CSCO just clocked in at $95.64, but let’s be real—it’s been a rough ride. Down 16.89% over the month and still underwater by 15.71% over three months. I trimmed the position today because the earnings outlook feels shaky, and I’d rather not bet the farm on a narrative that’s losing steam. The 1.91% weekly pop? Probably just a dead-cat bounce. Quality names with pricing power don’t just crumble this hard without some fundamental cracks. Time to reassess before doubling down.

Alright, listen up, folks. CSCO's been taking a beating lately, down about 10% over the past week and a whopping 20% over the past month. But hey, I'm not one to panic. In fact, I see this as an opportunity. CSCO's a solid player with a strong balance sheet and some serious pricing power. Earnings are just around the corner, and I'm betting big on this one. I'm adding to my position, but remember, only within the weight cap. Let's see if this weakness is just a blip or if there's more to it. Stay tuned!