Cisco Systems, Inc.
Cisco is used mainly as a historical comparison for today’s AI infrastructure leaders rather than analysed as a current investment. David Lin argued that the market rewards future promise over established technology, citing Cisco’s revenue growth without equivalent stock recovery 1. Dan Niles and Jim Chanos highlighted Cisco’s dot-com-era ordering collapse and drawdowns as warnings that infrastructure demand and backlogs can reverse quickly 23. A separate view was that Cisco could benefit as a supplier of networking equipment to data centres 6.
Where the voices land
Nobody took a position in september 2026.
Mentions
6 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dan Nathan 2 mentions
- Jeffrey Currie ++ 1 mention
- Andrew Polk 1 mention
- Gary Marcus 1 mention
- Eric Olander 1 mention
- James Chanos 1 mention
- Gary Bohm 1 mention
- Dan Niles 1 mention
See what your own voices say about Cisco Systems, Inc., every morning.
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