Added to YB: 2025-11-24
Pitch date: 2025-11-20
NVDA [neutral]
NVIDIA Corporation
-3.42%
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
$181.22
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
Nvidia 3QFY26 Earnings: Industrialization of Reasoning
NVDA (earnings): Q3 crushed with $57B revenue (+62% YoY), $51B datacenter (+66% YoY), $65B Q4 guide. Reasoning inference transforms AI from training CapEx to operational compute sink. Full-stack lock-in via rack architecture, CUDA, financing creates utility-like moat. 3 demand streams: CPU→GPU transition, sovereign AI, generative ML. Risk: execution on Rubin, token economics, regulatory scrutiny.
Read full article (10 min)