Nvidia is repeating the exact mistake that wiped 80% off Cisco's value (and how AI might be different than Dot Com)

The Cisco parallel raises a real question for anyone holding Nvidia - if the circular cash flow breaks the same way it did in 2000, how much of the current valuation survives? The article (https://veridion.com/blog-posts/why-ai-boom-isnt-next-dotcom-bubble/) breaks down where the mechanic is identical and where it diverges under the AI vs Dot Com parallel.