“CSCO Still Has Niche in AI Trade: Kim Forrest Sees Data & Data Centers as Moat”
Cisco maintains leadership in networking/data centers; recommended for patient investors to watch.
It's time to switch to Cisco. It's time to shine a light on technology. So, you're talking about Cisco, in which you do n't currently own any shares . I think Cisco fits my worldview.
I'm always looking for companies in niche areas that do things that other companies don't, or are at the forefront of doing them. Cisco has been exactly that for a long time, in the field of networking, which I feel people are now tired of .