$CSCO
Cisco Systems1/10Does he own it?
CSCO never appears as a standalone position. It shows up only inside sector lists (silicon photonics/CPO supply chain, an equal-weighted index recap, and a list of speculated Aehr customers). No first-person buy/hold/add/size statement for Cisco. When he names his own winners he cites other names, not CSCO.
His thesis
Cisco is mentioned only as one component of the silicon photonics / co-packaged optics (CPO) ecosystem, specifically tagged on the DCO (digital coherent optics) side alongside Nokia, Ciena and Coherent. It is also flagged as a possible new silicon-photonics customer for Aehr. He has no dedicated thesis on Cisco itself; it is a minor name within his broader bullish call on a multi-year photonics supercycle driven by AI deployment.
How his view evolved
No real evolution. Across all three posts CSCO stays a peripheral supply-chain mention; it never graduates into a focus name or owned position, and it was among the weakest YTD performers in his sector recap.
Key points
- Mentioned only within CPO/photonics supply-chain lists, tagged on the DCO side
- Cited as one of his sector's worst YTD performers (~+3%), not a winner he owned
- Floated as a possible new silicon-photonics customer for Aehr
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $CSCO on X ↗