I have been talking about $CSCO for the past two to three months.

I may have been one of the first people on X or Substack to seriously discuss $CSCO from this angle.

Now it finally feels like Cisco is starting to get its moment.

If you have read my Optical Investment Map or my Cisco article, you probably already understand why the market is starting to re-rate Cisco.

For the full analysis, please see the article below.