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> Nvidia has been around for along time.

So has Cisco: how has their stock price been doing since the late 1990s?

It's not like the Internet has stopped being a thing, and people are still buying Cisco gear, and yet people aren't excited about it anymore.

It's possible for AI/ML to be a thing, for Nvidia to sell gear, and for the stock to go down. There are numerous examples throughout history:

* https://en.wikipedia.org/wiki/Technological_Revolutions_and_...



And how has Cisco done since the early 1990s? Not so bad, right?

Nobody knows if Nvidia is in the late 1990s or the early 1990s. Based on valuation on P/E they are cheaper than Cisco in late 1990s.




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