May. 15 at 5:14 PM
$INTC and
$CSCO were framed as more than just earnings trades.
The thesis was that “boomer stocks” with entrenched systems, financing, infrastructure, and U.S. strategic importance would become the new inflationary assets in an AI-driven reshoring cycle.
Intel’s 2026 target was reached months early as semis went parabolic, while Cisco’s earnings beat pushed the stock from an
$82 defense zone to a
$122 after the print.
Investors who stayed “long and strong” in Cisco and Intel successfully captured multiple overlapping macro trends at once.
https://youtube.com/shorts/oHbrt8YHUjs?feature=share
