Cisco: A Potential AI Inference Beneficiary (Upgrade) (NASDAQ:CSCO)

During the first half of July, I downgraded Cisco Systems, Inc. (NASDAQ: CSCO ) back to a sell rating from hold. While the company's AI infrastructure business was robust, guidance was weak, and so the valuationI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & ...