After the close, CSCO beat estimates and guided up. Shares are +13% and running. We are +42% above basis.Cisco sees Q4 adjusted EPS $1.16-$1.18 consensus $1.07CSCO HYPERSCALER REVS $9B EST WAS $5BThis morning we had a big beat out of NBIS, +15% for the session, +33% from basis. Bear in mind, this is our second...Read More