Added to YB: 2025-10-30
Pitch date: 2025-09-30
NVDA [neutral]
NVIDIA Corporation
-4.09%
current return
Author Info
No bio for this author
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
$185.22
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
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)