Added to YB: 2025-04-30
Pitch date: 2025-04-29
NVDA [bullish]
NVIDIA Corporation
+70.08%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.3T
Pitch Price
$104.45
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA's Resilience and Value: A Top Pick in Semiconductors as AI Demand Grows
NVDA: Most insulated semi from China H20 ban; GB200/300 checks improving; VRT confirms AI chip demand through at least Dec '26; trades at cheaper multiple vs peers & own history; still gaining share in total wallet (AI vs generic) and within AI (networking); NVDA-'junk' spread compressed.
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