Professional
Added to YB: 2025-05-29
Pitch date: 2025-05-26
NVDA [bullish]
NVIDIA Corporation
+31.44%
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
$134.13
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.15
P/E
43.32
EV/Sales
22.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SaltLight Capital Portfolio Holding: NVIDIA Corporation
NVDA (re-added): Rebuilding position after valuation dip. Betting on AI as multi-decade opportunity where 'intelligence' will embed in all software. Latest Blackwell chips offer 30x inference boost vs Hopper. AI Agents driving higher API usage as cloud providers seek ROI on infrastructure billions. Enterprises face cloud migration or building Nvidia-powered AI datacenters.
Read full article (3 min)