Added to YB: 2026-02-25
Pitch date: 2026-02-22
NVDA [neutral]
NVIDIA Corporation
+0.76%
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
$4.7T
Pitch Price
$191.40
Price Target
N/A
Dividend
0.02%
EV/EBITDA
40.70
P/E
47.41
EV/Sales
24.61
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A Pre Nvidia GTC Thesis Update
NVDA (upcoming earnings update): AI inference bottleneck is memory, not compute. Thesis: 3D-stacked SRAM via hybrid bonding + TSMC A16 backside power delivery + Groq compiler tech for heterogeneous memory scheduling. Feynman arch (2028) targets this. GTC keynote Mar 16 critical for roadmap confirmation. Trading ~14x CY2027 est. $13.30 EPS—priced for deceleration, not breakthrough.
Read full article (11 min)