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Cisco in 2000: The story shedding light on AI euphoria

Cisco in 2000: The story shedding light on AI euphoria

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In this episode, I discuss Cisco in 2000 to shed light on artificial intelligence euphoria. The company briefly became the most valuable in the world by selling the picks and shovels of the dot-com rush, before losing nearly 80% in 18 months. The parallel with Nvidia, semiconductors, and the frenzy around chips serves as the common thread of the session. I also cover the Nasdaq rebound, Asia, Apple and its AI strategy, as well as the anticipation of US inflation and the Fed. Subscribe if this helps.


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Benoist Rousseau
Independent Trader • CME & CBOT Member

About the author
Benoist Rousseau is a trader, member of the Chicago Mercantile Exchange (CME) and the Chicago Board of Trade (CBOT), an economic history specialist educated at the Sorbonne and an experienced educator.
In the TRADING series, drawing on over 30 years of experience on CME futures, he shares market session analysis, commented trade replays, psychology and risk management — no signals, no promises, raw and unfiltered trading.


Risk Warning: Trading in leveraged financial instruments may expose you to a risk of loss exceeding deposits and is only suitable for experienced clients who have sufficient financial means to bear such risk. Transactions in foreign exchange instruments (Forex), contracts for difference (CFDs), Futures, Stocks, ETFs... are highly speculative and particularly complex and carry a high level of risk due to leverage. You must ensure that you understand how these instruments work and that you can afford to take the high risk of losing your money. The videos and articles on this site are for educational and informational purposes only and are not investment advice or any inducement to buy or sell financial instruments. Every investor must make their own judgment before investing in a financial product to ensure it is suitable for their financial, tax and legal situation.

Content dubbed from French source via HeyGen.


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