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I think you potentially take the path Cisco took during the dotCom Boom and overlay it on the Nvidia trajectory during the AI Boom.
by cdchn 3y ago
I think you potentially take the path Cisco took during the dotCom Boom and overlay it on the Nvidia trajectory during the AI Boom.
- mbil 3y agoE.g. https://www.reddit.com/r/wallstreetbets/comments/1axctqq/for_all_those_brainlets_who_think_were_in_a_new/ https://www.reddit.com/r/wallstreetbets/comments/1axctqq/for...
- AlexandrB 3y agoThe problem with this kind of analysis is you have to bake in a bunch of assumptions. For example the Reddit link in the sister comment assumes that the x-axis scale stays the same and arbitrarily chooses a starting date and y-axis scaling to make the lines fit. This pre-supposed all kinds of things about where we are in this boom-bust cycle that may not be true.