Added to YB: 2025-09-02
Pitch date: 2025-08-31
NVDA [neutral]
NVIDIA Corporation
+2.96%
current return
Author Info
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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
$4.5T
Pitch Price
$169.98
Price Target
N/A
Dividend
0.02%
EV/EBITDA
39.04
P/E
45.49
EV/Sales
23.60
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sustainable’s Substack | August ‘25 Portfolio Review - NVIDIA Corporation
NVDA (holding update): 50% revenue growth pathway next 2 years. China geopolitical chip concerns are posturing - businesses need best tech to compete globally. New robotics stack (Jetson Thor) with 2M developers = next major tailwind. Physical AI era emerging with Nvidia positioned to lead. Stock to rebound as clarity emerges.
Read full article (1 min)