- Entry
- $186.23
- Now
- $201.80 +8.4%
- Target
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- Score
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I keep hearing people compare Nvidia to Cisco Systems circa 1999. Bulls say Nvidia is different. Bears say it's the dot-com bubble all over again. I own 190 shares and here's my honest assessment. First, the bull case. Nvidia's real moat isn't just GPUs. It's CUDA. 4.5M developers vs 1.8M in 2020. That's an ecosystem Cisco never had. Cisco laid 'dark fiber', infrastructure nobody used. Nvidia's GPUs are powering real products generating real revenue. There are already 10 AI products …
— ORIGINAL POST ·
Why I'm still bullish Nvidia (January 2026)
· r/investing
· Jan 21, 2026