ceo chuck robins said they do expect supply challenges and the cost impacts to continue through at least the first half of the fiscal year and potentially into the second half. shares were troubled, d., at the open, they were down premarket but with this move now, 3%, it is a two-year high on cisco on that print >> great interview this morning with chuck robins. meantime, it is time for the fourth installment of our reality check series, looking at the other side of the street or the rare sell calls. we'repalantir. our next guest sees several growth risks not reflected in the stock price. with us now, camille machurek joins us one risk you point out is delayed returns from spac and related investments, but they're not really doing this for a return on the investments, they're doing this to gain more commercial clients and reduce their dependence on government contracts, right >> that's right. and thanks for having me so palantir made over $250 million of strategic investment in the last quarter. our concern is that this is not a sustainable growth driver and not true organic growth. a fe

you >> the producers are probably like -- >> this is what you do, okay we're talk about cisco, chuck robins. >> give me one quick >> so, enterprise spending if this was an enterprise spend recovery story, this is a margin improvement story as the supply chains clear out a little bit. low expectations, 17 times, 2.7% yield. it's one of my largest technology positions >> all right we'lta tl kehat break. we'll come back. we'll do final trades next ♪ music playing. ♪ there's an america we build ♪ ♪ and one we explore one that's been paved and one that's forever wild but freedom means you don't have to choose just one adventure ♪ ♪ you get both. introducing the all-new 3-row jeep grand cherokee l jeep. there's only one. baaam. internet that doesn't miss a beat. jeep grand cherokee l that's cute, but my internet streams to my ride. adorable, but does yours block malware? nope. -it crushes it. pshh, mine's so fast, no one can catch me. big whoop! mine gives me a 4k streaming box. -for free! that's because you all have the same internet. xfinity xfi. so powerful, it keeps one-upping itself. can you

. >> and i say thank heavens, august 18, chuck robins, totally realistic.onos, but honestly pay corps, is it a junior workday i've actually done research into these, it's not like -- >> yeah. >> we're now in that era where all these companies that rang the bell are now getting research coverage. it is very hard for someone trying to be good to figure out whether you buy. >> you made this point before, that the street only has a certain bandwidth and we've had so many companies come to market honest company gets research today as well. how good is the home rwork >> i know. i look at first advantage, city life's at 25, goes to 28 i want 25 to 50. i'm not going to do $3 for some company that just started, even though it sounds like a good company. this taper discussion, jim, is it adding anything new is this something we already have baked in, september announcement, maybe december, rolling off purchases by the middle of next year, et cetera. >> yeah, i think that i have a mortgage company on this week, and they're convinced, like everybody knows and everybody