Nvidia

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compress is the bear market. We have the most important technology ever. People compare this to the dot-com bubble when Cisco was trading at 100 PE and NVIDIA is trading at 15 next year's earnings. This is not a bubble. This is the opposite. This is a bear market where we are pricing in that AI's competition will destroy the value of anything outside of five years. And that is going to get shorter and shorter. So as they're making money, they're starting to say what actually happens. So before AI, 10 bucks a share. After AI, think salesforce.com. But now

People compare this to the dot-com bubble when Cisco was trading at 100 PE and NVIDIA is trading at 15 next year's earnings.

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