Added to YB: 2025-06-02
Pitch date: 2025-05-28
NVDA [neutral]
NVIDIA Corporation
+24.91%
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
$142.21
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
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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