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
.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun Jul 12 2026 02:52:22 GMT+0000 (Coordinated Universal Time)
