Oguz Erkan@oguzerkanDrawing parallels between $CSCO during the dot-com bubble and $NVDA now is just wrong. $CSCO lost all its growth once the bubble popped and startups lost access to capital. Most of $NVDA revenues come from hyperscalers, the biggest and the richest companies in the world. They
Ross Hendricks@Ross__HendricksWhy is the overall market so fixated on $CRWV's imminent demise? At the peak of the Dot Com bubble, $CSCO - the largest company in the world, and the $NVDA equivalent of the era - generated about 10% of its revenue from circular deals through vendor-financed startups. When