Cisco Systems Inc (CSCO)

$SMCI $CSCO can provide $SMCI with some cheap financing. They’re sitting on $15BN cash

$CSCO the tutes know impatients is retails weakness, just look at the big banks profits from trading in volitility. Stick with it and take your 10%

$CSCO it will be gradually climbing higher and higher from here

$CSCO the accumulation at 110-111 has gotta be huge. Everytime it drops below that point it instantly goes back to 111, its having a hard time getting 113. So let's get 113 soon then the push begins! 120 seems way more likely at this point than 105.

$CSCO never going to touch 113. What the hell is this

$CSCO sitting right at a key level here. Volume's been drying up on the recent pullback, kind of a coiling pattern. Watching to see if bulls defend this zone or if it breaks down. Chart's at a decision point.

$CSCO shit show begin

$CSCO is going to pop up

$CSCO it can’t crack 112.40

$SMCI 🐂 — THE NUMBERS ARE GETTING HARDER TO IGNORE Bears keep trading the narrative. I’m watching the business. 📊 Q4 FY26: • Revenue: $11.1B vs. $5.8B YoY — nearly +91% • Non-GAAP gross margin: 17.6% vs. 9.6% YoY • Net income: $1.18B vs. $195M YoY — roughly 6X • Q1 FY27 guidance: $14.5B–$15.5B • FY27 revenue guidance: $65B–$72B Now add the bigger picture: $60B+ in new orders during Q4, AI infrastructure demand, liquid cooling, rack-scale deployments, and relationships across the ecosystem with $NVDA, $AMD, xAI $SPCX PLUS the recent $CSCO opportunity. That’s why I remain extremely bullish. The market is pricing $SMCI like the growth story is ending while management is guiding toward $65–$72 BILLION in FY27 revenue. Eventually, revenue + earnings + margins + AI demand overpower the noise. I’m betting on the numbers. 🐂🔥

$AMD $CSCO $NVDA $SMCI

$SMCI 🚨 — THE AI INFRASTRUCTURE SHIFT IS MOVING DIRECTLY INTO SUPERMICRO’S SWEET SPOT. Cisco + NVIDIA + Supermicro are expanding Cisco’s Secure AI Factory, pairing Cisco networking with SMCI liquid-cooled servers for NVIDIA’s next-gen Vera Rubin NVL72 and HGX Rubin NVL8 platforms. And liquid cooling is becoming the standard: 🔥 33% penetration in 2025 🔥 53% in 2026 🔥 60% projected in 2027 Now combine that opportunity with SMCI’s latest numbers: 💰 Q4 FY26 revenue: $11.1B 💰 Q4 net income: $1.18B 📈 Q1 FY27 revenue guidance: $14.5B–$15.5B 🚀 FY27 revenue guidance: $65B–$72B As GPUs become hotter and more power-hungry, AI factories need compute + networking + power + liquid cooling. $NVDA builds the engines. $CSCO connects them. $SMCI helps turn them into deployable AI factories. The technology trend AND the financial growth are pointing in the same direction. 🔥 $NVDA $CSCO $AMD

$AMD $CSCO $GOOG $NVDA $SMCI

$CSCO Share Price: $111.11 Contract Selected: Sep 18, 2026 $110 Calls Buy Zone: $2.91 – $3.59 Target Zone: $5.36 – $6.56 Potential Upside: 74% ROI Time to Expiration: 22 Days | Updates via https://fxcapta.com/stockinfo/

$CSCO shit show again following nvda

$CSCO we need to get to $114 for a reversal!!

$CSCO all competitors red, Cisco ✅✅✅

$CSCO why the hell is thing barcoding like a penny stock?!

$SMCI 🐂 BULL THESIS JUST GOT STRONGER The Cisco–Supermicro development could be much bigger than the market is giving it credit for. Cisco partners are reportedly looking at Supermicro to help fill gaps created by UCS server shipment delays. In AI infrastructure, that matters because TIME = MONEY. Customers don’t want to wait months while billions of dollars of GPUs and data-center capacity sit idle. That plays directly into Supermicro’s strategy: ⚡ Time-to-Online (TTO) — get AI infrastructure deployed faster. 🤝 Expanding ecosystem alongside $CSCO, $NVDA, $AMD and $SPCX . 🏭 Massive rack-scale manufacturing and liquid-cooling capabilities. 📈 Positioned directly in the middle of exploding AI infrastructure demand. And this is why raising capital shouldn’t automatically be viewed as bearish. Dilution used to fund capacity, inventory and growth can create substantially more enterprise value than it costs shareholders if management executes. The market keeps looking at SMCI through the rearview mirror. I’m looking at where the AI infrastructure dollars are going NEXT. Cisco + Supermicro could open another major distribution channel at exactly the right time. The race isn’t just about who has the best server. It’s about who can get AI COMPUTE ONLINE FASTEST.

$CSCO https://www.nasdaq.com/articles/cisco-expands-secure-ai-factory-nvidia

$SMCI 🚨 BULLS — THIS CISCO/NVIDIA NEWS IS BIGGER THAN IT LOOKS. AI infrastructure is hitting a wall: power and heat. And liquid cooling is quickly becoming the solution. Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with Supermicro, combining Cisco networking with SMCI’s high-density liquid-cooled GPU servers for NVIDIA’s next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. 🔥 TrendForce expects AI-chip liquid-cooling penetration: 2025: 33% → 2026: 53% → 2027: 60% That matters because Supermicro has been pushing rack-scale liquid cooling aggressively while AI racks become hotter, denser and more power hungry. Look at the ecosystem being built: $NVDA — next-gen AI compute $CSCO — networking + AI infrastructure $SMCI — rack-scale servers + liquid cooling $AMD / $GOOG — increasingly powerful processors accelerating the same cooling transition This isn’t just about selling servers anymore. The industry is redesigning the ENTIRE AI rack around compute, networking, power AND cooling. And $SMCI is sitting directly in the middle of that transition. The market keeps treating Supermicro like an ordinary server company while Cisco and NVIDIA are literally integrating its technology into next-generation AI infrastructure. Liquid cooling is moving from optional → ESSENTIAL. And SMCI already has a seat at the table. 🚀🔥 The AI infrastructure buildout is far from finished.

$SMCI $NVDA $CSCO 🚨 BULLS — THIS IS BIG. Cisco + Supermicro + NVIDIA. 🔥 Cisco is expanding its Secure AI Factory with NVIDIA by adding Supermicro rack-scale AI computing solutions. This puts SuperMicro right in the middle of another major AI infrastructure ecosystem: 🔥 Cisco AI networking 🔥 Supermicro high-density rack-scale systems 🔥 NVIDIA reference architectures & AI software 🔥 Built for massive AI training, inference, neoclouds & sovereign clouds 🔥 End-to-end infrastructure designed to deploy AI faster and with less risk And here’s the part bears should pay attention to: Cisco specifically highlights Supermicro’s global supply-chain expertise as part of helping customers overcome GPU, memory and delivery challenges. This isn’t hype. Major technology companies are choosing SMCI infrastructure to help build the AI factories of the future. NVIDIA 🤝 Cisco 🤝 Supermicro The AI infrastructure buildout is accelerating, and SuperMicro keeps showing up where the money is being spent. Still think SMCI is just another server company? Keep watching. 🚀🔥 $SPY $QQQ