TS Lombard Warns Nvidia Stock May Echo Cisco's Dot-Com Trajectory Amid AI Spending Debate
By
Nauman Khan
Summary
TS Lombard has issued a warning comparing Nvidia's current trajectory to Cisco during the dot-com era, suggesting the AI-driven stock surge may be unsustainable. While Nvidia continues to show explosive growth with no signs of slowdown, analysts are questioning how much of the massive AI spending from hyperscalers represents genuine demand versus a circular funding loop between companies. The stark comparison landed hard because Cisco similarly looked unstoppable before the market reset, creating a sharp debate between bulls and bears about Nvidia's future.
Source
bskyTS Lombard Warns Nvidia Stock May Echo Cisco's Dot-Com Trajectory Amid AI Spending Debatebarchart.comKey quotes
· 4 pulledTS Lombard's Cisco (CSCO) comparison landed so hard.
The firm just warned that Nvidia's run has echoes of the dot-com era, when Cisco looked unstoppable right before the market reset.
Bears are now asking a harder question: How much of that spending is real demand, and how much is a loop of companies funding each other?
Nvidia's latest quarter, though, still showed no sign of a slowdown, which is why the debate is so sharp.
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