Executive Summary
Kara Swisher delivered a surgical strike against the AI infrastructure narrative with a single, devastating comparison: 'I think something like Nvidia. Yes, I think that's a bubble because I think they remind me of Cisco back in the day.' This isn't casual punditry—it's pattern recognition from someone who lived through the dot-com collapse. Swisher's thesis cuts through the revenue euphoria: NVDA's customers aren't making money, and 'ultimately everyone's going to make their own chips.' Apple, ...
Key Investment Opportunity
The Cisco Short: NVDA's Infrastructure Monopoly Unraveling
Swisher's Cisco comparison isn't hyperbole—it's historical pattern recognition. Cisco dominated networking infrastructure during the internet buildout, reaching $500B+ market cap before customers developed internal capabilities. NVDA follows the identical trajectory: essential during AI infrastructu...
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