Recent discussions among analysts have drawn parallels between Nvidia Corporation (NVDA) and Cisco Systems Inc. during the dot-com bubble of the late 1990s. Analysts, including Harvest portfolio management co-CIO Paul Meeks, assert that Nvidia will maintain a strong position in the AI market for the foreseeable future. Dan Niles, a notable investor, recently purchased additional Nvidia shares, expressing confidence that the stock could potentially double in value. He likened Nvidia's current trajectory to Cisco's rise during the internet boom, indicating that the company is experiencing significant revenue margins, reportedly more than double those of Cisco at its peak. Niles also cautioned that while Nvidia may face severe sell-offs, he anticipates a robust recovery, suggesting a long-term growth outlook as AI technology continues to develop.