HOLD BWB - Business With Brian Convinzione2/5 Qualità dell'analisi60/100 ora
The YouTuber suggests holding Cisco, noting that while silicon photonics isn't a reason to buy it today, it's crucial for Cisco's future relevance. Cisco has been investing in the space since 2019, developing its own photonics integrated circuits and transceivers, positioning it well as data centers shift from copper to optical networking.
“Look, Silicon Photonics isn't why you're going to buy Cisco today, but it's why Cisco stays relevant, well, tomorrow.” — ▶ 01:05:58