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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

Marcos's profile picture
Marcos1 year ago

@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

Wagie Capital's profile picture
Wagie Capital1 year ago

@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)

Ethan Park's profile picture
Ethan Park1 year ago

@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

Cooper McCoy's profile picture
Cooper McCoy1 year ago

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

Deacon Jones Undefeated like my team!!'s profile picture
Deacon Jones Undefeated like my team!!1 year ago

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

dollarwong's profile picture
dollarwong1 year ago

@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.

Edward H. Tran's profile picture
Edward H. Tran1 year ago

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

piano200's profile picture
piano2001 year ago

@DariusDale42 Thank-you Beth

James's profile picture
James1 year ago

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

ProShopGuyMF (Mike McMahon)'s profile picture
ProShopGuyMF (Mike McMahon)1 year ago

@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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