Professional
Added to YB: 2025-05-01
Pitch date: 2025-04-22
NVDA [neutral]
NVIDIA Corporation
+70%
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
$104.50
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
The Ithaka Group Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Leading GPU provider with dominant AI market share; ecosystem from chips to software creates high switching costs and widening moat. Bull case: secular AI demand provides topline growth, operating leverage. Risk: Chinese DeepSeek-R1 LLM trained on few Nvidia chips challenges need for widespread GPU adoption, impacting P/E multiple.
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