Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-11
NVDA [neutral]
NVIDIA Corporation
+32.76%
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
$165.34
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
growth
Patient Capital Management Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Undisputed GPU leader benefiting from AI demand despite TPU/AMD competition. Rapid innovation with Blackwell launching just 2yrs after predecessor. Expanding into robotics, edge AI, cloud, software—competing with customers. 'Full-stack' approach combines HW, CUDA SW & AI infrastructure. Well-positioned for AI growth.
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