It's interesting that you would name drop Cisco. They exploded in market valuation in 1999/2000, having a near-monopoly on infrastructure that was in high deman

It's interesting that you would name drop Cisco. They exploded in market valuation in 1999/2000, having a near-monopoly on infrastructure that was in high demand due to the Web boom. Nvidia similarly profited from the Crypto/AI boom, but I wonder whether that is bound to end similarly.