Could Nvidia still repeat Cisco's Dot-Com crash? What you need to know

Core Insights - Nvidia's stock performance has raised concerns about a potential crash similar to Cisco's during the Dot-Com bubble, but analysis suggests that the comparison may no longer be valid [1][3] - Nvidia's stock trajectory has significantly outperformed Cisco's during the late 1990s technology boom, with Nvidia trading at $170 as of July 15, while Cisco's peak was much lower and never fully recovered after its collapse [4][5] Comparison with Cisco - The rally of Cisco in the 1990s was driven by unsustainable hype around internet infrastructure, whereas Nvidia's rise is fueled by the increasing demand for its chips that support the global AI revolution [5] - Nvidia has achieved a market capitalization exceeding $3 trillion, marking a significant milestone in its growth [5] Recent Developments - Nvidia's recent stock rally is attributed to the announcement of resuming H20 GPU sales in China and launching an export-compliant RTX Pro GPU for the industrial market, with analysts estimating potential revenue of nearly $30 billion from China [6] - Despite the positive outlook, Nvidia shares are considered to be in overbought territory, with historical data indicating a potential 35% correction following similar conditions [6]