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$NVDA is not Cisco. In the clip below, I explain the key difference between the dot-com bubble period and the current AI opportunity. Darius Dale

62,412 Aufrufe • vor 1 Jahr •via X (Twitter)

10 Kommentare

Profilbild von Marcos
Marcosvor 1 Jahr

@DariusDale42 Long #NVDA, some predictions on a company what will have long way to show huge earnings from huge moat: Oct 24: 140 EOY: 160 FY25: 170

Profilbild von Wagie Capital
Wagie Capitalvor 1 Jahr

@DariusDale42 I don’t think “the internet” and “putting up a website” is the appropriate comparison - $CSCO was making switches and routers (i.e. the infrastructure of the internet) which is very comparable to $NVDA making the chips for training and running LLMs (infrastructure of AI)

Profilbild von Ethan Park
Ethan Parkvor 1 Jahr

@DariusDale42 Exactly! Nvidia is leading the charge in the AI revolution, and this is a whole different ballgame from the dot-com era. The potential here is massive. 💡🚀 #AIRevolution #Nvidia #TechInnovation #NVDA

Profilbild von Cooper McCoy
Cooper McCoyvor 1 Jahr

@DariusDale42 100% agree. Been long $NVDA for years.

Profilbild von Deacon Jones Undefeated like my team!!
Deacon Jones Undefeated like my team!!vor 1 Jahr

@DariusDale42 The last 20 years with $NVDA being one of, if not top total returns on the market explain this.

Profilbild von dollarwong
dollarwongvor 1 Jahr

@DariusDale42 Well, you can't be bullish on $NVDA while bearish on $NVDA in one of your articles saying "Nvidia, Mag 7 Flash Warning Signs for Stocks", that's just some kind of bullshit beth, in either way, you end up claiming the credit.

Profilbild von Edward H. Tran
Edward H. Tranvor 1 Jahr

@DariusDale42 Outstanding explanations, Beth. I learned a lot of useful information after watching this short clip.

Profilbild von piano200
piano200vor 1 Jahr

@DariusDale42 Thank-you Beth

Profilbild von James
Jamesvor 1 Jahr

@DariusDale42 Beth, please provide a target price for $NVDA for 2/1/25

Profilbild von ProShopGuyMF (Mike McMahon)
ProShopGuyMF (Mike McMahon)vor 1 Jahr

@DariusDale42 If you wanted the bull case of why Nvidia will continue to grow beyond typical analysts forecasts get it straight from the CEO Jensen Huang.

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