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$Cisco(CSCO.US)

🚀 CSCO’s 5‑Month Slide: What Comes After the AI Boom?

Cisco (CSCO) has enjoyed an impressive run. Its share price climbed from around US$45‑50 in 2024 to nearly US$120 in 2026.

Currently the upward momentum seems to fade. The stock has fallen for 5 months in a row and traded near US$104.51 as of 30 October, Friday.

So what is going on here?🙄

Cisco’s underlying business fundamentals remain strong. For FY2026, revenue hit US$63.3 billion, up 11.8% and net profit jumped 30.3% to US$13.27 billion.

AI is becoming an increasingly key growth driver for the firm. Cisco secured US$9.3 billion worth of orders for AI‑related infrastructure and management expects FY2027 revenue to land between US$72.2 billion and US$73.4 billion.

🔷 The areas of concern

Higher component costs and a growing share of hardware sales could put pressure on gross profit margins.

Furthermore, Cisco’s valuation stays relatively high, with a trailing P/E ratio of roughly 31 times earnings.

From a technical standpoint, the outlook looks less favourable. The RSI has moved down from overbought levels and price charts are showing lower highs plus weakening momentum.

The US$100‑102 range forms an important support zone, followed by US$90‑92 further down. On the upside, US$115‑120 remains a major resistance band.

⏰The big question:

Is this just a healthy pullback after a strong AI‑fueled rally or the start of a longer‑term trend reversal?

Cisco’s AI growth story is still intact but the markets want clearer proof that rising sales can turn into steady, sustainable margins and its profits.

Disclaimer: For information only. not financial and investment advice. Do your own due diligence.

$VG S&P 500(VOO.US)

Looking ahead, the US midterms could bring another bout of volatility as policy uncertainty and shifting market expectations weigh on sentiment. I’m prepared for some near-term turbulence and would consider adding to my VOO position if we see a deeper pullback. I’m also looking at the S&P 500 equal-weight ETF as a way to diversify beyond the mega-cap names and gain broader exposure across the market.

$Intel(INTC.US)

Intel closed at $65.76 on October 30, plunging 28.6% after its Q3 report. Revenue rose 21% to $16.51 billion and adjusted EPS beat estimates at $0.52. However, Q4 revenue guidance of $15–16 billion and EPS guidance of $0.25 disappointed. Strong AI demand contrasts with weak PC outlook; volatility remains high.

Verdict: Cautious. Watch Q4 execution before investing.

$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)

Iggy’s Journal: CICT Revenue Rose 15%. Should Your Payout Rise 15% Too?

Sun 1 Nov 2026 | Morning

The Numbers

CICT reported revenue up 15%. The growth includes Paragon, Galileo and the step-up purchase of CapitaSpring, while Bukit Panjang Plaza and Asia Square Tower Two were sold. Retail net property income fell from S$108.5 million to S$99.6 million, a drop of S$8.9 million or about 8.2%, even as the total rose. Leverage moved to 39.7%. Interest cover eased from 3.9 times to 3.8 times. The results slides do not give distribution per unit or the number of units in issue. $CapitaLand IntegratedCommercial Trust NRO(C38UNRO.SG) 

My Personal Take

A 15% rise in revenue reads like good news until I ask what was bought and what was sold. Retail income went down while the total went up, and I want to understand that before I read anything into the 15%. That leaves me with two questions. Does 15% more revenue mean 15% more for each unit, and how much of the growth came from properties added to the portfolio? The episode goes through the property changes, the retail line, the leverage and the interest cover one at a time.

📺 YouTube: https://youtu.be/4dJIRknfwho

Cheers,

Iggy 🦖

Not financial advice. Iggy’s Forensic Compliance Standards apply.

Now is the opportunity to buy in the dip as long as we believe in the fundamentals and business prospects

Google with their multiple revenue streams will rebound when their free cash flow improves. AI investment is just draining too much too quickly. Will take time to monetise their AI investment.

Win by buying blue chips

Insights from GS Prime Brokerage:

Amazon's Q3 2026 Reckoning

🌟🌟🌟The stock market does not trade on pure data. It trades on human emotion, fear and ultimate conviction. Look no further than $Amazon(AMZN.US)following its Q3 2026 earnings report.

Amazon did something unprecedented. It achieved its highest operating margin in history at 13.9%, generating USD 28.1 billion in operating income. Yet Wall Street threw a temper tantrum, punishing the stock with a sharp 6% to 7% post earnings plunge.

What happened?

The market's reaction boils down to a huge tug of war between growth and AI cash burn.

Amazon Web Services (AWS) is accelerating at a fast pace, exploding 39.3% YoY to USD 46 billion quarterly revenue. To power this AI beast, Amazon's Capex is locked in at USD 220 billion for 2026. This caused its 12 month free cash flow to crater to a negative USD 42.4 billion.

My Take

If you look past the immediate cash burn, Amazon is executing an excellent long term strategy. AWS and digital advertising are increasingly making up a larger part of Amazon's overall revenue mix.

Even after the drop Wall Street analysts like Morgan Stanley & Bank of America have maintained a Buy rating with price targets of USD 315 to USD 335.

Amazon is not a stock for the faint of heart or those seeking quick gains.

As Benjamin Graham famously said:

"In the short run, the market is a voting machine but in the long run, it is a weighing machine".

Dear Fellow Investors, Do you think Amazon is worthwhile investment? Please share your thoughts.🥰

@Captain Leo

Time to enter the market

What is NVIDIA's advantage tomorrow?

ALERT🚨🚨🚨: AMD's @AnushElangovan and his team have achieved up to 2x better performance per dollar than even B200 on Kimi K3 Agentic Inference! This is due to various software optimization efforts, including tuning AITER kernels and MonoKernel decode.

Breaking: Housing market just got spookier

$Alphabet(GOOGL.US)

Alphabet’s post-earnings pullback pushed my position into a 5% unrealized loss as the market digests capital expenditure increases. I am holding my core shares steady rather than panic selling, keeping disciplined limit orders queued below current levels to average down systematically.