Cory Johnson credits Jensen Huang for his tenure as the Nvidia (NVDA) CEO, nothing that his sudden departure opens many questions for the AI chipmaker's future. That said, he believes the future is more certain for Cisco (CSCO) as it continues to capitalize on the AI buildout. Ahead of earnings after Thursday's close, Cory offers insight into specific metrics he sees promise in. He then explains how Cisco's "Mythos moment" added importance to the company's cybersecurity endeavors.