Added to YB: 2025-09-19
Pitch date: 2025-06-30
NVDA [neutral]
NVIDIA Corporation
+47.59%
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
$5.5T
Pitch Price
$156.08
Price Target
N/A
Dividend
0.44%
EV/EBITDA
27.21
P/E
28.89
EV/Sales
18.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sands Capital Select Growth Strategy Portfolio Holding: NVIDIA Corporation
NVDA (holding update): AI demand remains strong despite H20 China ban creating $10.5B revenue headwind in H1 2025. Ex-China datacenter revenue +64% YOY, accelerating to 70% next quarter. Gross margins guided to mid-70% range from 72%. Hyperscalers deploying 72K Blackwell GPUs weekly, addressing rack yield concerns.
Read full article (1 min)