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CSCO

Cisco Systems Inc

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NVDA is the next CSCO
i Bought WBA, UNG, PFE, CSCO, BMY, VALE, and Swiss Chocolate... i'm full GREEEEEEN !!!!
Cisco today is still down a… wait for it.. whopping 35% from its bubble high; unadjusted for inflation or TVM. Adjusting for inflation + time value of money being wrapped up in Csco for 24 years, you’d be beyond fucked TODAY. Ergo, you’d be pretty fucked as an NVDA investor anywhere near peak. Majority of the $60b revenue comes from 5-6 customers, and is non-recurring. The future of AI rests with 2 maybe max 3 Giant tech companies who will own the best Large language, and generative AI models. But these idiots are pricing NVDA as if 100% revenue growth is the norm. It’s not, it’s a 2-3 year anomaly.
I think I might go lower I have 15 contracts to 750 and 25 to 600, if you look at the charts it looks oddly similar to csco, I have it in long term contracts so it has time to realize be careful with 0 DTE if you are not sure
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