Added to YB: 2026-02-25
Pitch date: 2026-02-22
NVDA [neutral]
NVIDIA Corporation
+12.32%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.
Market Cap
$5.4T
Pitch Price
$191.17
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
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)