Added to YB: 2025-10-30
Pitch date: 2025-09-30
NVDA [neutral]
NVIDIA Corporation
-5.51%
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
$185.23
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
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Benefits from AI infrastructure build-out as hyperscalers race to AGI. Strong Blackwell demand driven by complex LLMs & reasoning apps requiring 10x more compute vs training. Early stage of multi-year AI investment cycle positions NVDA to capture value as accelerated computing standard.
Read full article (1 min)