the biggest AI infrastructure themes I'm watching over the next 3-5 years is optics. Every new AI data center requires significantly more high-speed optical transceivers, coherent optics, optical DSPs, switches, and fiber connectivity than traditional cloud infrastructure. As clusters grow from tens of thousands to eventually millions of GPUs, the demand for bandwidth grows exponentially. That's why I believe Lumentum $LITE, Marvell Technology $MRVL, Ciena $CIEN, Applied Optoelectronics $AAOI, and Corning $GLW could be some of the biggest beneficiaries over the next few years. - Lumentum $LITE: EPS expected to grow from $6.21 to $28.70 by 2028. - Ciena $CIEN: EPS expected to grow from $3.09 to $14.40 by 2028. - Marvell Technology $MRVL: EPS expected to grow from $2.96 to $9.20 by 2029. - Applied Optoelectronics $AAOI: EPS expected to improve from -$0.66 to $4.75 by 2027. - Corning $GLW: EPS expected to grow from $2.11 to $5.84 by 2028. On average, these optics leaders are expected to grow EPS by nearly 3.8x (+279%) over the next 3-5 years, highlighting just how powerful the AI infrastructure buildout could be for the sector. Other names I'm watching in the ecosystem include Arista Networks $ANET, Coherent $COHR, Cisco $CSCO, Viavi Solutions $VIAV Compute, networking, optics, memory, storage, cooling, and power all need to scale together. I believe optics will become one of the most important picks-and-shovels themes of the AI infrastructure buildout over the next decade. Most of these stocks are currently testing or sitting near their 200-day moving averages, which I view as a healthy reset within a longer-term uptrend rather than the end of it. If AI infrastructure spending continues to accelerate, I believe this group could still be in the early innings of a much larger secular growth story.

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• @StockOptionCole bullish 87 eng

  $DELL I don't believe the real move happened yet The momentum just isn't there YET Stay truly patient for the real breakout to 500, 525. This could be 600 before we realize Computer Hardware / Cloud Server stocks are getting bought up fast on this 8Week MA pullback $ARM $HPE $DELL $CSCO

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