‘Big Short’ Michael Burry warns Nvidia mirrors Cisco

Nvidia, the world's largest company with a $4.5 trillion market cap, is on the verge of a dot-com bust-level collapse, mirroring Cisco's fate. Its massive, non-cancellable purchase commitments, now $95.2 billion, are a clear sign of a bubble, forcing it to secure inventory well before demand is known, just like Cisco before its 80% crash. Are we truly ignoring history repeating itself?
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