Added to YB: 2025-09-19
Pitch date: 2025-06-30
NVDA [neutral]
NVIDIA Corporation
+12%
current return
Author Info
No bio for this author
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
$156.27
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
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.
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