Professional
Added to YB: 2024-10-01
Pitch date: 2024-08-08
NVDA [bullish]
NVIDIA Corporation
+77.94%
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
$4.6T
Pitch Price
$105.59
Price Target
N/A
Dividend
0.02%
EV/EBITDA
39.94
P/E
46.53
EV/Sales
24.14
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TCW Select Equities Fund Portfolio Holding: NVIDIA Corporation
NVDA: Q3 rev $26B (+262% YoY), beat expectations. H200 & Blackwell demand exceeds supply into 2024. Annual product launch smooths supply/demand. 10-for-1 stock split announced. Strong fundamentals, becoming broad AI hardware/software platform. Thesis playing out as 'Wintel of AI/ML'.
Read full article (1 min)