Added to YB: 2025-12-05
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
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.
Read full article (1 min)