It looks like Cisco's market cap reached 4% of nominal GDP in 2000; NVIDIA today stands at more than 16%

Oct 29, 2025 · 12:13 PM UTC

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Replying to @MichaelMOTTCM
That means Apple and Microsoft are also both highly overvalued
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Replying to @MichaelMOTTCM
You’ve been bear posting NVDA since 2020
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Replying to @MichaelMOTTCM
@MichaelMOTTCM Is there an inflation-adjusted version?
Replying to @MichaelMOTTCM
Literally meaningless. You must be one of those that is sitting in cash since April. Much more money is lost by waiting for a correction that in corrections themselves.
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Replying to @MichaelMOTTCM
The largest 8 US listed companies combined market capitalization now matches 80% of US GDP.
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Replying to @MichaelMOTTCM
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Replying to @MichaelMOTTCM
Your account is dispensable, $CSCO had 2bn FCF/year, $NVDA will have 100bn USD this year! thats 50x!
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Replying to @MichaelMOTTCM
Def overvalued but looking under the hood NVIda massively outperforms Cisco. NVIda 57% Net profit margin, Cisco 17%. NVIda trailing PE 50, Cisco was 200… so if you suggest NVIda hits the same valuation it’s 4x today’s price at the peek of what Cisco hit..
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Replying to @MichaelMOTTCM
entire US economy now rides of this ponzi
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Replying to @MichaelMOTTCM
This Tweet is what happens when we allow morons to have an internet connection.
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Replying to @MichaelMOTTCM
Can you make an argument for why it’s not a good investment. It still trades at .7 mnav?
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Replying to @MichaelMOTTCM
What is the fucking point of comparing these two numbers?
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Replying to @MichaelMOTTCM
Cool, let’s compare the earnings growth for Cisco during that time vs Nvidia now… and P/E ratios… Yes, it’s on the cusp of getting out of hand but it’s no where near an apples to apples comparison. Also, the Dot Com bubble was from ‘95-‘00. ‘26 will be another year of growth
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Replying to @MichaelMOTTCM
The rail/steam companies hit collective value at over 50% of nominal GDP running up to 1900. The transportation sector grew 350% over a few decades while the US GDP grew 600%. Industrial revolutions don’t behave like the boring markets post 1965.
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Replying to @MichaelMOTTCM
Why are you using Cisco and not Microsoft which had a Market Cap of $586 billion? That is more of an apples to apples that using Cisco. Stock purchases are more about future growth expectations than actual earnings (once a company is established).
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Replying to @MichaelMOTTCM
Yea I’m not sure you understand how this works.
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Replying to @MichaelMOTTCM
Nothing to see here just move on
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GIF
Replying to @MichaelMOTTCM
Going to be the short of a lifetime at some point..just got to wait on it.
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Replying to @MichaelMOTTCM
Is Kramer just a parody account? I’ve seen bearish posts from him 5 years in a row during the biggest bull run of all time.
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Replying to @MichaelMOTTCM
Dangerous. Its a bubble, like RCA stock in 1929.
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Replying to @MichaelMOTTCM
Lee Hutchinson @_LeeHutchinson
Oct 28
This was the top of $CSCO. They were making deals, had great earnings and revenues forecasted for future. When it ended, nobody rang a bell at the top. I would suspect to see the same thing with $NVDA.
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Replying to @MichaelMOTTCM
Oh Panican! It’ll be ok. Career Risk is Real.
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Replying to @MichaelMOTTCM
Please no more chart crimes:
Jordan Thibodeau
 @JordanSVIC
Oct 29
Replying to @ankurnagpal
🚨CHART CRIME ALERT 📈 You can't compare the value of real goods and services bought and sold (GDP) to a speculative asset. Real economic value = goods changing hands, ALSO as we saw with Elon selling shares of Tesla, your company might be worth $5T based on last shares trading hands, but if all investors went to the exit they would not get that valuation in real dollars. So at best you can say is, "wow Nvidia is worth $5 Trillion! Jensen is really rich!"
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Replying to @MichaelMOTTCM
While I think NVDA is a bit too frothy and I've raised some stops on mine, Cisco's peak P/E was 200. NVDA is at 58 right now
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Replying to @MichaelMOTTCM
Now do Intel
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Replying to @MichaelMOTTCM
so many bad investors in twitter. i am new here.
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Replying to @MichaelMOTTCM
It is kind of dumb to compare country’s production and asset value. USA asset wealth is 176 trillion, so Nvidia is 2.8% of it. If you like compare Nvidia’s revenue with GDP, as its revenue is a part of GDP.
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Replying to @MichaelMOTTCM
That is insane Nvda market capmis now larger than California or Japan unreal
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Replying to @MichaelMOTTCM
Means nothing. Compare earnings to GDP next.
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Replying to @MichaelMOTTCM
It’s worth it
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Replying to @MichaelMOTTCM
Let's aim for 25%
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Replying to @MichaelMOTTCM
$NVDA 16.3% of US GDP
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Replying to @MichaelMOTTCM
Dumb take
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Replying to @MichaelMOTTCM
So what? Why is this relevant at all? Is there a rule or natural limit on how much a company should be worth relative to GDP? They aren’t even the same thing. Equity valuation vs a measure of annual spend?
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Replying to @MichaelMOTTCM
Cisco earnings growth and tech deals were nothing compared to $NVDA. They didn’t have the support of several other MULTI TRILLION dollar companies
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Replying to @MichaelMOTTCM
I think NVDA will hit 80-100 PE before the end.
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