“US Stocks Crash? Midterm Election Rally Dead?”
AI summary · Nvidia trades at only 17 times earnings, cheap versus Cisco at its peak, so it is nowhere near Cisco's valuation. The speaker sees a lot of upside potential in percentage terms — possibly another 400% gain if Nvidia matched Cisco — while explicitly not claiming this will happen.
33% came from the " Big Seven," such as Amazon, Google, Meta, Nvidia, and others, right?
Now, the last chart I'm going to show you is that people like to compare Cisco to Nvidia because Nvidia is seen as the face of the AI boom, right? It's the most important company in the AI boom.