If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today.

Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- Cisco’s blowout earnings
- What to do when a cyclical company has a new catalyst
- Lumentem’s even more impressive earnings
- Can a company with such a high valuation be worth it?
- Mailbag: What are some non-AI stock ideas for portfolio diversification.

Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS

Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd

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