Michael Taylor(@Mike_Taylor1972):$NVDA vs $CSCO (circa 2000) are not parallels. $CSCO had an order book +70% growth into 2001 and by the end was -30%. $NVDA has an orderbook +100%... but has financed much of it, and those chips ARE the collateral, if demand falls, the value of collateral falls.

Michael Taylor

@Mike_Taylor1972

PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.

参加 May 2009

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Michael Taylor@Mike_Taylor1972

2026.09.26 16:24

$NVDA vs $CSCO (circa 2000) are not parallels. $CSCO had an order book +70% growth into 2001 and by the end was -30%. $NVDA has an orderbook +100%... but has financed much of it, and those chips ARE the collateral, if demand falls, the value of collateral falls.