Added to YB: 2025-06-02
Pitch date: 2025-05-28
NVDA [neutral]
NVIDIA Corporation
+37.16%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.
Market Cap
$4.7T
Pitch Price
$142.05
Price Target
N/A
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
RiverPark Long/Short Opportunity Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Q1 detractor despite strong results, due to AI demand plateau fears, hyperscaler capex moderation concerns, and tariff announcement triggering supply chain/cost worries. Still a strategically critical computing leader with best-in-class GPUs, dominant software ecosystem, and expanding inference/networking/edge AI opportunities.
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