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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 views • 1 year ago •via X (Twitter)
10 Comments

@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

@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)

@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

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

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

@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.

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

@DariusDale42 Thank-you Beth

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

@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.
