Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
NVDA [bullish]
NVIDIA Corporation
+40.47%
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
$156.26
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
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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