What is Roundtable 100?

Roundtable 100 is the weekly power ranking of the top 100 investable tech growth assets spanning crypto tokens, AI companies, and next-gen public markets. Rankings are published every Friday after market close and guided by a blue-ribbon committee of industry experts.

What assets are included in the Roundtable 100?

The Roundtable 100 includes crypto tokens, public tech stocks with growth potential, and mining companies. It excludes legacy or slow-growth companies, private companies, and non-liquid investments.

How are Roundtable 100 rankings scored?

Assets are scored across five dimensions: Safety (1x), Liquidity (1x), Leadership (1x), Innovation (1x), and Growth (2x double-weighted). Growth is intentionally double-weighted to reflect the mandate of identifying future dominance rather than present size.

What is the Roundtable 100 investment thesis?

The Roundtable 100 focuses on long-term growth across public equities and cryptocurrencies with a 5+ year time horizon, investing in future-defining technologies and the critical systems that enable them — prioritizing assets that function as rails, bottlenecks, and structural constraints within emerging digital and industrial ecosystems.

‘Big Short’ Michael Burry warns Nvidia mirrors Cisco

Alp Gasimov

Partner

Feb 26, 2026 9:00 PMPublished Feb 26, 2026 9:00 PM

Nvidia, the world's largest company with a $4.5 trillion market cap, is on the verge of a dot-com bust-level collapse, mirroring Cisco's fate. Its massive, non-cancellable purchase commitments, now $95.2 billion, are a clear sign of a bubble, forcing it to secure inventory well before demand is known, just like Cisco before its 80% crash. Are we truly ignoring history repeating itself?
This summary was generated by AI

www.thestreet.com‘Big Short’ Michael Burry warns Nvidia mirrors CiscoMichael Burry says, “This is not business as usual. This is risk."

2008 Financial Crisis •Dot Com Bubble •Michael Burry •Bitcoin Mining •Nvidia Earnings •AI •Michael Burry AI Bubble Warning •Cisco

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