Its Chart of the Day note explored comparisons between Nvidia (NVDA) stock and Cisco (CSC) shares, as Nvidia is the banner name in the AI investment frenzy, much like networking equipment maker ...

But according to Fundstrat analyst Matt Cerminaro, Nvidia stock would have to triple over the next year to rival the bubble that was Cisco. Cerminaro created a chart comparing the price action of ...

Taiwan Semiconductor Manufacturing is one of relatively few companies that actually manufacture chips -- including Nvidia's.

Nvidia (NASDAQ ... might think that means the stock is now too expensive should look at the opportunity still ahead. Enough opportunity can trump a high P/S. One chart might help explain.

Even though Cisco was "the" stock at that time, the company, which sells switches and routers, had much higher expectations than Nvidia. To justify an NTM P/E above 150x, the company needed to ...