10-30-2026, 06:40 PM
The point about narrative arriving before numbers cuts both ways here. A 600% move on what sounds like a press release rather than an earnings beat is exactly the kind of signal that should make long-term investors cautious, not curious. I'd want to see whether the pivot comes with actual revenue from AI-related products or just a rebranded investor deck. Until then, watching from the sidelines seems reasonable. The Cisco example is telling too, since that was a real business with real products and it still took years to recover.