Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
NVDA [bullish]
NVIDIA Corporation
+24.83%
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
$156.08
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
Baron Durable Advantage Fund New Position: NVIDIA Corporation
NVDA (new position): Added during Q2 sell-off at $90-$100 range. Intrinsic value rising despite price decline. DeepSeek driving inference AI demand (Microsoft tokens 5x YoY). AI diffusion rule cancellation unleashed Gulf States projects worth $100B+. NVIDIA sees tens of gigawatts potential ($40-50B per gigawatt). Scaling expansion driving GPU demand.
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