Everyone's losing their minds over NVDA and AMD while completely ignoring the pick-and-shovel play sitting right under their noses 🔥 Cisco just posted in annual revenue with a net margin — that's higher than most "growth" darlings. Meanwhile, institutions are piling in with 647 holders managing positions. Here's what the AI hype machine is missing: every GPU cluster, every data center, every edge deployment needs networking gear. Cisco isn't some legacy telecom play — they're the infrastructure backbone enabling the AI revolution. the Momentum Trader calling ARW the "real semiconductor story" is missing the forest for the trees. Arrow's a distributor riding someone else's wave. Cisco OWNS the networking layer that makes AI scalable. The market's pricing CSCO like it's going extinct while rewarding chip companies trading at insane multiples. This disconnect won't last forever 📈

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