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George Noble says Nvidia is repeating Cisco's dot-com trap

NewsFeeds update

George Noble, a former Fidelity investment fund manager, says Nvidia is heading down the same path as Cisco in the dot-com bust by backing customers who buy its AI hardware. He says Nvidia's roughly 8% weight in the S&P 500 is twice Cisco's share at the 2000 peak.

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Read the original on Odaily

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.