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Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the ... Read more The post What if OpenAI is Like Enron and Nvidia is Like Cisco appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
I’m getting more questions about authID ($AUID). Given that the stock is now trading below $2.50, I understand the reason. We’re all frustrated and concerned. I talk to many large long-term shareholders in the authID community and those feelings are even more amplified there. As always, we’ll go through the details: There’s no new news. ... Read more| Deep Knowledge Investing
Thanks to Ben and Roy for the great questions. I invite the rest of you to let me know your thoughts| Deep Knowledge Investing