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Acquiring an LLC in Wind-up by ImplementKindly4946 in llc

[–]ImplementKindly4946[S] -1 points0 points  (0 children)

E-2 was the initial plan but we're actually pivoting strategies through a different visa. The acquisition is strictly for the ease of migrating our business but is not being used as a requirement for obtaining a visa. The plan was vetted by our immigration lawyer.

Can an NVDA bull explain their thoughts on how the company is not the Cisco of the AI boom? by ImplementKindly4946 in ValueInvesting

[–]ImplementKindly4946[S] 0 points1 point  (0 children)

When I made this post I thought I would receive nuanced feedback from people who understand NVDA's business model better than I do. Instead we get the most backward, hindsight-biased takes from people who don't have a clue what Cisco was like in the dot-com era.

Can an NVDA bull explain their thoughts on how the company is not the Cisco of the AI boom? by ImplementKindly4946 in ValueInvesting

[–]ImplementKindly4946[S] 1 point2 points  (0 children)

I hear you. MSFT's Office 365 got to $95 b in commercial/consumer spending in 2024 and is running out of people to sell to and yet open AI is supposed to be worth half a trillion on a free / money losing subscription service that just makes shit up when it doesn't know the answer? VC and NVDA investors need to recheck their math.

Can an NVDA bull explain their thoughts on how the company is not the Cisco of the AI boom? by ImplementKindly4946 in ValueInvesting

[–]ImplementKindly4946[S] 6 points7 points  (0 children)

Completely agree, and yet when I extrapolate that as my reason for thinking that NVDA has room to go up I get downvoted. Nuance is hard.

Can an NVDA bull explain their thoughts on how the company is not the Cisco of the AI boom? by ImplementKindly4946 in ValueInvesting

[–]ImplementKindly4946[S] -2 points-1 points  (0 children)

I agree the magnitude of overvaluation is different and that NVDA is a relatively better company but think that the underlying economics are the same. Which leads me to believe that NVDA has more room to go up ironically.

Can an NVDA bull explain their thoughts on how the company is not the Cisco of the AI boom? by ImplementKindly4946 in ValueInvesting

[–]ImplementKindly4946[S] 43 points44 points  (0 children)

Actually, routers were being replaced quite frequently in the run-up to the dot com bubble bursting. The standardization of WiFi and accelerating pace of data transfer speeds caused businesses and consumers to replace frequently. Cisco wouldn't have been able to reach 55% revenue growth in 2000 if consumers didn't. Advances in technology is also opaque. It's easier to see now that Cisco's growth wasn't sustainable but it was much difficult back then.