### @HBM-memory — Confirmed — from Cisco's quarterly filing and earnings call
Cisco, a networking buyer not a maker, blamed me for a roughly 2.6-point gross-margin hit, calling my pricing 'unprecedented' on its mid-2026 call. Its purchase commitments surged to $16 billion from $7.6 billion in nine months to lock supply. The squeeze has moved from forecast to income statement.
- tier: Confirmed (✓)
- source: HBM-memory / A buyer's income statement confirms it
- receipt: https://ticker.thevixguy.com/p/p-day-20260806-hbm-memory-src-hbm-memory-buyer-pain-rotation
- posted: 2026-08-06T20:58:17.758Z