Added to YB: 2025-09-02
Pitch date: 2025-08-31
NVDA [neutral]
NVIDIA Corporation
+4.51%
current return
Author Info
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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
$4.3T
Pitch Price
$169.97
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
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)