Significant Withdrawals Observed in ETF for ITOT, CSCO, IBM, INTC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
0mins
Should l Buy CSCO?
Source: NASDAQ.COM
52-Week Range of ITOT: ITOT's share price has a 52-week low of $105 and a high of $150.56, with the last trade recorded at $148.34.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
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Analyst Views on CSCO
Wall Street analysts forecast CSCO stock price to rise
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 82.350
Low
76.00
Averages
91.30
High
100.00
Current: 82.350
Low
76.00
Averages
91.30
High
100.00
About CSCO
Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- IPO Filing: SpaceX confidentially filed for an IPO on April 1, targeting a valuation of up to $1.75 trillion and aiming to raise approximately $75 billion, potentially making it one of the largest IPOs in history, surpassing Saudi Aramco's $29.4 billion.
- Sales Data Insight: With last year's sales between $15 billion and $16 billion, SpaceX's valuation reflects a staggering 63 times sales, significantly exceeding the historically sustainable P/S ratio of 30, indicating overly optimistic market expectations for its future performance.
- Market Risk Warning: While SpaceX holds significant positions in the artificial intelligence and space infrastructure markets, its capital-intensive nature and risks of production delays, coupled with the potential for an AI bubble, suggest that investors should proceed with caution.
- Historical Lessons: Historical data shows that many high-growth companies peak at P/S ratios between 30 and 45, and SpaceX's inflated valuation may foreshadow future market volatility, reminiscent of Tesla's challenges in the electric vehicle sector.
See More
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- IPO Initiation: SpaceX confidentially filed for an IPO on April 1, aiming to raise approximately $75 billion with a valuation of up to $1.75 trillion, reflecting its ambitions in space infrastructure and artificial intelligence.
- Sales Data Insight: With last year's sales between $15 billion and $16 billion, SpaceX's pre-IPO price-to-sales ratio stands at 63 times, significantly exceeding the historically sustainable 30 times, indicating potential investment risks.
- Market Environment Challenges: The capital-intensive nature of the space infrastructure sector is prone to production delays and inflation impacts, while the AI sector may also face bubble-bursting risks, creating uncertainty for investors.
- Historical Lessons Warning: Historical data shows that many tech companies peaked at price-to-sales ratios of 30 to 45 before market corrections, suggesting that SpaceX's high valuation may foreshadow future market volatility, necessitating cautious evaluation by investors.
See More
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- Claude Code Craze: Since its public launch in May 2025, Anthropic's Claude Code has generated over $2.5 billion in annual revenue, becoming a sought-after tool in the enterprise sector and driving demand for AI coding agents, showcasing its strong competitive position in the market.
- New Model Launch: At the HumanX conference, Anthropic unveiled Claude Mythos Preview, featuring advanced cybersecurity capabilities; although limited to 50 companies, its robust coding and reasoning skills have sparked significant interest, further solidifying its market presence.
- Corporate Transformation: With the rise of AI coding agents, companies like Decagon have revamped their hiring processes to leverage AI tools, allowing for smaller engineering teams and significantly enhancing project efficiency, indicating the growing importance of AI in corporate operations.
- Focus on Chinese Models: American companies are increasingly reliant on Chinese open-weight models, with a rising emphasis on closing the innovation gap with China in AI; investors are actively dedicating resources to tackle this challenge, reflecting the urgency within the industry.
See More
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- Claude Code Craze: Since its public launch in May 2025, Anthropic's Claude Code has generated over $2.5 billion in annual revenue, becoming a sought-after tool in the enterprise sector, reflecting its significant impact on the AI market.
- New Model Launch: Anthropic unveiled Claude Mythos Preview at the conference, featuring advanced cybersecurity capabilities, which, despite being limited to 50 companies, has sparked considerable interest due to its strong coding and reasoning skills, further solidifying its market position.
- Internal Transformation: The rise of AI coding tools has led companies like Decagon to revise their hiring processes and reduce engineering team sizes, significantly enhancing operational efficiency, indicating that AI tools are reshaping corporate workflows.
- Countering China's Open Models: American companies are increasingly reliant on Chinese open-weight models, heightening the industry's focus on closing the innovation gap with China, as investors actively allocate resources to tackle this challenge.
See More
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- Acquisition Deal Size: Cisco is reportedly considering acquiring Israeli cybersecurity startup Astrix Security for at least $250 million, with the deal valued between $250 million and $350 million, representing a premium of at least 25% over its last valuation of $200 million, indicating Cisco's strong focus on the cybersecurity sector.
- Market Context: The acquisition talks are taking place amid growing concerns about cybersecurity, with Cisco President Jeetu Patel highlighting the significant risks posed by rogue AI agents, reflecting the company's strategic considerations in addressing emerging technology risks.
- Investor Sentiment: On Stocktwits, retail sentiment around CSCO shares is bullish, with high message volumes, and CSCO shares have gained over 45% in the past 12 months, demonstrating market confidence in Cisco's future growth potential.
- Industry Developments: Concurrently, Anthropic announced its 'Project Glasswing' cybersecurity initiative aimed at improving software vulnerability detection, marking a significant advancement in AI security and further emphasizing the strategic importance of Cisco's potential acquisition.
See More
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- Investment Strategy Shift: Burry's decision to buy puts on Nvidia instead of shorting directly aims to limit maximum loss and time decay, indicating his cautious stance on the semiconductor sector while reflecting sensitivity to market volatility.
- Analyst Optimism: According to Koyfin, 57 out of 60 analysts covering Nvidia have rated it ‘Buy’ or higher, with projected revenue for fiscal 2027 expected to reach approximately $78 billion, surpassing market estimates of $71.6 billion, showcasing confidence in the company's long-term growth.
- Market Sentiment Shift: Retail sentiment around Nvidia shares has improved from ‘extremely bearish’ to ‘bearish’ over the past 24 hours, suggesting a gradual change in investor perception that could influence future trading activity.
- New Investment Positions: Burry has also expanded his investments in GameStop and Chinese companies, including JD.com and Alibaba, with the latter representing over 6% of his portfolio in American Depositary Receipts, indicating his optimistic outlook on potential rebounds for these stocks.
See More
