Sundry Photography I presented a ‘Sell’ thesis for Cisco (NASDAQ:CSCO) in my previous article published in March 2024, highlighting their internal issue of inventory destocking and sluggish demands from Telco/Cable markets. The company released its Q4 result on August 14th , showing a 10.3% decline in total revenue. The stock price has underperformed the S&P 500 since my last article. The company announced a second round of job cuts this year and a shift in focus towards growth areas such as AI and cybe ...