NVIDIA VS Cisco, another "old joke renewed" this week

Wallstreetcn
2025.02.01 02:50
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After being hit hard by DeepSeek on Monday, NVIDIA recorded its largest weekly decline since September 2022 this week, with a market value evaporating by over $450 billion, setting a new global record. The impact of DeepSeek on NVIDIA's upward logic has particularly drawn market attention, as a chart that had been frequently referenced by market participants has resurfaced this week. If the myth of "high-priced GPUs being in short supply" is broken, will NVIDIA (green line) follow the old path of the current tech bubble leader Cisco (red line)?

After being hit hard by DeepSeek on Monday, NVIDIA recorded its largest weekly decline since September 2022 this week, with a market value evaporating by over $450 billion, setting a new global record.

The impact of DeepSeek on NVIDIA's rising logic has particularly caught the market's attention, as a chart that has been frequently referenced by market participants has once again turned red this week.

If the myth of "high-priced GPUs being in short supply" is broken, will NVIDIA (green line) follow the old path of the current tech bubble leader Cisco (red line)?

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