Buy CSCO by Aug 13, 2026.

CSCO jumped about 15% after earnings, which got me thinking about where the real AI opportunity actually is. Most investors are still keyeing into the obvious AI names, but some of the bigger winners might end up being the companies building the backbone of all this, networking, servers, and enterprise infrastructure. If AI spending keeps rising, it’s not just about software getting smarter. It also means more data moving around, heavier workloads, and much more demand on the systems holding …