In this roundtable, we break down what’s powering today’s AI boom — from OpenAI’s progress to the round-tripping of capital across the industry. We revisit lessons from the dotcom era and discuss whether Cisco’s story back then could mirror Nvidia’s path today. We also dive into the Magnificent 7’s valuations and share practical strategies on what to do now, how to approach the market if prices keep climbing, and how to position for long-term, sustainable gains without falling into the hype. If you’re investing in the AI-driven market, this is an episode you won’t want to miss.
