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I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.
Visa (V), Caterpillar (CAT), Waste Management (WM), PG, TSM, CSCO, VST, NFLX, and SOFI to name a few.
CSCO, IBM, CAT Boring as hell but they get busy.
I’m holding CSCO too lol CSCO is a buy imo 😅
I hope NVDA is doing damage control. NVDA is the CSCO of the AI.
This is the dumbest argument for it not being CSCO. Someone who bought CSCO in 1990, only 10 years before the peak, was up 96150% from the IPO price. Being up over a long period of time doesnt preclude it from having a huge sell off. Im not saying it …
What’s wrong with CSCO?
Perhaps NVDA is the next NVO - or probably rather the next CSCO 😱
CSCO my ass, holding NVDA since 2008 Yo
My portfolio is the following, equal weighted(can't be bothered to type it out manually, hoping it pastes from a spreadsheet well): || || |AVGO| |NVDA| |META| |JPM| |NFLX| |PLTR| |WMT| |V| |ORCL| |CSCO| |FIX| |TWLO| |CW| |CIEN| |TLN| |USFD| |WWD| |LITE| |FLEX| |CASY| |IDCC| |AWI| |DY| |TTMI| |EAT| |SANM| |CTRE| …
VOOG, may switch to VOO PLTR, NVDA, WDC, Looking into adding APLD back and QBTS, HOOD, CSCO Im only holding PLTR, NVDA and WCD as of now. I did a rebalance when the stocks dipped for taxes. I figure if its going back up eventually, Im already up alot, and …
wild. certain tickers like WBD, CSCO, ADBE just got nuked on that pump
>What do you think? Are we setting up for another run higher or is it different this time? It's not different. Human psychology never changes. Fear and greed rule the market. I agree, we are in a powerful bull market undergoing a normal pullback. Whether it ended on Friday or …
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It would be so ironic if the AI bubble broke at the same time, when CSCO, the leader of dot-com bubble, reached ATH from that time...
CSCO, AMAT
Best part about the CSCO collapse back then was it pretty much had ZERO bearish analysts. Imagine that!
Anyone remember $CSCO in 1999? [two years ago in wsb](https://www.reddit.com/r/wallstreetbets/comments/14bikcp/nvda_vs_cisco_dot_com/)
Yes and no, you really need to compare AI issues with those responsible for the Internet build out - just look at the charts for QCOM and CSCO in the late 1990-early 2000 - the stock exploded, they did circular financing for additional equipment sales, once sales reach stability levels, …
It is a good company and will continue to generate profits for decades to come. However the stock is priced for astronomical growth in profits and if the crazy AI spending slows down or heaven forbid stops or even doesn't grow at the expected rate the PE ratio will drop …
CSCO inexplicably printing is an evergreen statement. Months ago: https://www.reddit.com/r/wallstreetbets/s/brF3DEVDom This week: https://www.reddit.com/r/wallstreetbets/s/TrwkRw8FV4
Y-axis is literally “size of bubble” lol. wtf does that even mean? I wonder why people stopped doing that stupid overlay of CSCO and NVDA charts, oh wait maybe because the current “bubble” stocks are actually backed by real earnings and revenue. Obviously there’s stocks like PLTR and OKLO that …
Securing another bag by locking in $CSCO gains Glad they were up after earnings but it’s time to liquidate another one of my holdings and sit on cash. I picked up a bunch of these when it was trading around $40 so I’ve been holding on these for quite sometime …
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Total Off-Exchange Volume: 3.8 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 1/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 10, 2025 | Jared Moskowitz | $8,000 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| Nov 24, 2025 | Wong Maria Victoria | $740,900 |
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 394,893,400 | $30.4 billion | 0.0999% | Sep 30, 2025 |
| Blackrock Inc. | 376,229,920 | $28.9 billion | 0.0952% | Sep 30, 2025 |
| State Street Corporation | 194,463,199 | $15.0 billion | 0.0492% | Sep 30, 2025 |
| Geode Capital Management, LLC | 101,018,304 | $7.8 billion | 0.0256% | Sep 30, 2025 |
| Charles Schwab Investment Management, Inc. | 76,353,025 | $5.9 billion | 0.0193% | Sep 30, 2025 |
| Morgan Stanley | 75,119,906 | $5.8 billion | 0.0190% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 74,299,322 | $5.7 billion | 0.0188% | Sep 30, 2025 |
| FMR, LLC | 73,505,038 | $5.7 billion | 0.0186% | Sep 30, 2025 |
| NORGES BANK | 55,013,326 | $4.2 billion | 0.0139% | Jun 30, 2025 |
| Invesco Ltd. | 53,612,720 | $4.1 billion | 0.0136% | Sep 30, 2025 |

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