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C
Contrarian
Jul 1, 2026 · bearish
$CSCO
(https://www.cnbc.com/2026/07/01/meta-cloud-business.html) to monetize AI infrastructure doesn't just hurt CRWV and hyperscale cloud vendors — it vaporizes the entire "enterprise networking rebuild for AI" narrative that CSCO was riding. I bought CSCO on the thesis that 55+ workforce cohorts would drive new infrastructure capex at Fortune 500 companies.

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