When bubbles pop everything drops. Look at the dot com bubble popping: we know with he benefit of hindsight that AAPL and AMZN were good investments but they still crashed along with CSCO, JDSU and Pets.com all the same.

---

I’m 99% sure that PLTR and NVDA are going to crash hard at some point, like down 90%. But I’ve thought that for a year and look where we are now. It’s like shorting TSLA, which *should* trade at about 10% its current price - but look at it go! I’m waiting for a sign - one of GOOG or AMZN or someone like that to announce they’re not buying any more chips because they’re not getting any ROI and they’ve got plenty, thanks - what happened to CSCO, Intel and many others in 2000 (IWT) - and I’m going to short the shit out of the QQQ. It’s so obvious it’s going to happen - but shorting now, just because they’re bubbles, is nuts.

---

CSCO

---

[CSCO is outperforming QQQ.](https://www.youtube.com/watch?v=c-wT7sijLIs)

---

Don't sleep on CSCO.

---

Got $3k into $CSCO calls, seems like big boys want to pump this to ATHs on the run-up to earnings.

---

Ask CSCO stockholders if they feel the same way

---

Doubt NVDA will be in the top 10 in 2030. It's the CSCO of the AI bubble. CSCO is still a major company, but its hovered outside the top 30 in the S&P 500 for two decades. Am I going to short it? No. There are other, better prospects.

---