Cisco, Not a Reinvention
Cisco’s recent stock highs don’t signal a breakthrough so much as a long-delayed re-rating. Cisco Systems, Inc. hasn’t reinvented itself or unlocked a new category; it’s doing what it has always done well—selling essential networking infrastructure—at a moment when AI-driven data center spending has reminded the market how indispensable that role is. The business model, margins, customers, and innovation cadence remain fundamentally unchanged, and the AI narrative positions Cisco as connective tissue, not a category creator. What looks like a breakout is really valuation gravity catching up after years of neglect, powered by relevance and execution rather than transformation.
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