Tech and momentum - as good as it gets?

NVDA: As good as it gets?

A company with 75% margins and 75% market share....Let's revisit that Cisco comparison (yes, we have all seen the graph overlay). Cisco was the belle of the ball in 2000 and internet was the new new thing. At the moment in time…the prevailing thinking was that the whole internet would run on Cisco routers at 50% gross margins. Until it didn’t. (Bobby M, GS)

NVDA & the MoMO friends