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