Added to YB: 2025-12-05
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
Sands Capital Technology Innovators Fund Portfolio Holding: Sendas Distribuidora S.A.
NVDA (holding update): Datacenter growth accelerated to 73% YOY (84% guided) despite China revenue dropping to ~0% from 10%. Vera Rubin superchip launching to boost performance & pricing. OpenAI partnership deploying 10 gigawatts of NVIDIA systems starting 2026. Demand exceeds supply, China upside potential.
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