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![GetIrked Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1028118296200007680.png) Eric "Irk" Jacobson [@GetIrked](/creator/twitter/GetIrked) on x 1637 followers
Created: 2025-07-13 20:22:40 UTC

Your points are 💯 valid. 👍

No one in tech remains at the top forever (anyone else remember #PalmPilot or #3Com?).

When I was referring to the specific technical comparison between $CSCO in 2000 and $NVDA now: many Bears were comparing Cisco's dot-com high chart to Nvidia's chart in April, claiming that Nvidia would surely crash -XX% just like Cisco did.

Oddly, those Bears are now nowhere to be found now that those two charts have dramatically diverged (see chart).

Nvidia absolutely has potential pitfalls and is in no way bulletproof and I definitely am not a fan of its entire manufacturing arm being located entirely in the crosshairs of China.

Additionally, I believe $AMD's products will become competitive in terms of price (which is why I also own AMD), but in the history of the two companies, AMD has never been able to make a faster chip even when it was ATI running the show.

I've been personally using Nvidia's products since 1998 with its STB Velocity 4400. In XX years, I have owned only one ATI/AMD card, the Radeon 9700 Pro. It performed admirably for the price, but its instability resulted in me swapping back to Nvidia after less than a year.

No investor should ever go all-in on any investment or believe the investment will never go to zero. That's why in the X years I've owned Nvidia, I have taken out more than 7X of the original investment in profits.

I only have profits in my position now and it's still the largest single holding in my flagship portfolio, but now the risk is on the remaining profits, not the original capital.

Risk management is always the top priority. 👍

![](https://pbs.twimg.com/media/Gvw4LZ6WAAAstTf.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944492695944364450/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$csco](/topic/$csco)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/GetIrked/status/1944492695944364450)

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GetIrked Avatar Eric "Irk" Jacobson @GetIrked on x 1637 followers Created: 2025-07-13 20:22:40 UTC

Your points are 💯 valid. 👍

No one in tech remains at the top forever (anyone else remember #PalmPilot or #3Com?).

When I was referring to the specific technical comparison between $CSCO in 2000 and $NVDA now: many Bears were comparing Cisco's dot-com high chart to Nvidia's chart in April, claiming that Nvidia would surely crash -XX% just like Cisco did.

Oddly, those Bears are now nowhere to be found now that those two charts have dramatically diverged (see chart).

Nvidia absolutely has potential pitfalls and is in no way bulletproof and I definitely am not a fan of its entire manufacturing arm being located entirely in the crosshairs of China.

Additionally, I believe $AMD's products will become competitive in terms of price (which is why I also own AMD), but in the history of the two companies, AMD has never been able to make a faster chip even when it was ATI running the show.

I've been personally using Nvidia's products since 1998 with its STB Velocity 4400. In XX years, I have owned only one ATI/AMD card, the Radeon 9700 Pro. It performed admirably for the price, but its instability resulted in me swapping back to Nvidia after less than a year.

No investor should ever go all-in on any investment or believe the investment will never go to zero. That's why in the X years I've owned Nvidia, I have taken out more than 7X of the original investment in profits.

I only have profits in my position now and it's still the largest single holding in my flagship portfolio, but now the risk is on the remaining profits, not the original capital.

Risk management is always the top priority. 👍

XXX engagements

Engagements Line Chart

Related Topics nvda $csco stocks technology $nvda

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