Added to YB: 2025-05-30
Pitch date: 2025-03-31
NVDA [neutral]
NVIDIA Corporation
+102.33%
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
$5.4T
Pitch Price
$108.49
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.19
P/E
34.22
EV/Sales
21.08
Sector
Semiconductors and Semiconductor Equipment
Category
value
Sands Capital Technology Innovators Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Market-leading AI tech provider. Q1 decline reflects concerns over DeepSeek, AI ROI & demand trends. Current valuation pricing in a down-cycle despite strong demand durability & competitive advantages (hardware fungibility, CUDA platform, ecosystem breadth). Portfolio's top weight due to high conviction.
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