10-30-2026, 11:00 PM
The Cisco comparison stands out to me because it shows even genuine products don't protect a stock from being priced for perfection. What I keep wondering about the pivot is whether there's any disclosure beyond the press release, since a rename alone doesn't tell you if AI revenue actually exists. If the next quarterly report shows real product lines tied to it, that's different from an investor deck. Until then, caution seems fair. The gap between the narrative and the filing is where most of the risk seems to sit.