Feb. 13 at 2:44 PM
$ANET is your 'daddy'
$CSCO
Bottom Line ANET is the clear high-growth AI winner right now — 25–30%+ revenue growth, exceptional margins, and a sharply raised 2026 outlook. It is benefiting disproportionately from the shift to Ethernet in AI back-end networking.CSCO delivered a solid, broad-based quarter with accelerating product orders and AI momentum, but its much larger, more diversified business means slower overall growth and near-term margin compression. It remains a stable cash-flow machine with a healthy dividend.Investor takeaway Want pure AI/data-center networking leverage and high growth → ANET looks stronger post-earnings.
Want diversified networking exposure, recurring revenue, and a dividend → CSCO is still delivering, just at a more modest pace. Both stocks are reacting to the AI theme, but the market is clearly rewarding the faster grower with the cleaner AI story (ANET) while punishing the one with margin noise (CSCO).
https://x.com/i/grok/share/96ff2a4198034812870b9bb1a8d42957