Added to YB: 2025-12-12
Pitch date: 2025-12-10
NVDA [neutral]
NVIDIA Corporation
-1.46%
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
$180.27
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
N/A
ANTI DEEP VALUE REPORT — NVIDIA (NVDA)
NVDA (overview): Anti Deep Value analysis - great business at peak-cycle multiples w/ no hard asset floor. Trading 70x+ earnings on super-cycle numbers, customers building competing chips, policy risks in China. Sum-of-parts ~$1T vs multi-trillion valuation. Rhymes w/ Cisco 2000/Tesla 2021 bubble peaks.
Read full article (12 min)