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Did Nvidia Just Repeat Cisco's Mistake and Build a House of Cards (fool.com)
6 points by 1vuio0pswjnm7 4 months ago | hide | past | favorite | 3 comments


Darling of the Internet infrastructure boom, Cisco's stock price declined 89% from the bubble peak to the bottom.

Expect the same for Nvidia.

Many know this resolution but bag holders all believe that they will sell before the crash.


"A lot of Nvidia's success is now riding on an unprofitable company that is bleeding massive amounts of cash that it is financing. OpenAI hasn't actually proven yet that it has a great business model, and if it fails, this becomes a house of cards that collapses onto Nvidia."


Inshallah.




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