Comment Comment by madaxe_again Well, that’s the thing. I keep seeing comparisons between Nvidia and Cisco - but they ring hollow.1) Cisco had good hardware, but nothing that commodity gear couldn’t also do. Nvidia have a substantial moat.2) Cisco had a p/e of 700! Nvidia is at 60.3) Cisco had a decent order book during the boom, but nothing to justify their price. Nvidia’s order book is… unholy.I do think there’s a lot of hype around the various FOMO/ridealong stocks - but nvidia, I earnestly think remains undervalued. parent madaxe_again 2 years ago
1) Cisco had good hardware, but nothing that commodity gear couldn’t also do. Nvidia have a substantial moat.
2) Cisco had a p/e of 700! Nvidia is at 60.
3) Cisco had a decent order book during the boom, but nothing to justify their price. Nvidia’s order book is… unholy.
I do think there’s a lot of hype around the various FOMO/ridealong stocks - but nvidia, I earnestly think remains undervalued.