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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 просмотров • 1 год назад •via X (Twitter)

Комментарии: 10

Фото профиля Marcos
Marcos1 год назад

@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

Фото профиля Wagie Capital
Wagie Capital1 год назад

@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)

Фото профиля Ethan Park
Ethan Park1 год назад

@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

Фото профиля Cooper McCoy
Cooper McCoy1 год назад

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

Фото профиля Deacon Jones Undefeated like my team!!
Deacon Jones Undefeated like my team!!1 год назад

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

Фото профиля dollarwong
dollarwong1 год назад

@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.

Фото профиля Edward H. Tran
Edward H. Tran1 год назад

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

Фото профиля piano200
piano2001 год назад

@DariusDale42 Thank-you Beth

Фото профиля James
James1 год назад

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

Фото профиля ProShopGuyMF (Mike McMahon)
ProShopGuyMF (Mike McMahon)1 год назад

@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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