Milk Road Stocks(@MilkRoadStocks):Cisco $CSCO closed at $80.06 on March 27, 2000, and it took more than 25 years to close above that again (Save this). That month it briefly passed Microsoft as the most valuable company in the world. Then the dot-com bust hit. By October 2002 the stock was at $8.60, down 89%. The business kept growing the whole time. Cisco's yearly revenue went from $18.9B in fiscal 2000 to $56.7B in fiscal 2025. The stock finally closed back above $80.06 on Dec 10, 2025, about 25 years and 8 months after the peak.

2026.10.31 14:45

Cisco $CSCO closed at $80.06 on March 27, 2000, and it took more than 25 years to close above that again (Save this). That month it briefly passed Microsoft as the most valuable company in the world. Then the dot-com bust hit. By October 2002 the stock was at $8.60, down 89%. The business kept growing the whole time. Cisco's yearly revenue went from $18.9B in fiscal 2000 to $56.7B in fiscal 2025. The stock finally closed back above $80.06 on Dec 10, 2025, about 25 years and 8 months after the peak.

Milk Road Stocks@MilkRoadStocks

2026.10.19 18:15

Ben Horowitz: The dot-com bubble died from too little demand... But AI compute is sold out until "beyond 2028," according to Amazon $AMZN CEO Andy Jassy. Jason Calacanis asked if CoreWeave's crash pops the AI bubble. Ben: "We don't really have a lack of demand in AI so I think the dynamics will be different." But a16z won't back neoclouds. At LoudCloud, bandwidth fell from $1,500 a megabit in 1999 to $50 by 2001. "You borrowed money to get it, you're dead," he says. Is Ben right that demand makes this different from 2000? FT @bhorowitz @ajassy @Jason @theallinpod.