Added to YB: 2026-03-31
Pitch date: 2026-03-28
NVDA [neutral]
NVIDIA Corporation
-2.14%
current return
Author Info
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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
$4.1T
Pitch Price
$168.78
Price Target
N/A
Dividend
0.02%
EV/EBITDA
30.06
P/E
34.19
EV/Sales
18.61
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
NVIDIA Corporation - $NVDA
NVDA (sell): Supermicro execs charged w/ smuggling $2.5B restricted Nvidia AI GPUs (H200/B200) to China via SE Asian pass-through using dummy servers & swapped serial numbers. $510M diverted in 3wks alone. Jensen denied diversions at Computex, claimed export controls failed. Nvidia shifted revenue reporting from 'billing location' to 'headquarters' 5mo before smuggling went public—suspicious timing as Singapore (20% Q1 rev) likely masks China sales. Regulatory risk underpriced at 35x P/E for $4.2T co selling strategic tech to China.
Read full article (4 min)