Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-11
NVDA [neutral]
NVIDIA Corporation
+6.62%
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
$165.35
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
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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