Professional
Added to YB: 2025-09-29
Pitch date: 2025-06-30
NVDA [neutral]
NVIDIA Corporation
+39.39%
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
$5.4T
Pitch Price
$156.08
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Alger Spectra Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): GPU leader in AI/data centers w/ Q1 revs +69% YOY, data center sales +73% YOY (89% of revenue). Blackwell chips 70% of data center rev, transitioning from Hopper architecture. Blackwell Ultra in trials offers 50% more memory & up to 50% faster inference vs GB-200.
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