The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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CSCO

Cisco Systems, Inc.Partly aligned
Close 109.18 (2026-10-15)28 days -1%1Y +57%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
1
No stance
0
Bearish
0
Accounts BullNeuBearNone
@charliebilelloViews ›0100
@StockSavvyShayViews ›1001

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Fundamentals
  • @StockSavvyShay: $NVDA and $CSCO introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections. Nvidia supports both pluggable and co-packaged optics, giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bullish First call
Fundamentals · Medium term · $NVDA and $CSCO introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections. Nvidia supports both pluggable and co-packaged optics, giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales.
2026-10-12 23:04 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.
2026-10-11 23:11 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 3 posts · Bull 1 / Bear 0
    @StockSavvyShay: $NVDA and $CSCO introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections. Nvidia supports both pluggable and co-packaged optics, giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales. (Bullish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

CSCO Bullish2026-10-12 23:04 HKTOriginal post ↗

$NVDA and $CSCO introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections. Nvidia supports both pluggable and co-packaged optics, giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales.

See original

$NVDA and $CSCO just introduced a new pluggable optics standard supporting 400 Gb/s per lane and up to 6.4 Tb/s per module as AI networks demand faster connections. Nvidia is supporting both pluggable and co-packaged optics rather than replacing one with the other giving suppliers like $AAOI, $COHR and $LITE a longer runway as AI networking scales.

Image 1 ↗ Image 2 ↗

Reasoning: Fundamentals · Medium term

CSCO Neutral2026-10-11 23:11 HKTOriginal post ↗

Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.

See original

Price to Sales Ratio (TTM Sales) SpaceX: 103 Palantir: 87 CrowdStrike: 52 AMD: 24 Broadcom: 20 NVIDIA: 19 Applied Materials: 13 Tesla: 13 Microsoft: 12 Apple: 11 Google: 10 Micron: 9 Intel: 9 Meta: 8 Cisco: 7 Netflix: 6 Oracle: 6 Amazon: 4 S&P 500: 3.5

Reasoning: Valuation Specific

No-stance mentions (1)
CSCO No stance2026-10-12 21:06 HKTOriginal post ↗

@StockSavvyShay says $AMD launched Helion, an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI, as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost-effective AI model.

See original

$AMD just launched Helion which is an AI agent rack with up to 33K EPYC cores backed by $DELL, $HPE, $CSCO and $SMCI as agents drive more demand for CPU compute beyond GPUs. AMD is also building in a token router that sends each request to the most cost effective AI model.

Image 1 ↗

Reasoning: Catalyst · Medium term

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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