Cisco (CSCO)

It doesn't matter what AI platform is used, Cisco wins. Cisco provides the infrastructure for all the platforms. That's what she likes about it, plus their 5% free cash flow yield.

He bought Cisco after they released a great quarter and upgraded guidance. Expects it to bounce.

Has owned this since 2015 and has outperformed the market at a low beta. It was priced for perfection, so shares fell after they reported. But their topline is growing, the valuation is terrific and they're in the AI space.

It reports after the bell. A value name for its cash flow and consistent earnings. They've been talking about their plans, so it has a lot of momentum behind up, up 59% this year.

Is up 93% this year. Optical is critical to AI infrastructure, like copper once was. The FCC is considering limiting Chinese imports of optical, which means more demand for American names like CSCO.

Like Apple it was sort of a sleeper last year. It sells processes and analogue chips, very different than GPU's. Is involved in networking products and services. The AI stack explosion needed their products and technology. It is fully priced according to analysts' price targets.

Kudos on that choice, because it's not been a market darling (since the dot-com bubble). Riding coattails of stronger players in the space, catching the halo effect. The old adage: "No one ever went broke taking a profit" -- good risk management.

Prefers, and owns, ANET.

He regrets selling it. The chart shows higher highs and higher lows with strong volumes. The RSI is flirting with overbought levels. Lang targets $100 soon to $110. He's waiting for its next report and will jump on weak numbers.

It reports Wednesday. Is up 62% this year, ripping. Is one of the new networking companies that is dominant in the data centre. Wait for a pullback though trades at only 23x forward PE.

One of the few hot tech names from 2000 that didn't run up. Will benefit from data centre demand. Not the only game in town. Not a significant enough moat, may be time to move on.

It reports today. This should benefit from whatever tech comes out. Is up 40% the past year, and expectations are high, expected to generate $15 billion or 8-9% growth over last year. She thinks they will come in line, but should not be punished. Is worried over these high expectations.