Added to YB: 2025-04-30
Pitch date: 2025-04-29
NVDA [bullish]
NVIDIA Corporation
+70.15%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.3T
Pitch Price
$104.45
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.43
P/E
43.63
EV/Sales
22.62
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.
Read full article (1 min)