๐ช๐ผ๐ฟ๐น๐ฑ'๐ ๐๐ฟ๐ฒ๐ฎ๐๐ฒ๐๐ ๐ฆ๐๐ผ๐ฐ๐ธ: ๐๐ถ๐๐๐ผ๐ฟ๐ ๐๐ผ๐ฒ๐๐ป'๐ ๐ฅ๐ฒ๐ฝ๐ฒ๐ฎ๐, ๐๐๐ ๐๐ ๐ข๐ณ๐๐ฒ๐ป ๐ฅ๐ต๐๐บ๐ฒ๐ ๐ต
Took 25 years for $CSCO (Cisco Systems Inc) to close above its 2000 dot-com peak, the year it briefly became the world's most valuable company at ~$570B .Anyone who bought at the top only just broke even recently. Sound familiar? $NVDA (NVIDIA Corporation) is today's Dฬตoฬตtฬตcฬตoฬตmฬต ๐๐ picks-and-shovels giant, just as $CSCO was for the internet.
But great company does not equal great investment at any price. The AI cycle is real. The Dotcom cycle was real too. $NVDA's dominance is real - and so was $CSCO's. Yet it still took 25 years. How much is already in the price? That's always the question. ๐ค
History may not repeat. But it rhymes. Take care out there. ๐
๐ฌ๐ผ๐๐ฟ ๐ฐ๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ถ๐ ๐ฎ๐ ๐ฟ๐ถ๐๐ธ | ๐๐ผ๐ฝ๐ ๐ง๐ฟ๐ฎ๐ฑ๐ถ๐ป๐ด ๐ฑ๐ผ๐ฒ๐ ๐ป๐ผ๐ ๐ฎ๐บ๐ผ๐๐ป๐ ๐๐ผ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฎ๐ฑ๐๐ถ๐ฐ๐ฒ | ๐ฃ๐ฎ๐๐ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ ๐ฑ๐ผ๐ฒ๐ ๐ป๐ผ๐ ๐ด๐๐ฎ๐ฟ๐ฎ๐ป๐๐ฒ๐ฒ ๐ณ๐๐๐๐ฟ๐ฒ ๐ฟ๐ฒ๐๐๐น๐๐... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Very good reminder. ๐
A great company can still become a poor investment if expectations and valuation run too far ahead of reality.
The comparison between Cisco during the dot-com era and todayโs AI leaders is interesting because both were backed by real technological revolutions:
๐ Internet then
๐ค... Show More
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